I did a simple currency forecast on ASEAN currencies, using average forecast results from Purchasing Power Parity (PPP) and Interest … More
Tag: Thailand
Rising US Rates
Newsflash US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years Job … More
Yield Divergence & US Dollars Debasement
Are we finally seeing the debasement of US dollars?
ASEAN: Yield Differential Update (Dec 2017)
With a 25bps point increase in Fed Funds rate announced yesterday, US is continuing its path towards interest rate normalisation. … More
Are We Seeing A Double Top?
Charoen Pokphand Foods Plc (CPF) was established in 1978 with operations in animal feed production, livestock breeding, further processing and … More
Applying The PEG Ratio
The Price-to-Earnings to Growth (PEG) ratio is calculated easily and represents the ratio of the P/E to the expected future … More
Hwa Fong Rubber Thailand: Undervalued?
In an earlier post (see link), one of the screened securities is Hwa Fong Rubber Thailand PCL (HFT or Company), which … More
Tactical Screening: Thailand
Screening for potentially undervalued securities on Thailand Stock Exchange
Keep Going Up?
The Stock Exchange of Thailand (“SET”) has recorded impressive return since the start of 2016, with its trading pattern backed by an upward … More
Hot Money (Part 2)
Hot Money & South East Asian Stock Markets Briefly touched on real interest rate and hot money in an earlier post: … More