Research on Thai Markets in general and the SET Index
So True & DTAC is effectively done now. Check. Now the last question is which management team is going to run it, if it’s Telenor then the combined entity will sky rocket in value, if it’s from the CP side then…well. It’ll be what it is. Commodities are still rocking and rolling & with countries […]
Read More →Further signs of PPRP splits: Ruam Thai Sang Chart’s emergence a sign of trouble in the ruling party. Academics believe the emergence of Ruam Thai Sang Chart, the party which has pledged to nominate Prime Minister Prayut Chan-o-cha as a candidate for the same role in the next election, indicates that there’s an internal rift […]
Read More →OIC assures on insurance: Commission seeks to restore public confidence in the industry reeling from the prolonged Covid-19 pandemic. The Office of the Insurance Commission (OIC) has vowed to tighten its supervision to restore public confidence in the industry, which has been hit by cash crunches during the prolonged pandemic. Bangkok Post MOF reported TH […]
Read More →Oil, oil, oil, oil. That’s all I care about. (and PTTEP you still frustrate me) Then in 6 months let’s worry about interest rates (for Thailand, the US is going ahead in March) If elections are really coming to Thailand this year….what could the wonderful leaders of Thailand do to make the populace happy? Raise […]
Read More →Pheu Thai beats PPRP: Decline in PM’s popularity seen as hurting govt party. The ruling Palang Pracharath Party was defeated by the main opposition Pheu Thai Party in yesterday’s by-election for Constituency 9 in Bangkok, with scholars saying the outcome has reflected a decline in the ruling party’s popularity and that of Prime Minister Prayut […]
Read More →Rant time – nothing clever below, just imagine that I’m that fellow at the pub whose mouth is full of fries and beers, standing up with my mouth full and muttering nonsense. My favourite new insult is “you are, how can I call it, a small cat” (go google it) and I’ll use it from […]
Read More →F! It’s already the end of the month, time flies. Looks like the “Tech sector” of Thailand was properly smacked this month. Then again…paying 40x for a manufacturer…well ok. I thought the value would be in the IP, perhaps the market participants will realise this. Financials and energy/resources are leading – simple – banks cheap, […]
Read More →Foreign property lures are rejected: Government still wants to entice wealthy expats. The Centre for Economic Situation Administration (CESA) chaired by Prime Minister Prayut Chan-o-cha yesterday put the brakes on proposals to increase foreign ownership quotas for condominiums from 49% and expand property leasehold rights for foreigners from 30 years to 50 years. Bangkok Post […]
Read More →Fed hike, fed hike, fed hike – that’s all we’ve been hearing for the past few days/weeks/months. Note that they haven’t done anything yet and it’s all noise for now. I do hope they raise rates….will give us a great buying opp. Commodities haven’t stopped running…have wondered aloud at times (perhaps here) if this will […]
Read More →UOB buys four Citibank retail arms: Singaporean banking group to acquire consumer businesses in key Asean markets. Good asset quality and strong competition in the Thai consumer banking sector are the main reasons United Overseas Bank (UOB) is buying Citibank’s retail arms in four Asean markets, says an executive. Bangkok Post Highway Department to open […]
Read More →