Wednesday, January 10, 2007
Avoid any stock related to Thailand. But look for investment will reallocate to Malaysia
Stupid Thai government new ruling about foreigner shareholding will damages everything. Taksin and government hard work for past 10 year also gone. Investors will look else. The most benefit i believe is Malaysia.
But before hand, please aware many company listing in Bursa Malaysia set their operation in Thai due to past 10 year stupid malaysia close down the door. All this operation will be impact. The worst case is impairment loss issue will coming in picture later. Away those counters unless clear picture. Detail of the stocks which relate to Thai will need do another research. Review your current portfolio, any counter relate to Thai
In reverse certain industries will benefit in long term, Automotive is the first choice. and follow by certain heavy industries. The detail of the company also need to do another review.
But before hand, please aware many company listing in Bursa Malaysia set their operation in Thai due to past 10 year stupid malaysia close down the door. All this operation will be impact. The worst case is impairment loss issue will coming in picture later. Away those counters unless clear picture. Detail of the stocks which relate to Thai will need do another research. Review your current portfolio, any counter relate to Thai
In reverse certain industries will benefit in long term, Automotive is the first choice. and follow by certain heavy industries. The detail of the company also need to do another review.
# posted by leeya @ 1:41 AM 
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