Snippets #31: PTTOR Intro, LTF Replacement
Five interesting trends/development that may involve Thai equities include: Thai household debts now highest in the ASEAN region and second only...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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Snippets #29: Nomura Considers De-Listing, Return of Chinese Tourists
Five recent developments / news flows that came on our radar screen recently: Capital Nomura considers de-listing. CNS, one of Thailand's oldest...
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Thai Macro Watch: Saudi Attacks, Huawei Sells 5G
In this review, we look at 5 external/macro events and their impacts on the Thai market: Attack on Saudi facilities by an unknown party has sent...
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Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
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