Day: February 6, 2026

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Stocks in the news (bts, kbank, samart) 02.02.26

BTS BTS Group – “Baan Chao Thai”: Affordable housing initiative to expand nationwide, shifting from Bangkok condos to provincial detached homes. Zero down-payment model targets renters paying THB5–8k/month, with financing support from the Government Housing Bank. Comment: Well…I guess it’s no longer an infra company. “oh but this doesn’t change our model” yeah…the last time […]

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Market Update 02/02

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 […]

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Management Trades 26/01 – 30/01

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 🙏🧇

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