Commentary on special events in Thailand and the SET Index.
8-9 years ago when I begun traveling the region with a different mindset. I noted to myself that I no longer saw European nor American firms participating in the infrastructure developments in the Asian region. I was seeing Korean, Japanese, and Chinese firms bidding and winning projects throughout the region, and that I took this […]
Read More →It’s been in the news that the THB continues to strengthen versus the USD and people are going on and on how this is negative for exports (agreed) bad for the economy (yes GDP #’s will look weak because of the weight of exports, but longer term I’m not sure) and how the country will […]
Read More →And so it is that time of the month where Howard Marks latest memo is going to make the round throughout the investing world. In the latest 13 pager he continues to talk about his viewpoints of where the market and he dissects the arguments of This Time It’s Different which are being applied to […]
Read More →(+/-) SET50/100 – Brokers have begun calculating the potential SET50& SET100 for 2H19 using the closing prices as of 31 May. Officially they’ll be announced by the mid of this month. SET50 Expected Additions: OSP, SAWAD, Expected Deletions: CENTEL, SPRC SET100 Expected Additions: OSP, TPIPL , JMT Expected Deletions: GOLD, ANAN, WORK (+) 19 Single […]
Read More →Chief Executive Officer, Mr. Lee Chy Tek Lionel discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestorThailand.com. TET: RML’s strategy has undergone some transformation. Could you explain the details of the company’s new strategy? RML: We found ourselves a good Thai partner with KPN Property to assist in the knowledge of […]
Read More →That’s the amount that was traded on the Stock Exchange of Thailand yesterday, an all time high. Why? It was the MSCI re-balancing day and therefore a lot of funds had to be moved around. Is there a real net impact? No as the majority of the trades were done off the market for passive […]
Read More →It’s been well advertised that the Duty Fee of AOT is currently undergoing a bidding competition. So here’s what we know: 22 May was the deadline for submission of bids. There were five companies that bid on the 22 May and these are: King Power Duty Free co (the current player) Bangkok Airways (BA) Plc […]
Read More →Central Plaza Hotel PCL (SET:CENTEL) Senior Vice President of Finance, Khun Ronnachit Mahattanapreut discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Given the challenging environment of 2018, how was CENTEL’s performance? CENTEL: Our group has two businesses, the hotel and the food business. Within the hotel business, we own […]
Read More →And boom these are the latest changes to the MSCI announced yesterday. MSCI STANDARD: (+) INTUCH, RATCH, DTAC (-) DELTA MSCI GLOBAL SMALL CAP: (+) AEONTS, AAV, BLA, EASTW, PSH, TASCO (-) MC, PRINC, THCOM, TFG, VGI, VIBHA
Read More →It’s going to be wild ride for equities in the emerging markets this month and in August. Why? China’s equity weighting within the MSCI Emerging Markets indices will be increasing from 5% to 20%. Source: MSCI What it was only 5% in the past? Yes, according to MSCI “The 5% initial inclusion of China A […]
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