Commentary on special events in Thailand and the SET Index.
Continued fund flow into the top names in Thailand has resulted in this. AOT is now the most valuable airport operator in the world! Powered by a 75 percent gain since May 1, the operator of Thailand’s main international airports also passed the 1 trillion baht ($31 billion) market capitalization mark, joining only state-controlled energy […]
Read More →This is a key theme for investing this year that these all of these projects will be approved, bidded out and begin construction. You can see that several projects are already under construction and awarded out but there are still hundreds of billions of baht worth still to be awarded. Here’s some quotes from the […]
Read More →It’s that time of the year again where forecasters are out in droves with their predictions, I do enjoy Byron Wein’s the most only b/c its typically something different, so here you go and a link to the rest of the article. Byron’s Ten Surprises for 2018 are as follows: China finally decides that a […]
Read More →PTG Energy PCL (SET:PTG) President and Chief Executive Officer, Mr. Pitak Ratchakitprakarn discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: How many stations does PTG have today and how has the business been performing? Today, we have 1,609 stations and are continuing to expand at a rate of 300 […]
Read More →Been a while since I’ve had a random thought, nothing has really interested me until something in the news this afternoon, so here’s a quick, poorly organised, 10-minute thought. I’ve been of the viewpoint that the military is working towards setting up their own political party to win the upcoming elections – whenever this may […]
Read More →Sitting here I was wondering what really drove the market to be +11% or so in local currency terms and here you go, AOT and PTT represented 1/3 of the move this year whereas GL and TRUE have had the biggest negative impact thus far. Data Source: Bloomberg
Read More →From the news I’ve been reading the past week or so these are the upcoming changes to the FTSE Indices FTSE SET Large Cap Index-Add: EA FTSE SET Mid Cap Index-Add: BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah Index-Add: AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, LST, PRM, SEAFCO, SRICHA, TOA, TPIPP, UVAN […]
Read More →Given that its a relatively short commentary from Bill Gross I’ve decided to post it all here. The content is a continuation of his thinking for the past few years that assets are overpriced and at one point it will change. 1. Prior market tops (1987, 2000, 2007, etc.) allowed asset managers to partially […]
Read More →Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN Date to be applied : 15th Dec Effective: Monday, 18th Dec
Read More →The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE
Read More →