Відео

Thank you so much for the very kind feedback! Very much appreciated indeed.

Thank you so much for the kind words and the encouragement!

That’s a very interesting remark indeed. I was curious, so I looked at monthly data for the SET since April 1975. The Index traded at a P/E ratio of below 10 in only 187 out of 587 months - so only about 32% of the time. For 400 months (or 68% of the time), the data shows a P/E of above 10. Overall average P/E since start of the index in 1975 was 13.7. The last time the index traded below 10 was in Feb 2009, so basically during the Financial Crisis. Neighbouring countries seem to trade at similar levels (Malaysia: 15.7, Indonesia 12.4, Vietnam 15.8). (Source: worldperatio.com) Something worth further study, I guess…

That’s a great question! Let me make a separate video about how foreigners can invest in the Thai market. Thank you so much for the input, much appreciated indeed!

Hahaha, thank you so much for the kind feedback! This is just my hobby, and the channel was really meant for my students - but really appreciate the input and the idea!

Thank you so much for the kind feedback, really appreciated!

Thank you so much for your feedback - especially as it gave me the inspiration to make a video about the recent performance of the SET and about some market fundamentals. Much appreciated indeed!

Thank you so much for the feedback 😊

Thank you so much for the feedback and for visiting my channel :)

Great question! I would say VW largely follows a "Global Strategy": From what I can see there is limited pressure for local adaptation, while competition is high - and so is the pressure to stay cost-competitive. This also makes sense to me, as VW is a global brand, with high brand recognition world-wide. Having said that, one aspect to highlight is that - while using a (largely) unified global brand, Volkswagen DOES differentiate the positioning of its brand in different markets. Here in Thailand, for example, VW positions itself as a foreign upscale brand (in line with Audi, BMW, ...), with high pricing respectively. In Germany, on the other hand, I would categorize VW more in the "mass" segment. So - while the brand usage follows a global strategy, Volkswagen manages to benefit from higher margins in markets where it can positions its VW brand as a premium brand. Not sure that helps...?

Hi - I am not sure if I understand your question correctly, but if you are asking about the sources I use to get data on the SET / Thai Stock Market, I basically use two main sources: 1. www.set.or.th/en/home This is the official website of the Stock Exchange of Thailand, and it contains several free (no charge) data sources, including (for example) the performance of past IPOs, announcements on upcoming IPOs, as well as overall market and trading data. 2. www.setsmart.com/ssm/login In addition to the free data sources from the official website, I also subscribe to the "SETSMART" data platform, which is a for-pay database. The fee is (in my view) quite fair, and the platform gives you access to a wealth of data on the Thai market. You can analyze the performance of listed companies, download historic financials into spreadsheets, etc. I usually download the relevant data sets into excel, and then conduct my own analysis and calculations. Hope that helps. If I didn't answer your question or if you want any specific details about the methodology of my analysis, please let me know, and I'll be happy to elaborate further.

Thank you so much 🙂

Thank you so much for the comment and feedback! And thank you for subscribing!! Greetings to Phnom Penh from Bangkok :)

Thank you so much for the feedback - much appreciated indeed. I think it's a great suggestion. Let me prepare and produce a short video with more explanation!

Thank you so much for the kind feedback. Much appreciated indeed! :)

@@ajarnolli just wanted to ask if you may have similar videos on Target Operating Model? There are so many different perspective to this topic in the internet hence, would be interesting to see how it looks in practice and how you have approached the creation of one for your company. Thank you!

Thank you so much for the kind feedback

That's very nice, thank you so much for the kind feedback!!

That's a very good question... I'm of course not an insider, but "outside-in", I would say they use a mix: Alibaba itself (the B2B commerce business) is definitely global. On the B2C side, they have Lazada in Southeast Asia (not using the Alibaba name) and various channels in China (not using the Lazada name), so this would be something like multi-domestic. I'm thinking whether you could call Taobao as "transnational"? (probably it is more accurate to call it "global", as the direction is clearly driven out of the Headquarters in China, even though local teams seem to pursue their own tailored strategies). Does that make sense?

Thank you so much for the kind feedback. Very much appreciated indeed!

Thank you so much - much appreciated indeed!

Thank you so much for the feedback. I know I am terribly behind with my response (I didn't expect anyone to watch those outside of my own students, and especially not comment), but I hope the exam went well!! :)