Commentary on special events in Thailand and the SET Index.
Thiensurat PCL (SET:TSR) Expanding throughout Thailand Thiensurat Public Company Limited (SET:TSR) Chief Executive Officer, Mr. Ekarat Changyoo discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: TSR’s business model has evolved over the past few years. Could you explain these developments and why they were made? Our core customers are […]
Read More →Bitcoin Is it possible that bitcoin has replaced gold as the go to safety currency during times of volatility and political turmoil? As ridiculous as this may first sound it may very well be the case when you look at these charts. We’ve seen the dollar go on a massive run in the past few […]
Read More →So its the year of the rooster and CLSA has come out with their usual As the Year of the Rooster dawns, casino shares may be your best bet in Hong Kong… Gambling and transport stocks will kick off the new lunar year on a stellar note, according to CLSA Ltd., an offshore unit of […]
Read More →There’s quite a bit to digest in this latest quarterly letter from GMO, I’ve put in some snippets below but there’s far more thoughts and analysis in the paper itself. The overwhelming driver of the spike in productivity in that decade was the extraordinary growth in production of IT equipment, which grew at 10% real […]
Read More →Mark Mobius @ Franklin Templeton is out with his 4Q review, and here’s his thoughts on Thailand and the link to the article for his thoughts on the rest of the Emerging Markets Thailand could see some weakness in economic activity due to the one-year period of mourning following the passing of its king in […]
Read More →You can see the bank oligopoly in Thailand is still strong. I do wonder how much market share BAY will be able to take away from the traditional big 4 in the coming years. Source: Bloomberg
Read More →Thailand Future Fund Thailand’s future fund is still ongoing developments have been slow in the past 12 months but the government seems to be picking up steam as we have the potential IPO of the Thailand Future Fund coming in April ’17 What projects could it initially injected? Apparently the MoF is targeting to have 2 […]
Read More →Here’s all the news I still collected when I went offline for the past few weeks (13/12 – 17/01), they are in chronological order, no comments, its a lot to read, enjoy. Stocks in the news (banpu, bgt, chewa, chow, com7, cpl, dtac, fer, forth, gunkul, lhbank, nncl, nok, pt, pttgc, tpbi, tpoly, work) 17.01.17 […]
Read More →Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]
Read More →Byron Wien is out with his latest monthly paper and he dissects Trump’s policies and potential impacts on the market, here’s some snippets and a link to the rest of the article Three sectors that should benefit most are energy, health care and finance. We are likely to see more drilling activity on federal lands […]
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