Commentary on special events in Thailand and the SET Index.
With the news in the past 2 weeks that the major Thai banks are going to be removing transaction fees (finally!) for all digital (i..e internet and mobile) transactions their stock prices have taken a plunge with TMB being the worst hit, despite it not being one of these banks announcing the waiver in fees. […]
Read More →If you want to know what’s been going on with the renewable stocks, its because of news such as this. Even though the government and related agencies put together a thorough Power Development Plan for the next 2 decades clearer showing that Thailand is does NOT have the power necessary to fulfill future demand, this […]
Read More →I have been wondering where the white knight for Thai politics would emerge from and voila here is the group. My quick thoughts: Its a usual cycle in human behaviour, the populus is fed up with the old system, inaction, corruption and are looking for a new white knight to lead them towards victory. They […]
Read More →His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]
Read More →Sitting on a plane is one of my few pleasures as I may finally catch up on reading books. Currently I’m working my way through Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed, and I just had to note this passage While market averages continued to race up, reaching their peak in […]
Read More →So what are you waiting for? Link is below, enjoy your Sunday. Source: Berkshire Hathaway Annual Letter
Read More →Voila there you go. Just like I said here Pheu Thai Come back? And here Random Thought: Elections Concerns about a further delay of the general election escalated Thursday after the National Legislative Assembly (NLA) voted to reject all seven candidates chosen to be election commissioners. The process of selecting candidates to be election regulators […]
Read More →Delays from this government no longer surprise me… We can’t say when the fund will be launched as it depends on the court’s decision,” Ekniti said in an interview Thursday, adding he still hopes it will start in time to finance two expressway projects by September. Ekniti has been overseeing the fund’s development. Thailand’s Cabinet approved […]
Read More →Chairman of the Executive Committee, Mr. Chuchat Petaumpai discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How has MTLS successfully expanded throughout the country? We were listed on the Stock Exchange of Thailand in 2014, and grew 50% and 80% in 2015 and 2016 respectively. This year our target […]
Read More →Bill Gates Annual Letter for 2018, there’s a lot to take in here, and I found something interesting in the responses to each question. Hopefully you will to. Why don’t you give more in the United States? What do you have to show for the billions you’ve spent on U.S. education? Why don’t you give […]
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