I’ll start with a question, what is the the largest total addressable market today? Scroll down to see that rabbit hole…. Disclaimer: I love the military, don’t put me in jail :p WuFlu and Vaccines Thailand’s going through another amusing period….right before another long holiday period, right before protests were picking up again….of covid-19 cases. […]

Read More →

So the 4Q20 #’s were finished a few weeks ago, there’s an excel file link below (only available for a week from posting date) Here are some quick #’s: SET 4Q profit was -31% YoY, +23.7% QoQ, 9M was -50% 3/27 sectors grew YoY & QoQ 119/814 companies (SET & MAI) grew their profits & […]

Read More →

Is it me or did Buffet’s annual letter didn’t get as much play in the media as it used to? Or am I just in a different social media bubble that I don’t see the using fawning over what he wrote? Same thoughts apply to Marks latest Memo, normally I would see this all over […]

Read More →

“Myanmar’s Aung San Suu Kyi and other top leaders have been detained in an early-morning raid in an apparent “coup,” her party’s spokesperson Myo Nyunt said, a move that came after the country’s military disputed its landslide win in a November election.” Source: Bloomberg Why should those on the Thai equity markets care? You have […]

Read More →

No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]

Read More →

~Rant begins~ Some of the books I’ve revisited during the past 6 months were George Orwell’s 1984 and Animal Farm. And for my own personal amusement I shall do a poor usage of the characters name for this random thoughts post Characters: Napoleon – Prawit Squealer – Prayuth Boxer – Anutin Benjamin – Pheu Thai […]

Read More →

So this 3Q20 #’s were finally finished just over a week ago. Here are some quick #’s: SET 3Q profit was -31% YoY, +23.7% QoQ, 9M was -50% All major sectors excl construction and transports improved QoQ 5/27 sectors grew YoY, QoQ & 9M 147/778 companies (SET & MAI) grew their profits & eps both […]

Read More →

Protests Well it’s keep it short. I don’t see how this government steps down when they control the Government, the police, the army, the navy, the airforce, the courts etc etc. I can’t remember the last time there was a “political” group this powerful in Thailand’s modern history. I’ll rephrase this, there is one potential […]

Read More →

BGC – Singha following the CP playbook. So there is another capital increase occurring in the markets. This time its a consolidation play by Singha’s bottling firm, BGC.   My first thought seeing this headline was… “This is the perfect example of public companies that have access to capital buying up their competitors and taking over their […]

Read More →

A month ago I had heard a rumour regarding TKN potentially being acquired by an MNC. A: Initially I thought the the price movement on the 29th September when the share price moved to 11.50/baht (from 10) intra-day was the beginning of the move. Over the next few days we realised that this wasn’t the case […]

Read More →