Hello Hello Hello Mr. Market, Uncle Pon is back. And what’s changed? Thai politics is still messy, yawnz, earnings are meh, yawnz, DELTA is still the only game in town, yawnz…but what if, what if … But what if, what if… But but but I’ve often thought that the capital that is sloshing around in […]

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Boom what a quick recovery. List the uncertainties that may have held back the Thai Equity market

And Thailand’s PM Merry go-round continues. Is this the end for the Shinawatras? How many more female family members can Thaksin throw to the wolves? There’s enough analysis out there over the potential scenarios and who could be the next PM and/or the potential for the government being dissolved and new sham elections held. Sham […]

Thai Airways has made Thai stocks great again. I’m only half joking, but after the technical double bottom in the markets, the SET has woken up and is one of the best performing equity markets over the past 6 weeks, in…the….world! Thai airway’s is a simple story…no debt on the b/s, growth story, there’s a […]

Zero of note – it’s in the midst of earnings season, after the 15th August we’ll see what happens.