I’ve been traveling throughout the region the below is just compilation of observations and thoughts I’ve had from sitting in a coffee shop, talking to people, and randomly staring at the sky. Naturally do not expect anything but poorly discombobulated rambling. China -> SE Asia. With China wanting to be less of an export manufacturing […]
Read More →MPs urge charter change : Govt, opposition file motions for debate. A group of Palang Pracharath Party (PPRP) MPs yesterday tabled an urgent motion to the House of Representatives to push for amendments to the constitution. Bangkok Post India mulls import tax in RCEP talks : India plans to propose the imposition of “safeguard tax” […]
Read More →BTS is spending >Bt10b to develop a mixed-use projects on 200 rai along Bang Na-Trat Rd near Thana City, to capitalise on light rail transit (LRT) expected to start construction next year. Comment: The new cookie munster in Thailand. Just taking everything on sale in Thailand and the region. CENTEL signs contract KMA Group to […]
Read More →AMA expects to wrap up M&A logistic co in October, to branch out from sea freight to onshore logistic. Comment: Ships are rocking atm and I think you’ll see far more upside in the coming quarters-years Association of Investment Management companies mulls pulling off investment in JAS following mgt scandal on insider trading in JTS. […]
Read More →I find it rather fascinating that there hasn’t been more talk about the new Sustainable Equity Fund (SEF) which is supposed to be approved the government and then replace the Long Term Equity Fund (LTF) and be enacted next year. So, here’s a quick Q&A about it. What is the LTF? The LTF is an […]
Read More →AOT mulls investing Bt3b in monorail projects connecting DMK airport to BTS greenline to help flows of passenger traffic and reduce traffic congestion. Comment: Well it makes sense common sense. However the risk I see is that several travelers to Thailand already skip Bangkok and go direct to their holiday destinations. BCP to sell Bt10b […]
Read More →AOT wants airlines at BKK’s Don Mueang International Airport to switch to wide-body aircraft in a bid to ease congestion at the LLC hub, expects Cabinet approval for Bt38-40b Don Mueang 3rd phase expansion to cater for 60m, as it would reach peak capacity by 2020. Comment: In 5 years, I’ll bet that Chinese tourists […]
Read More →So we are in my favourite month for when $hit hits the fan in global markets. The latest oil price spike…well what does this mean? What if one can say oil prices were high in 2007, US markets were at ATH, the Fed was cutting rates…mirror scenario now? Or Oil prices increase + soft commodity […]
Read More →Notable Transactions Buy(s) THB 26 mn N/A Sell(s) THB 207 mn NOBLE – Another block sold out KTECH – Dead name ZEN – A big sell by the EVP/Director
Read More →Fresh perks to attract FDI : The economic cabinet yesterday approved the Thailand Plus package to woo foreign firms looking to relocate production amid the snowballing Sino-US trade war. Bangkok Post Retailers to stop handing out plastics : Giant retailers, plastic manufacturing titans, and department stores reached an agreement yesterday to stop handing out single-use […]
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