Ajarn Olli
Ajarn Olli
  • Видео 30
  • Просмотров 125 036
Thailand Stock Market Update March 2024 - Fundamentals FY 2023 vs. FY 2019
In this video, we look at the Stock Exchange of Thailand (more specifically the SET 100) and compare some of the very recently published market fundamentals of FY 2023 with the pre-COVID year 2019.
The reason why this is so interesting is that for the first time since the crisis we have a year of "un-interrupted" financial results - i.e a year without any lockdowns or COVID restrictions in Thailand.
Просмотров: 305

Видео

Applied Business Strategy 02 - Porter's Five Forces: Some common pitfalls
Просмотров 1628 месяцев назад
In this session, we look at Michael Porter's "Five Forces Model" - specifically at some of the pitfalls when applying the model. We go through 6 common mistakes being found in practice, and talk about tips on how to avoid them.
Business Today 08 - COVID 19 Crisis: The Aftermath
Просмотров 788 месяцев назад
In this video, we look at the lasting impact of COVID-19, 4 years after the crisis hit the world. Specifically, we cover 5 aspects: 1. The Humanitarian Crisis 2. The impact on the Economy, globally & in Thailand 3. The consequences for Businesses 4. The impact on Financial Markets 5. Potentially lasting impacts on Society, specifically the widening gap between rich and poor in some countries.
Introduction to Thailand's Stock Market
Просмотров 6 тыс.2 года назад
In this video, we are looking at some basic information about the Thai stock market. Specifically we are looking at (1) some general data and information about the Stock Exchange of Thailand (SET); (2) its historic performance; (3) time patterns in the market; (4) two specific characteristics of Thai stocks, Insider Holdings and Float, both linked to the shareholder structure of listed companie...
Applied Business Strategy 01 - Macroeconomic Analysis
Просмотров 1 тыс.2 года назад
In this first video of my new "Applied Business Strategy" series, I give you some insights on the kind of analyses my team and I conduct on an annual basis at the very beginning of our Strategic Planning process. Using Thailand's economy as an example, we look at a number of economic indicators and their relevance and implications for our business strategy. Note: The data used here is as of Aug...
Business Research 03 - Tips For Writing Your Paper
Просмотров 5462 года назад
This session is meant to provide a general guideline to students who conduct academic research in the field of Business Studies. We look at how to best structure your paper, including what I typically expect from my student as they write up their research findings, and end with some tips on writing & formatting as well as handling secondary research / literature reviews.
Business Research 02 - Research Methods
Просмотров 2402 года назад
In this session, we cover a broad and high-level overview of research methods. We start off by looking at what I would call "Research Philosophies" (Induction vs. Deduction, Etic vs. Emic, etc.), followed by an overview of research methodologies and approaches. We end the session with some thoughts on limitations in research as well as ethical considerations we should make when planning our res...
Business Research 01 - Introduction & Overview
Просмотров 3152 года назад
In this video, we define what research (and particularly Business Research) actually is and provide an overview of the research process as well as the most important characteristics of a good research topic.
Business Today 07 - e-Commerce and Social Media Marketing
Просмотров 2652 года назад
This session is a basic introduction to e-Commerce and Social Media Marketing. We are reviewing some of the basic terms and concepts before diving a bit deeper into the Thai e-Commerce landscape, followed by a deep-dive into e-Commerce and Social Media Marketing. We end the session by discussing some of the pitfalls to avoid when using Social Media for product advertising.
Business Today 06 - The Sustainability Imperative
Просмотров 1942 года назад
In this session, we are talking about "The Sustainability Imperative". I will argue that it is no longer optional for businesses to engage in matters related to Environmental, Social and Governance-related (ESG) issues, but that it has become a "must". We are looking at data how societal expectations towards businesses have changed in recent years, and what businesses can do about addressing th...
Business Today 05 - Labour Protection, Labour Laws and Employment Conditions in Thailand
Просмотров 2692 года назад
In this session, we are going to cover a topic that is not widely taught in business programs: Labour Laws, Labour Protection and Employment Conditions, using Thailand as a case example. We are covering the reasons why this topic has been and still is relevant nowadays, how Thai Labour Laws are protecting workers and what the challenges with law enforcement are, as well as how both employers an...
