Commentary on special events in Thailand and the SET Index.
And so the government has decided to act on the hospitals this time around. What’s the event? On January 9, 2019 Minister of Commerce, Mr Sontirat Sontijirawong, is due to propose adding medical products, medical supplies, and medical services to the Department of Internal Trade’s (DIT) list of products subject to price controls. In fact, […]
Read More →No need for any introduction, here’s the full list, enjoy! Byron’s Ten Surprises for 2019 are as follows: The weakening world economy encourages the Federal Reserve to stop raising the federal funds rate during the year. Inflation remains subdued and the 10-year Treasury yield stays below 3.5%. The yield curve remains positive. Partly because of […]
Read More →TET: TRC has undergone strategic shifts in its business model, could you explain what the changes are and why they were made? TRC began as a traditional contractor before transitioning into an EPC Contractor focusing on oil and gas sector. We specialize in engineering, design and construction for the gas pipeline networks, mid-stream to processing […]
Read More →The Executive Talk: SVI PCL (SET:SVI) Becoming a global EMS play BANGKOK, Nov 30, 2018 – (ACN Newswire) – SVI PCL (SET:SVI) Chief Executive Officer, Mr. Pongsak Lothongkam discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has the company evolved in terms of the types of products/services that it […]
Read More →Well here you go. Are these ridiculously high levels? For Thailand yes, compared to the region i.e. Indonesia and Malaysia where it reaches ~40% then no. But does it make sense when the USD offers higher yields than THB? To which one ponders, are the buyers just regionally focused and therefore have to put capital […]
Read More →And he’s back with his latest commentary that covers both the bullish (earnings growth, valuations) and bear (politics) elements facing the market today, several great points are made. As usual here’s some snippets and a link to the rest of the article. For these reasons I thought the equity market would have to go through […]
Read More →So after yesterday’s market update a random thought came to mind, have volumes really dropped? So here’s a quick chart on the daily turnover vs rolling 30 day average turnover on the SET. So what? No idea, but declining volumes are never a good sign, especially on the way down.
Read More →Property limits So there’s been noise in the market over the past few months with the BOT first coming out saying that they want to stop the search for yield characteristics in the property market. And on Friday it was announced that the below regulations will come into effect by 1 April 2019. Property price […]
Read More →Managing Director, Mr. Boon Choon Kiat discusses the company’s strategy and outlook in The Executive Talk (TET). TET: What is CHEWA’s growth strategy? We are very open to multiple avenues for growth, we will continue to organically grow our business with the expansion of residential projects for both high-rise and low-rise projects throughout Bangkok. Also, […]
Read More →So foreign investors have been selling Thailand for the past 12 months, heavily, who’s picking up the slack? It’s quite obvious as seen per the below. Now why the f is the THB still strong some may ask? A few factors, but look at the second group of charts. The bond market is attractive in […]
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