Research on Thai Markets in general and the SET Index
The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]
Read More →FCCT event – Thursday 26th September Persons Present I never gave 2 shits about politics anywhere in the world, perhaps this is a function of growing up in the 80s/90s within perfect bubbles created by my parents throughout the countries that I’ve lived in. Or perhaps the world was in a special period where economies […]
Read More →Hello hello hello, I’m backkkkkk. Tomorrow Vayupak 3 (yes, as I was reminded on Friday, it’s actually #3 if you know your history) is supposedly going to start hitting the Thai equity market, in the space of 8 weeks the SET has gone from ~1250 to ~1450, that’s a +16%, throw in the USD/THB going […]
Read More →A bit of media For a rare moment I actually appeared in some media outlets over the past 2 months. Longtunman Longtunman – Great shop, lovely folk, think they’re the best at what they do in the region – why? They made me sound half intelligent through the wonders of editing in this interview (from […]
Read More →And Thai politicis continues its headless chicken routine. Nevertheless, my framework remains that government spending is going to be 1.5x higher than what we’ve seen in the past 12 months and the only question is how quickly will the economy recover.
Read More →Bonus 5:
Read More →AWC’s urging government to provide incentives for overseas companies to setup their regional HQs in TH, said international tenants at its office towers account for 70%, yet there’s still room to grow. AWC currently is not interested in the proposed legal casinos or entertainment complexes. Comment: Why? Thai Beverage already has this and pay effectively […]
Read More →What a difference a week or two makes. The currency is now nearly flat for the year. The issues of the past are disappearing, and now a casino (this is being written on 28/08), the final piece in my 3G (girls, ganja and gambling) thesis for Thailand is coming to fruitation. Fund times ahead.
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