Tourism still fine until 4Q26 for a YoY comp. 2027 let’s see. Q mark on currency given the gold trade. But then will the exporters get a bump? Delta driving us to the moon Will the auto players, non-EV, benefit in 2026 as the EV subsidies are gone? Perplexity LinkWould the players such as SAT, […]
Read More →Notable Transactions Buy(s) THB 5 mn Sell(s) THB 3.4 mn Note: It’s earnings season….naturally no trades..let’s see in March. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →From my buddy Grok Weekly Thai News Summary (February 14-20, 2026) This summary compiles the latest developments in Thai political, national, and corporate news, drawing from web searches and expert insights on X. Key themes include the aftermath of the February 8 general election, border tensions with Cambodia, economic projections, and business expansions. Below are […]
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