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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The Four Vulnerabilities in Thai Property
As the year closes, developers from giant AP to SC Asset have been warning markets about a downturn in the property market in 2019, and the world...
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The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
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SCB Mounts a White Knight Rescue for Pace
After telling PACE not to sell Dean & Deluca to CENTEL, SCB mounts a surprisingly bold rescue mission for PACE. Initially, they will buy some...
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The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
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