Showing 1 - 10 of 24
Spotlight on fourth-quarter earnings
Business, Published on 06/01/2024
» Now that the US Federal Reserve has started to signal that interest rates will fall this year, funds have increasingly returned to equities.
External factors will determine SET momentum
Business, Published on 19/02/2022
» Foreign funds have continued to flow into the Thai stock market (and other emerging markets) over the past two weeks, driving the SET Index to breach the 1,700-point mark.
Be careful of the turning tide
Business, Piyasak Manason, Published on 09/09/2020
» As we expected, the global and Thai economies have reached low points not seen in decades and have begun to recover gradually in recent weeks. But in terms of investing, we are beginning to see a significant shift in the theme.
Is this the turning point?
Business, Piyasak Manason, Published on 25/07/2020
» In our last column we warned about the great uncertainties surrounding the divergence of the economic and investment worlds, and how they may converge due to the rise of those uncertainties. It is possible that we may begin to see a turning point this month.
The world after Covid
Business, Piyasak Manason, Published on 27/06/2020
» The second quarter of 2020 has seen a divergence between the investment world and real economic conditions. Despite a recent uptick, the global economy is still contracting: the IMF has just downgraded its global GDP forecast to -4.9% from -3.0%.
Most EPS forecasts revised downward
Business, Published on 14/09/2019
» We have cut our earnings per share (EPS) forecasts for 2019 and 2020 after the Stock Exchange of Thailand reported second-quarter EPS of 20.53 baht, well below our expectations of 23.30 baht, as well as a string of earnings downgrades for stocks under (and outside) Tisco's coverage.
Stocks trade in narrow range as investors comb us data
Business, Published on 07/08/2017
» Recap: Global investors remained concerned last week about US political developments and economic data that could influence a Federal Reserve interest-rate increase, amid signs that the Fed was growing more cautious. Wall Street staged a revival on Friday after the US reported strong employment numbers for July.
Dovish tone from yellen heartens equity investors
Business, Published on 17/07/2017
» Recap: Most Asian stock markets gained last week as investors took their cue from another all-time closing high for the Dow Jones Industrial Average, while dovish comments from the Federal Reserve on the interest rate outlook also bolstered risk sentiment. Oil prices also rallied but the impact on the energy-heavy Thai bourse was limited.
North korea and oil slump keep investors on sidelines
Business, Published on 10/07/2017
» Recap: A long-range missile launch by North Korea put investors back in risk-off mode early last week. A sharp decline in oil prices further dampened sentiment before a Friday rally on Wall Street in response to better-than-expected job figures for June. A buying spree in energy giant PTT following a recent fall and in banking stocks ahead of second-quarter earnings results helped limit losses in the Thai stock market.
Oil rout drags down asian stocks, But manila shines
Business, Published on 08/05/2017
» Recap: Asian stocks fell last week, dragged down by tumbling oil prices on fresh global supply glut concerns. However, the Philippines outperformed the region as stocks rose to a nine-month high. Thai trading was rangebound amid a dearth of market-moving news.