Market Update 09/11
Let’s see how the market wobbles for this week. Earnings season + margin calls, could a bottom be in by Monday/Tuesday for the short term? Fun times as always. Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
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Research on Thai Markets in general and the SET Index
WHTW Top 10: 02/11 – 06/11
Grok This briefing draws from recent reporting by Bangkok Post, Reuters, The Nation, Thai Examiner, Thai PBS-related outlets, company disclosures, and parallel English/Thai X monitoring. Context: Anutin Charnvirakul (Bhumjaithai) leads a majority coalition after the February 2026 election (Bhumjaithai ~193 seats; People’s Party second; Pheu Thai third). A no-confidence debate is scheduled for 7–11 December. […]
Read More →Market Update 12/10/26
To make Bangkok look great again, they’ve decided to force the office population to WFH so that the overlords of finance will believe that Bangkok has no traffic and is the bastion of modern civilization and city planning. As for the markets…well it’s a forced week off…and several schools are on holiday + 3Q earnings […]
Read More →Market Update 28/09
These Bangkok floods are far worse than most expected, perhaps 20% of the people I know have had their homes flooded, but it isn’t nationwide, thus nowhere the damage of 2011. Prayers to those affected. And as usual my brain went to ok…homepro…crc…thai watsadu…global…scc….all these players should see a demand uplift as a result of […]
Read More →Market Update 21/09
Now I know why my Thai refiners can’t trade a premium – because the government is going to force them to subsidise the domestic businesses. Nevertheless with Iran not stopping…Ukraine/Russia still ongoing, Europe learning that their ESG mandates are coming to fruition with Saudi not delivering oil, why can’t all refineries globally trade above replacement […]
Read More →WHTW Top 10: 14/09 – 18/09
FTSE Rebalance — FTSE changes take effect at today’s close. CPN moves from Large Cap to Mid Cap, while BTS, LH, SCCC and TU move from Mid Cap to Small Cap. Small Cap additions also include FTREIT and THAI, while BLAND, SPCG and TPIPP are deleted. Estimated notable passive inflows are THAI +THB2.3bn, TTB +THB1.4bn, […]
Read More →Thai 2Q26 Earnings: A Sixth Straight Beat
This post was created by Grok and Friends 🙂Thus any errors are errors and accept it. Do your own homework. Source: Bloomberg, SET. Coverage universe 179 stocks. Report dated 17 August 2026. Figures in Bt unless noted. SET-listed companies just posted their sixth consecutive quarter of earnings beats. Aggregate 2Q26 net profit for a 179-stock […]
Read More →Market Update 07/09
It’s September, where’s my -10% drop? Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Market Update 31/08
And so it’s the quiet time and no one knows what to buy any more. The liquidity wall from TTB, ADVANC, THAI and TRUE have the locals dumping their winners. Now El Nino is (finally) in the news…commodities yum yum. Iran isn’t finished…neither is Ukraine, (un)amusing times.
Read More →WHTW Top 10: 24/08 – 28/08
Grok Weekly Thai News Briefing Period covered: Approx. 18–28 August 2026 (last 7–10 days) Sources prioritize Bangkok Post, The Nation, Reuters, Nikkei Asia, Thai Examiner, SET, Bank of Thailand, and related reputable outlets. Parallel English and Thai-language monitoring (web + X) was used for politics, economy, and markets. Political News 1. Senate collusion allegations intensify […]
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