Research on Thai Markets in general and the SET Index
Oh Thailand, how your choice of government never fails to disappoint me…but markets love the control of 1 dominant party as it implies 1) Stability 2) Policies that should last more than 12 months. Anyways – look at my darling resources & industrials, even propcon has a double bottom. If this has helped you, please […]
Read More →Grok Weekly Thai News Digest: Political, Country, and Corporate Updates This digest compiles recent developments in Thailand’s political landscape, general country news, and corporate/business sectors, drawn from web searches and X ecosystem analysis. Focused on the week leading up to the February 8 snap election, it includes at least 20 key items. Insights from X […]
Read More →From what I’ve read online since the past few weeks, Warsh = gold sub 4k, Rieder = gold 7k, and it’s turning out to be true. The double bottom in industrials has my attention. “Ohhh you use technicals” – don’t be a donkey, everyone looks at charts. If this has helped you, please consider donating […]
Read More →Notable Transactions Buy(s) THB 16 mn Sell(s) THB 11 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Bull: Elections & Divvy season + the potential of a government that lasts more than a year + has policies & execution better than the military donkeys. And the market is CHEAPP excl DELTA & GULF. Divvy’s below THB 20 bn market cap are 5%+ for the co’s that are paying. Bear: It’s still amazing […]
Read More →My Top 10 (see below for Groks) Grok I’ve set up a weekly Task on Grok. It’s fantastic… Weekly Thai News Roundup: Political, Country, and Corporate Updates This Grok Task aggregates recent developments in Thailand’s political landscape, general country news, and corporate sector. Drawing from web searches, expert X posts, and detailed summaries of key […]
Read More →Is it pre-election rally time? Look at the yummy div yields on offer in Thailand. Cheapest sector on the SET is the industrials, that’s your friends in PTT & IVL and look at that YTD performance. Wouldn’t be surprised to see this continue leading up to divvy season.
Read More →If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →Politics aside – the news hitting the market is in the hospital sector with AIA officially stopping to sell lump-sum health insurance policies and they have some 25% of the market. Meh IMO, though if people are going to finally look at the rubbish private Thai hospitals are adding to the bills…perhaps it will hurt […]
Read More →Hello World – ohhh look new charts below We’re in political season again….another election…spending isn’t going to move the needle. And Anutin, may only win a few % of the popular vote, but will be PM and then watch cronyism explode and find the next SKY that will profit from a political relationship.
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