Research on Thai Markets in general and the SET Index
Just look at the yield’s available….then again with the US offering ~4-5% p.a. why bother with the SET? Or are payouts just going to increase going forward? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Bonus 2 Grok Weekly Thai Political, Country/Economic & Corporate News Briefing Period covered: Approx. 28 July – 7 August 2026 (last 7–10 days) This briefing draws from reputable sources including Bangkok Post, The Nation, Reuters, Thai PBS/Nation Thailand, Bank of Thailand, SET data, and related coverage. Parallel English and Thai-language X (Twitter) monitoring was conducted […]
Read More →A random chat in the group has led to this little 10 minute session on perplexity. After seeing imports continually increase, I’ve been simply working on the hypothesis that it’ll led to future export growth in the coming 12-24 months. Seems likely. Let’s see. What’s interesting from the below is that growth in agri products, […]
Read More →Tourism catching a bid (see the thai teaw thai plus)? Electronics catching a flu (korean degens margin called)? Financial repression continuing as banks minting it on yield steepening (look at the 1 year versus the 10 year yields)? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing Coverage: ~21–31 July 2026 (last 7–10 days) Sources prioritized: Bangkok Post, Nation Thailand, Thai Examiner, Thaiger, Reuters/Al Jazeera/Nikkei Asia coverage, official statements, SET data, and parallel English/Thai X monitoring. Political News 1. PM Anutin’s official China visit (16–20 July): Met President Xi Jinping and Premier Li Qiang; elevated comprehensive strategic […]
Read More →It’s coming to the volatile part of the market months….the World Cup is over, summer holidays is coming to an end and what volatility to the downside will appear? There’s still a lot to be positive for, but let’s see… If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing (approx. July 17–24, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources (Bangkok Post, Reuters, The Nation, Thai PBS, etc.), market data, and social media sentiment. Thailand’s political landscape remains shaped by post-2025 transitions, with Anutin Charnvirakul of the Bhumjaithai Party serving as Prime […]
Read More →2Q26 earnings season is coming…banks are releasing now…what could one expect? Better than expected NIMs? Higher divvy payouts? Share buybacks? Let’s see…. Amusingly markets that are heavy banks, energy and telco are the ones doing well…bodes well for the region, and the s. americas etc etc. Tech heavy ones may finally continue to see that […]
Read More →Grok Weekly Thai News Briefing (approx. July 8–17, 2026) This briefing covers key developments from the past ~7–10 days, drawing from reputable sources like Bangkok Post, Reuters, Nation Thailand, Thai PBS, and market data. It prioritizes high-impact stories in politics, economy/country developments, and corporate/news. Political News – Constitutional Court Upholds B400 Billion Emergency Borrowing Decree […]
Read More →Another day another dollar. Can you imagine what happens to KBANK’s performance should GULF’s management team pulls an AIS on it?
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