Ohhh boy here we go.

Note: There’s likely to be several data errors, blame the service provider, I’m not going to double check ~900 listed companies results.

Chart 1: Ups and Downs

Comment: Which companies showed increases/decreases QoQ and YoY for both sales/revenue & net profits. How’s that for a depressing image that ~20% of listed co’s had both negative growth for revenues and net profits.

Chart 2: Sector

Comment: Only the utilities had a decent showing both QoQ and YoY. Interesting to see that other than energy and materials – most sectors showed a decent profit increase. But at the end of the day, Thailand (both SET & MAI) positive profit growth of +3.8% YoY.

Note: Highlights are +/- 10%

Chart 3: Variance SET weightings vs Revenue/Profit

Comment: I was curious just to comp the top weighted companies in the SET versus their revenue/profits to their peers that are more than 1% weighting the SET. It’s obvious that DELTA is far above where it should be and that PTT should be far higher in weighting.

Note: Highlights are +/- 2%