MAI looks interesting for the first time in years… Still worried short term, but let’s see. Thailand is still in great shape, isn’t it amazing how quiet the political scene has been, companies now get to focus on business as opposed to the phuckery of the country’s governance. If this has helped you, please consider […]

Bonus 7 Grok Weekly Thai News Briefing (as of ~June 26, 2026, covering roughly mid-to-late June 2026). This briefing draws from recent reputable sources (Thai PBS, Bangkok Post, Reuters, etc.), market data, and X chatter. It compiles key high-impact items from the past 7–10 days, emphasizing politics, economy/country developments, and corporate news. At least 20 […]

Its World Cup season! Now due to the DEI donkey kongs that decided to include extra rounds and rubbish footballers into the WC, historical analysis of how the SET performs during a WC may not work..but historically the market declines -2-3%, I presume most are too busy drinking and gambling to pay attention to markets. […]

FTSE SET Large-Cap Index FTSE SET Mid-cap Index If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Given how high market volumes have been – shouldn’t the brokers be making bank again? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Grok Weekly Thai News Briefing (approx. June 3–12, 2026) This briefing covers major developments from the past 7–10 days, drawing from reputable English and Thai sources (Bangkok Post, Thai PBS, Reuters, SET data, etc.), plus X sentiment. Key themes: Thaksin Shinawatra’s full release under royal pardon, ongoing economic softness (low consumer confidence), steady-to-positive SET performance […]

It’s been on my mind that global equity markets would get weaker, the korean degens are finally getting margin calls…let’s see, spacex ipo = a lot of liquidity being sucked out…plus Thailand’s been on a great run, fun times ahead. Specific for Thailand..what else can the government push out now…been a great newsflow period, I’m […]

Grok Thai Weekly News Briefing (as of ~June 5, 2026)  Country & Economic News Thailand’s economy shows mixed signals with resilient markets but underlying vulnerabilities (slow growth, inflation risks, external shocks). Implications: Positive market momentum and tourism aid recovery, but structural issues (debt, inequality, external shocks) limit upside; 2026 forecasts remain cautious (~2–3% growth). Corporate […]

The best performing market in ASEAN Note: The PE/div are as of 05/06 If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