ThaiCapitalist – general posts.
According to the local news (will post source later), the National Council for Peace and Order (NCPO) is ordering the NBTC to put the following 4 projects on hold. The auctions of 1800MHz and 900MHz spectrums in August and November Universal Service obligation (USO) project The plan to give away cash coupons to subsidise set top […]
Read More →ADVANC AIS rolls out Future Cube for demos – Advanced Info Service Plc (AIS) has unveiled a demonstration centre for a virtual telecommunications experience to make deeper inroads into the future of mobile 3D application storefronts. (Bangkok Post, 03/06/14) BTS BTS ready to borrow Bt80bn and is prepared to operate trains on three lines: Green […]
Read More →What the what? Everytime I travel something happens in this wonderfully odd country, and this time a coup (a longer post to come later in the week), anything to look forward to? Well the military is wiping the government posts clean and replacing each position with their own people, I don’t there are going to […]
Read More →“As a citizen of the country I am worried, but as an investor I’m not” I heard this quote last night over drinks and I think it perfectly sums up a lot of viewpoints on Thailand and its market today. If you had closed your eyes over the past 6 months and just came back […]
Read More →Rice prices have declined over 20% in 9 months because: Thailand has 12.8 million tonnes of rice in stock – a 1/3 of the total global export market In 2011 Thailand had only stockpiled 5.8 million tonnes Rice is a perishable good (something the government may have forgotten) and can’t just sit in a warehouse […]
Read More →Niche focus keeps Thai Rung Union Car rolling ahead of its competitors Thai Rung Union Car Plc (TRU), a Thai-owned company established in 1967 and listed on the Stock Exchange of Thailand in 1994, is a leading automotive industry operator that offers fully integrated services from product design and development to production of various kinds […]
Read More →BTS BTS passes first step to become co-ticket system developer worth Bt430mn.The Office of Transportation and Traffic Policy and Planning will ask candidates to offer technical plan and pricing in late April. It is expected to announce the winner in May.(Khao Hoon, 07/03/14) Comment: There is no reason why BTS shouldn’t win this LPN LPN […]
Read More →Well I’ve been trained and raised in the equity asset space only and I’ve always laughed @ the point of asset allocation, however I do look @ these annual returns per asset class every quarter just to remind myself of whats going on in the rest of the investing world and to realise that things […]
Read More →So despite all this political rubbish, foreign investors selling the market, local investors have buying LTF’s taking advantage of the weakened equity market. The numbers are: Local investors have a net buy THB 1.18 bn in LTF’s this year Typically in the past 3 years of Jan-Mar, net sales of LTFs were THB 3 bn in […]
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