Category: Market

Research on Thai Markets in general and the SET Index

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Market Update 02/09

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.

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Stocks in the news (awc, bch, ktb, thcom, tnp, ttb, vgi) 29.08.24

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 […]

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Market Update 26/08

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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Market Update 19/08

Thaksin makes Thailand great again? No more political infighting? Combine that with interest rates being “cut” around several markets + strengthening thb + a low base as there is no more foreign selling pressure + earnings that looked decent YoY = easy run to 1,400?

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Market Update 13/08

Have people forgotten about the Japanese equity market crashing some -20% last Monday? Anyone else noticing that the thai telco’s going up and up? Told you, they’re going to mint it..at our cost (consumer). Gulf needs the $ to bankroll their expansion and True still needs to pay off all that debt.

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