ThaiCapitalist – general posts.
Not much to comment on this, it still doesn’t quite help to explain why the BOT flip flopped on its interest decision at the end of last month, but ok here are the quick points: Food and drink prices went up 3.35 per cent on year in October Non-food inflation rose 3.28 per cent – […]
Read More →Khonburi Sugar Plc (KBS) was established in 1965 by Tawil Tawintermsup under the name Nong Yai Industry Co Ltd in Chon Buri’s Nong Yai district, with a cane crushing capacity of 1,500 tonnes a day. Listed on the Stock Exchange of Thailand in May 2011, today KBS crushes more than 20,000 tonnes of cane daily […]
Read More →The agriculture sector has made a good comeback this month, reason why? CPF mainly, it was oversold over the past 2 months b/c of commodity price issues (which have proven to be temp) and I’m hoping for it to continue 🙂 As for the market as a whole, flattish month but still up 0.7%, earnings […]
Read More →Working! Yes I realise the blog has been fairly quiet over the past 2 months, the main reason being that my team and I have shifted over to SCB Securities to set up and run the client investment arm here and its been one wonderfully busy time to get the platform up and running. Going […]
Read More →Further bad economic news hits us this morning, the key data points to note from Japan I think are that its exports to Europe drop 22.9% and its exports to China drop 9.9%. Austerity measures in Europe are hitting everyone quite hard. The Tankan index for large manufacturers fell in the July to September quarter to minus […]
Read More →Thailand’s Export numbers for August were rubbish, according to the the Ministry of Commerce reported that exports dropped -6.9% YoY  to US$ 19.6 bn from -4.4% YoY in July (although they were still up +1.1% MoM) Still something we’ve been writing all year is that because of the austerity measures in Europe coupled (and partly leading […]
Read More →Its been a relatively quiet week, other than local domestic issues not regarding to the stock market to whine about I haven’t seen much else news to comment on. Positives: US existing home sales in Aug totals 4.82mm annualized, well above est of 4.56mm and the most since Nov ’09 with months supply falling to […]
Read More →With the lack of global central bank news to sway markets over the past week, the SET continued its rise upwards this year. The Industrials sector have been performing well this month on the back of continued improvement post the floods 4Q11 last year. Going forward with the European summer holidays over expect to begin […]
Read More →Paper & Printing Materials! Eh?! But its true Paper & Printing Materials grew 213% YoY and 84% QoQ, only two companies are TCP and UTP are listed within the sector and off the top of my head I have no idea how this came to be. The worst performing sectors were anything commodity related (Energy, […]
Read More →Positives: Thailand’s July inflation remains lowish @ 2.73% YoY, up from 2.56% in June ECB hints it may buy more bonds Payrolls in the U.S. climbed more than forecast in July as automakers and health-care providers boosted employment… Negatives: …but the  jobless rate unexpectedly increased to a five-month high @ 8.3% UK economy continues to […]
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