Business Today 04 - The War for Talent
Просмотров 2592 года назад
In this session, we are discussing the "War for Talent" by looking at some of the most recent survey data conducted by global consulting firms among company executives. We are discussing why Asia has been particularly impacted by the global talent shortage, and what companies can do to address this shortage - by focusing on both recruiting and retaining top-talented people.
Business Today 03 - Globalization, Trade Wars and the ASEAN Economic Community (AEC)
Просмотров 2392 года назад
This session covers 3 topics: (1) Globalization and the state of global trade; (2) Trade Wars: why they occur, and what their consequences are; and (3) Regional Economic Integration, using the example of the ASEAN Economic Community (AEC) and how integration helps with economic development and wealth creation
Business Today 02 - The COVID-19 Crisis & its impact
Просмотров 2442 года назад
In this session, we are going to discuss the COVID-19 crisis and its profound, disruptive and transformative impact on businesses and on all of our lives. We will be looking at the crisis from 4 angles: (1) The Humanitarian Crisis; (2) The Business & Economic Crisis; (3) The Stock Market Crisis (???); and (4) The Social Crisis. For each area, we are looking at the facts, drawn from reliable and...
Business Today 01 - Introduction
Просмотров 2812 года назад
This short introductory video is mainly addressing my students in "Current Issues in International Business" at Chulalongkorn University. In this session, I am introducing my teaching philosophy and share one of the most valuable lessons I learned from one of my professors. Then, I give you an overview of the objectives of this lecture series, before ending with some tips & tricks for successfu...
Business Strategy 14 - Organization Structure & Controls
Просмотров 2,8 тыс.2 года назад
Business Strategy 14 - Organization Structure & Controls
Business Strategy 13 - Budgeting & Financial Planning
Просмотров 1,7 тыс.2 года назад
Business Strategy 13 - Budgeting & Financial Planning
Business Strategy 15 - Sustainability & Business Ethics
Просмотров 1,7 тыс.3 года назад
Business Strategy 15 - Sustainability & Business Ethics
Business Strategy 12 - Strategy Implementation: Strategic Projects & Initiatives
Просмотров 3,3 тыс.3 года назад
Business Strategy 12 - Strategy Implementation: Strategic Projects & Initiatives
Business Strategy 11 - Cooperative Strategy
Просмотров 5 тыс.3 года назад
Business Strategy 11 - Cooperative Strategy
Business Strategy 10 - International Strategies
Просмотров 18 тыс.3 года назад
Business Strategy 10 - International Strategies
Business Strategy 09 - Acquisition & Restructuring Strategies
Просмотров 2,9 тыс.3 года назад
Business Strategy 09 - Acquisition & Restructuring Strategies
Business Strategy 08 - Corporate Level Strategy
Просмотров 4,5 тыс.3 года назад
Business Strategy 08 - Corporate Level Strategy
Business Strategy 07 - Competitive Rivalry & Competitive Dynamics
Просмотров 7 тыс.3 года назад
Business Strategy 07 - Competitive Rivalry & Competitive Dynamics
Business Strategy 06 - Business Level Strategy
Просмотров 6 тыс.3 года назад
Business Strategy 06 - Business Level Strategy
Business Strategy 05 - Vision, Mission, Values, and a few "Loose Ends"
Просмотров 16 тыс.3 года назад
Business Strategy 05 - Vision, Mission, Values, and a few "Loose Ends"
Business Strategy 04 - Internal Factors: Resources, Capabilities & Core Competencies
Просмотров 9 тыс.3 года назад
Business Strategy 04 - Internal Factors: Resources, Capabilities & Core Competencies
Business Strategy 03 - The External Environment of a Firm
Просмотров 7 тыс.3 года назад
Business Strategy 03 - The External Environment of a Firm
Business Strategy 02 - Measuring Success in Strategic Management
Просмотров 7 тыс.3 года назад
Business Strategy 02 - Measuring Success in Strategic Management
Business Strategy 01 - Introduction to Strategic Management
Просмотров 23 тыс.3 года назад
Business Strategy 01 - Introduction to Strategic Management

Комментарии

  • @WardmanABimes
    @WardmanABimes 11 дней назад

    Very good explanation 👏

  •  22 дня назад

    Can you give the complete reference of the articles and books that you used to design the strategic management process? Thanks in advance

  • @BusinessManagement-UK
    @BusinessManagement-UK 28 дней назад

    Great videos series. Keep it up ❤

  • @joebaba2341
    @joebaba2341 Месяц назад

    Is there a way one can get a certificate for this course after completion @Ajarn

  • @zaidkamardin
    @zaidkamardin Месяц назад

    This is one of best series of video on Strategy that I came across. It provides a structured view and relationships between different tools/frameworks/ideas. Most other on videos on strategy tend to approach “strategy” as nebulous and fractured concepts.

