Research on Thai Markets in general and the SET Index
Week 22/04 – 26/04 Corporate ctr.vn, fpt.vn, msn.vn, nvl.vn, vic.vn CTR VN: plans to pay cash dividends at a rate of 27.2% (VND311 bn); Development investment fund VND100 bn, bonus and welfare fund VND125 bn. Comment: Finally…….and this name is well positioned given the telco investments/capex. FPT VN: announced cooperation with Nvidia to promote AI […]
Read More →As of writing the Thai Baht just went past USDTHB 37… Well – a decade of military idiots running the country followed by the US jacking up rates = this magical scenario facing Thailand. Friends are now starting to whisper USDTHB 40…let’s see…anyways this means that in USD terms the SET is -13% for the […]
Read More →Short week. Earnings season starting…let’s see how bad things are…or not.
Read More →It’s songkran holiday week & people are already gone on holidays…but…the market has a lot going on for it. (note i’m posting this on the 11th April), governments announcing the budget, digital wallets, and property stimulus – same game different decade….
Read More →The Thai government approved the long-delayed budget. The Thai government is finalising and implementing my 3G strategy – Girls, Ganja & Gambling – Casinos are a go.. The BOT is under pressure to cut rates. Tourism is rocking n rolling. FDI is going to surprise positively by the end of the year. The market will […]
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