ThaiCapitalist – general posts.
NCL sees regional potential for full-service model NCL International Logistics Plc, which listed on the Market for Alternative Investment last November, is a logistics solutions provider to industries ranging from petrochemicals and industrial goods to agriculture. Chief executive Kitti Phuathavornskul discusses the company’s strategy and outlook. What is NCL’s business model? NCL is a logistics […]
Read More →The only thing on people’s minds this week appears to be europe europe europe, a potential QE4 from there and people talking about the ramifications of the recent super strengthening in the Swiss franc, fun times!
Read More →Given Thailand’s proximity to Laos, the country should be one of the main beneficiaries of the LSX opening up further, and if you’re willing to take a long term viewpoint then the LSX can offer wonderful opportunities, I remember EDL providing a 16% dividend at one point 3 years ago. Now back to the index, […]
Read More →Will the SET cross the magical 1,600 barrier or not? That is the question on the minds of every short term trader out there. Does it matter? No. Quick reminder: The following securities will be in the FTSE index as of close on December 19. FTSE SET Large-Cap index inclusion: MINT; exclusion: FTSE SET Mid-Cap […]
Read More →Given that some 500 or so visitors come here daily, I’m curious, what do you want? I’ll have this poll up for a week, thank you 🙂
Read More →Last week, foreign investors continued net buying in the Thai stock market for a 3rd day by +Bt73mn but returned to net selling bonds by -Bt707mn and continued net shorts in Index Futures for a 2nd day by 1,911 contracts. Today we major factor is the Thai 3Q14 GDP result, which Bloomberg consensus expects the […]
Read More →The past few weeks have been their usual hectic period with listed companies reporting their 3Q14 #’s, see below for a summary of how each sector performed on a reported net profit basis. A few comments: The overall performance for the the market was crap the SET & MAI were -4.7% YoY%, and -0.4% on […]
Read More →It was in the news yesterday that PTT will most likely list their Retail arm, so here are the facts: As of 2013 they operated 1,382 stations They are looking to raise upwards of USD 2 bn The size of the IPO could beat BTS’s infrastructure fund, BTSGIF which was as USD 2.1 bn – […]
Read More →Exciting stuff! Currently the MSEC is operating in the old fashioned way on the floor off an electronic exchange, this new development should be able to boost things along much faster. The Yangon Stock Exchange (YSE), which will replace the Myanmar Securities Exchange Centre (MSEC), will be launched in Myanmar by October 2015. Myanmar’s Deputy […]
Read More →Background Singha Estate Plc (S), formerly RASA, came into the market via a reverse IPO in May 2014, and the stock price has increased substantially from THB ~3 to now THB 8.9 Just this past Friday, the transfer from Rasa to Singha was completed with the Boon Rawd subsidiary Singha Property Management Co and […]
Read More →