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.

Notable Transactions Buy(s) THB 2.9 mn Sell(s) THB 0.4 mn

And in the blink of an eye, Thailand is one of the best, if not the best performer in the world this month. The threat of the Cambodians, tariffs, a new BoT governor and the Shinawatras potentially being kicked out has made Thai Stocks great again. We’re in the midst of earnings season and let’s […]

And just like that, in the space of 2-3 weeks, the SET is only down -14% ytd. (from < -20%) Still hold to a viewpoint that 1) There’s no more selling pressure because everyone is out or stuck at the top 2) Thailand could surprise better than expected on the tariff’s after seeing the # […]

Bonus 10