Day: November 6, 2023

0

Stocks in the news (egco, ner, shr) 06.11.23

EGCO sets Bt30b capex for oversea expansion next year, target to add 1,000MW. NER sees strong 3Q from higher orders, on track to meet Bt30b sales target this year. Comment: Still an oddly “cheap” rubber player. SHR: cod 80 villas resort, SO/Maldives, 3rd property on the island. Comment: I call this the best recovery play […]

Read More →
3

Market Update 06/11

It’s on for the next few months. THB peaked for the year, rhymes a fair bit w/ 2022. Banks are minting it due to higher rates – have you tried to refinance or reup your home loan recently? Rates are “high” relative to the past decade. And deposit rates are nowhere to be seen.

Read More →