Commentary on special events in Thailand and the SET Index.
Prayuth is not an idiot, he’s been in control of Thailand with his buddies for the past 9 years. Anyone in charge of a country for that long has to be one wily clever sob. But has this incredible intelligence translated into an amazing stock market performance for Thailand? The clever folks here have conducted […]
Read More →Just look at the dumps taken by several plc’s in the 4Q22… Here are the highlights: Italicised copied n pasted from a broker report.
Read More →Random Thoughts The wonderful thing with flying is that brain farts/dumps occur more often. So, my punjabi MC’s, here we go… New Cities For the past few years, and mainly due to the listening to Scott Adam’s who has commented that the development of new cities (see the Saudi idea) is going to be the […]
Read More →As I was writing the market update for tomorrow…sitting alone in the office, I had a beautiful brain dump…so enjoy …..here goes (to my punjabi MC’s enjoy!), usual disclaimers – its disorganised, likely all wrong, not to be taken seriously, I love the king. ….I have various scenarios still running through my mind….brain dumping below, […]
Read More →Inflation/supply chain A silly analogy however every once in a while Ill enjoy an overpriced (but fantastic) coffee for 120 baht. Recently the price has increased to 140, why? According to the staff it’s because finding fresh cow milk is harder than before. This doesn’t apply just to them, the average coffee that I buy […]
Read More →H. Marks Memo Perhaps I’m just biased from reading H. Marks memo’s for the past decade, but yes I typically say that I have no idea what will happen in the future and just explain potential scenarios (for companies/industries/countries) based upon what’s happening now. But even then I normally finish every conversation with this line […]
Read More →Just look at the winners, energy and financials. And that’s going to be the story for the next 6-9 months.
Read More →Time for some rants and random thoughts. Disjointed spending If you’ve been walking around the 3S’s (that’s my acronym for sukhumvit, silom and sathorn) during Wednesday-Friday this week (a few weeks ago) you’d think that Bangkok is dead quiet and that there is no economic activity occurring. This just led to me thinking that we’re […]
Read More →National Security Here’s a list of recent national security measures some countries have taken: Indonesia changes its mind more often that a crack addict regarding its commodity exports, at one point it bans the export of coal, then the next month it allows it, then it decides to ban the export of CPO, and then […]
Read More →The usual collection of random thoughts over the past 2 months Sweet weed https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/ Came across this study, and guess what? That sweet sweet weed helps against the wuflu. So c’mon Anutin and friends, stop screwing over the population more than you’ve already done and get us access to that sweet weed Elections BKK governor […]
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