ThaiCapitalist – general posts.
Two articles from the Asia Times Online recently came across my desk in the past week and if you’re interested in Thailand, investments here or just love reading about political war room stories then these articles would definitely be of interest. We have several thoughts about this…but for obvious reasons, would prefer not to comment […]
Read More →Goldman Sach’s Jim O’Neil latest paper last week had a fantastic stat: “Despite this, my main message is – once again – to please keep this in perspective. Greece’s economy is somewhere between $300 to $350 bn. Last year alone, China’s GDP increased by $1.4 trillion, to $7.3 trillion. I reckon that means China has created […]
Read More →Notable transactions: BLAND – The owner is still buying up shares in his company. BANPU – Big sell by a stakeholder. SIRI – Even the executives there think that their stock has shot up too much, and yet we hear punters still believing that the stock should go to 3.
Read More →Ploy is back to grace us with her thoughts on the markets. She delves into the SET, Asia-Pac, DJIA, SET Sectors, USD/THB and Gold. Enjoy! The world has been so peaceful lately and the SET has been gradually climbing up the ladders. Most of the charts today are updated from last week’s charts. The SET […]
Read More →Forbes wrote a great article regarding the His Majesty’s finances and investments in Thailand and I thought it would be an interesting read to share. I’ve put below the first paragraph and the source link. Enjoy. In Thailand, A Rare Peek At His Majesty’s Balance Sheet Thailand’s King Bhumibol, who turned 84 last December, is […]
Read More →Seriously? My friends know exactly what my thoughts are of this fellow and I would prefer to keep this site PG-13….but f off already Sondhi, the last thing this wonderful country needs is another bout of turmoil. PAD leader Sondhi Limthongkul, speaking via a telephone call from China, said the military should stage a coup […]
Read More →A new year a new start, 2011 was the year of telecos (dtac, advanc) and service cos (bigc, cpn, robins, makro), this year I’m still looking and expect energy to perform well especially if Iran and the US decide to make the headlines. Not to be left out are a few select companies in the Industrial’s sector, […]
Read More →Its been a good fun few months trying to figure out what exactly to post here and I thank you all for reading and my friends and colleagues that have helped me in creating this (you know who are!). In 2012 we’ll look to expand further with individual stock ideas and more indepth thoughts on […]
Read More →The markets for the past few years have been purely macro driven from our point of view for large caps hence why our cash position has shifted so often in anticipation of continued delays by politicians in both Europe and US regarding their debt issues. I have no idea what the solution for all this would […]
Read More →Comments: The past week has been all about the Greeks acting democratic and the flood crisis in Thailand continuing. Only two industry sectors are still positive for the year and now we finally understand why ADVANC has remained so strong as INTUCH (formerly SHIN , owned by Temasek and holds 42.5% of ADVANC) will look […]
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