Showing 281 - 290 of 291
Post-poll hangover possible on SET
Business, Tisco Securities, Published on 11/12/2018
» We expect the Stock Exchange of Thailand to rise gradually through 2019 as oil prices eventually recover and consumption picks up. We expect the election to be delayed to late April or early May 2019, but we think this has been mostly priced into the SET. The perception of political continuity combined with improving private consumption should be positive for sentiment.
Target-rich environment for bargain hunters
Business, Bualuang Securities, Published on 01/12/2018
» Thai shares moved sideways in the past week, recovering from the key 1,600-point psychological support.
Life after LTFs
Business, Tisco Securities, Published on 21/11/2018
» The current long-term investment fund (LTF) programme, which has been operating for 14 years, has been responsible for creating 379 billion baht in assets under management. But the Federation of Thai Capital Market Organizations (Fetco) has proposed not renewing it after 2019, replacing it with a new investment vehicle. It is worth examining the potential impact on the Thai equity market if the scheme is allowed to expire.
Weak earnings a slight hiccup
Business, Bualuang Securities, Published on 10/11/2018
» Market Recap: Thai shares moved sideways in the past week, with volatile movement in individual stocks in response to their third-quarter results.
Results-led rebound likely
Business, KTB Securities, Published on 03/11/2018
» Global stock markets sold off in October, led by emerging markets as expected. Investor concerns about trade and geopolitical conflicts, the Italian budget showdown with the EU, and third-quarter results of major technology stocks put more pressure on global equities.
SET reviving after Wall Street scare
Business, Tisco Securities, Published on 16/10/2018
» The Thai stock market -- along with other emerging markets -- took a big hit last week after the US 10-year Treasury yield surged to 3.25% from 3.05% a week earlier as investors rushed to sell government bonds in anticipation of an interest-rate increase. This led to the Dow Jones Industrial Average falling more than 1,300 points (5%) on Wednesday and Thursday with the tech sector seeing most of the decline.
Optimism prevails as earnings season begins
Business, Bualuang Securities, Published on 13/10/2018
» Market Recap: Trade in Thai shares was volatile this week amid heavy selling by foreign investors. Sentiment was dented by worries over US interest rates, soaring US Treasury yields, more liquidity injections by China, and rising oil prices that could undermine Thai economic prospects.
We're in the endgame now
Business, Tisco Securities, Published on 22/09/2018
» The local equity market saw heavy selling across the board in late June as fears of emerging-market currency contagion and a US-China trade war gripped global markets. A brief market panic ensued, driven by a combination of factors.
Awaiting a better Q4
Business, Tisco Securities, Published on 25/08/2018
» Earnings on the Stock Exchange of Thailand in the second quarter of this year turned out to be a bit of a disappointment, with Bloomberg reporting earnings per share (EPS) at 25.95 baht for the broad index as of Aug 23.
Modest upward trend detected
Business, By Bualuang Securities, Published on 11/08/2018
» Market Recap: Thai shares moved sideways up this week in response to earnings of listed companies that mostly beat market expectations. Positive domestic catalysts, such as the introduction of the Thailand Future Fund, outweighed negative external factors such as US-China trade tensions.