Two interesting matters on the technical side of the markets, one DELTA is now going to capped at 10% – which would be amusing if the sector rallies again but the SET is going to be flat because of DELTA being capped; two – LTF selling is done for now as this the period where […]

What a boring week. Notable Transactions Buy(s) Sell(s) THB

Bonus 6

We’re still in Trumpy territory (amazing how quickly people’s memory has moved on away from the Earthquake, or perhaps it’s just me…) Regarding trumpy’s tariff’s – I look to the same playbook we saw back in his first term, ignore the media, it’ll most likely be one by one each tariff per country comes down […]

A short coming week for the Thai market as the country is still waking up from it’s Songkran holidays. We’re in the midset of 1Q25 earnings season + dividend season – but this doesn’t matter as flows and emotions have continued to take over the market. Regarding trumpy’s moves…well I look at oil…anti-oil plays continue […]

Bonus 3

First a physical earthquake, and now a market earthquake. Find the divvy compounders and hold on for dear life. If you love to trade – something I do at times – size smaller…. It’s going to be a funky period. Get some sleep.

Thailand had a little wobble from the Earthquake in Myanmar on Friday. And that’s all people are talking about….it’s incredibly odd that only the government buildings seem to have issues. I highly doubt it’s due to any corruption or resultant cost cutting in the construction process. Perhaps it’s only due to the location and Feng […]