Petrochems…refiners…the dogs of the SET have been shining and will continue to shine (people have yet to realise how expensive it is to rebuild a new refinery facility could TOP, SPRC, BCP trade at a premium to replacement value in the future?)..now what about the few coal plays…(btw someone go shoot KBANK for refusing to […]

Grok  If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Scenario seems to binary, straits are reopened soon…life resumes but w/ higher costs, and the current valuations maintain. Or it escalates further and everything needs to be -50-70% lower, except coal. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Everything is about Iran… Grok (edited) Political News  Thai King formally opened the new parliament on March 14 amid ongoing scrutiny over February election ballots (barcodes/QR codes potentially violating secrecy laws; 21 public complaints filed). Election Commission certified 499/500 seats from the February 8 snap election (Bhumjaithai Party: 191 seats; People’s Party: 120; Pheu Thai: […]

Easy trade done… Oil and gold coming back down. USDTHB following. Thai government is almost formed. Are you ready to choose the next winners from this new crony capitalism? Not much thinking is required, fun times ahead. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

*Yes only 8 interesting points this week If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Who else wants to short oil and gold? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

I view the world as mob bosses fighting – with that framework it makes sense. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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 […]