    • @ajarnolli
      @ajarnolli Месяц назад

      Thank you so much for the very kind feedback. Really appreciated - it means a lot to me!

  • @abhinavsingh5287
    @abhinavsingh5287 Месяц назад

    What stocks would you personally recommend for 1 year profit Can I foreigner spend on the stock of Thailand

  • @jackrio_ke
    @jackrio_ke 2 месяца назад

    thank you for course!

  • @Q00974
    @Q00974 2 месяца назад

    Can we have the excel sheet for this please

  • @Q00974
    @Q00974 2 месяца назад

    Thank you for this lecture 🇶🇦🤝

  • @PhoneLamin-e7g
    @PhoneLamin-e7g 4 месяца назад

    Can Myanmar people also invest?

  • @donovanjoubert3210
    @donovanjoubert3210 4 месяца назад

    Thank you very much for the effort you did!!

  • @philipkirunga8083
    @philipkirunga8083 4 месяца назад

    Very good & educative vid for my masters class, thx for the presentation

  • @YANSHENGSHUM
    @YANSHENGSHUM 4 месяца назад

    What is competitive advantage?

  • @99tawangmangubeauty
    @99tawangmangubeauty 5 месяцев назад

    Thank you very much professor, such an amazing approach to teaching. I can't wait to see the remaining lectures

  • @ShabasRS
    @ShabasRS 5 месяцев назад

    How? How is this course FREE?

    • @ajarnolli
      @ajarnolli 2 месяца назад

      😊 Thank you so much for the feedback! 🙏🏼 The explanation is simple: Teaching is my hobby, and the content here was originally just meant for my BBA students here in Thailand. But if it is helpful for other people also, I’m happy - and very happy to provide it for free as well. 😃😃😃

  • @Dr.Chjeff
    @Dr.Chjeff 6 месяцев назад

    very good and clear

  • @BigDaddy-cr2hz
    @BigDaddy-cr2hz 6 месяцев назад

    Hi, thanks for the amazing lectures. Can you please provide ppts via a url as well?

  • @lechx32
    @lechx32 7 месяцев назад

    Thank you very much for the course!

  • @lechx32
    @lechx32 7 месяцев назад

    Wow, that's the most structured and reasonable overview of the topic I've found! This course of lectures is definitely worth watching, thank you!

    • @ajarnolli
      @ajarnolli 7 месяцев назад

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

  • @pavinasoufflard5458
    @pavinasoufflard5458 7 месяцев назад

    just wanted to say thank u so much for putting these videos on youtube, it helps me so much for my exam !!! keep it up !!! :-)

    • @ajarnolli
      @ajarnolli 7 месяцев назад

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

  • @khaledalkayed
    @khaledalkayed 8 месяцев назад

    Thanks

  • @khaledalkayed
    @khaledalkayed 8 месяцев назад

    Thanks

  • @kippsguitar6539
    @kippsguitar6539 8 месяцев назад

    17 p/E for an emerging market with an unstable government is way way too high, it should be single figures, nobody who has any idea of investing would invest in the SET

    • @ajarnolli
      @ajarnolli 8 месяцев назад

      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…

  • @reverv2827
    @reverv2827 8 месяцев назад

    May I know, how to buy the stocks from the companies? 🥹🥹

    • @ajarnolli
      @ajarnolli 8 месяцев назад

      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!

  • @JongHoChoi-ub8zl
    @JongHoChoi-ub8zl 9 месяцев назад

    Why are you doing this for free? you should get at least 1000usd+ per lectures i personlly think. anyways i will def get back to you once my business kicks off!!

    • @ajarnolli
      @ajarnolli 8 месяцев назад

      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!

