Commentary on special events in Thailand and the SET Index.
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 […]
Read More →The Ukraine/Russia event and newscycle led to everything else not being important in the markets, alas part of me still thinks we should look at the actual figures of companies…and here we go for 2021. In summary: ALL GREAT improvements The financials rocked and rolled (accounting certainly helps) Petrochem & Energy rocked and rolled – […]
Read More →Rant time – nothing clever below, just imagine that I’m that fellow at the pub whose mouth is full of fries and beers, standing up with my mouth full and muttering nonsense. My favourite new insult is “you are, how can I call it, a small cat” (go google it) and I’ll use it from […]
Read More →A last random thoughts for the year… Note: This is a compilation of random thoughts jotted down over the past few months and finally, I have some downtime to compile them now. ~Interconnectedness~ We buy a mobile phone from a store, in a mall, which is rented by the shop owner from the landlord. The […]
Read More →Before a quick muse on 3Q21 #’s, let’s have a quick look at what I wrote for 2Q21…a quick recap: 2Q21 Just look at that YoY and even QoQ performance, not a surprise for the overall market. It’s the next 6-18 months that have me scratching my head for the overall market, certain sectors are […]
Read More →We distributed this datasheet a month ago to investors. The takeaways for Thailand are: Public companies are stronger than private ones Revenue does not need to return to pre-c19 levels to achieve the same margins Now the questions: How much better will margins be in the coming quarters/years as economies reopen? How much higher a […]
Read More →A good friend over the weekend spoke with me and said “Pon where the f are your rants, bring them back!” So here’s one I had filed since…July, again pardon the writing, this isn’t The Economist. The regionI’ve been thinking for the past decade when traveling throughout the region that I no longer see European […]
Read More →Quarterly Calls With quarterly announcements/calls etc etc effectively over there are 2 that I always enjoy reading/listening to. Universal Robina (Philippines) A decade ago I came across this massive Filipino consumer player, Universal Robina because I was curious who was behind my favourite snack brand as a kid in Singapore, Jack n Jill. Since then […]
Read More →Just look at that YoY and even QoQ performance, not a surprise for the overall market. It’s the next 6-18 months that have me scratching my head for the overall market, certain sectors are going to continue doing well/improve i.e. energy/commodities, transports, hotels, but we won’t see such as large a jump, actually allow me […]
Read More →Last week we were sitting in the office and thought aloud, how did this wonderful Thai Government come up with the idea to open the country on the 1st October? Note: I want to be able to fly openly throughout the world without quarantines (just like in the US and parts of Europe), so I […]
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