  • @maxklariczen7320
    @maxklariczen7320 10 месяцев назад

    Thats information is amazin!

    • @ajarnolli
      @ajarnolli 8 месяцев назад

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

  • @george6977
    @george6977 11 месяцев назад

    👍l was curious as to why Xtrackers MSCI Thailand ETF has underperformed the S&P 500 since 2014 and came across this gem by chance. Thanks.

    • @ajarnolli
      @ajarnolli 8 месяцев назад

      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!

  • @mukhtargazali3497
    @mukhtargazali3497 11 месяцев назад

    Thank you

  • @NatSaralamba
    @NatSaralamba Год назад

    Wie geht's ajarn Olli?! Hope all is well my friend.

  • @HlaTun-e8t
    @HlaTun-e8t Год назад

    20:56

  • @phalanxtrader
    @phalanxtrader Год назад

    Hi Olli, very interesting that much more Foreign Investors active against others like prop firms or instis ...and furthermore a good statistic overview "day of week" (best day Fri & Wed) and October better than November, it's some different from the american stock market. It is possible for a german resident to invest via thai discount broker in dividend stocks ?

  • @Selle-f2g
    @Selle-f2g Год назад

    thank you, I now understand my assignment. thank you so much for your explanation

  • @nyutzpaul8293
    @nyutzpaul8293 Год назад

    Great work 😊

  • @venkatramisetti6961
    @venkatramisetti6961 Год назад

    can u provide ppt ?

  • @JR537
    @JR537 Год назад

    I’m looking to invest in Thailand stock market but I don’t know where to begin. Thank you for this video.

  • @6724johnps
    @6724johnps Год назад

    Thank you! Great course 👍🏻

  • @nhungphuong2461
    @nhungphuong2461 Год назад

    Thank you for sharing. Greeting from Hanoi! Looking for your future valuable work.

  • @nhungphuong2461
    @nhungphuong2461 Год назад

    Dear Mr. Ajarn Olli, thanks for your valuable series. I went through the 4 first videos, and have some confusion about this 4th video. Can you help me explain: (1) why the organizational structure is cataloged in tangible resources? (2) how can we calculate the value of some resources like organizational structure, human capital, and reputation capital,...? Thank you so much.

  • @nhungphuong2461
    @nhungphuong2461 Год назад

    Thanks for the valuable series

  • @sunilshegu
    @sunilshegu Год назад

    Great content 👌

    • @ajarnolli
      @ajarnolli Год назад

      Thank you so much for the feedback 😊

  • @cinthyabeneducci6795
    @cinthyabeneducci6795 Год назад

    thanks from brazil!

    • @ajarnolli
      @ajarnolli Год назад

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

  • @nahinalam5522
    @nahinalam5522 Год назад

    hello can give me your email please.

  • @nagulmeerahappy1240
    @nagulmeerahappy1240 Год назад

    Whats the best strategy for Volkswagen ?

    • @ajarnolli
      @ajarnolli Год назад

      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...?

  • @rawykarim3295
    @rawykarim3295 Год назад

    Could you share the file

  • @vesnl
    @vesnl Год назад

    Thanks for the explanation. Been looking into the Thai market to work towards the visa requirements

  • @yewinye7920
    @yewinye7920 Год назад

    Sir,Set&value are how to calculate

    • @ajarnolli
      @ajarnolli Год назад

      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.

  • @deepakthakur5212
    @deepakthakur5212 Год назад

    Beautifully explained

    • @ajarnolli
      @ajarnolli Год назад

      Thank you so much 🙂

  • @zayarmaung1894
    @zayarmaung1894 Год назад

    Thank you for sharing your insights. I am Burmese watching from Phnom Pehn :D. Subscribed the channel and you are my Ajarn now. Looking forward to new uploads.

    • @ajarnolli
      @ajarnolli Год назад

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

  • @naymyohtun2876
    @naymyohtun2876 2 года назад

    Thank

  • @mohammadmoniruzzaman4201
    @mohammadmoniruzzaman4201 2 года назад

    Sir I’ve confusion in mission and vision statement. How to clearly set mission and vision? Can you give please give more detailed in a separate video?

    • @ajarnolli
      @ajarnolli Год назад

      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!