Category: Market
Research on Thai Markets in general and the SET Index
Market Update 16/04
A short coming week for the Thai market as the country is still waking up from it’s Songkran holidays. We’re in the midset of 1Q25 earnings season + dividend season – but this doesn’t matter as flows and emotions have continued to take over the market. Regarding trumpy’s moves…well I look at oil…anti-oil plays continue […]
Read More →Market Update 07/04
First a physical earthquake, and now a market earthquake. Find the divvy compounders and hold on for dear life. If you love to trade – something I do at times – size smaller…. It’s going to be a funky period. Get some sleep.
Read More →Market Update 31/03
Thailand had a little wobble from the Earthquake in Myanmar on Friday. And that’s all people are talking about….it’s incredibly odd that only the government buildings seem to have issues. I highly doubt it’s due to any corruption or resultant cost cutting in the construction process. Perhaps it’s only due to the location and Feng […]
Read More →Market Update 24/03
This country is governed by idiots. But for the first time since…2011/2012 have a look at the dividend yields on offer…
Read More →Management Trades 17/03 – 21/03
Notable Transactions Buy(s) THB 80 mn Sell(s) THB 30 mn
Read More →Market Update 17/03
Is there anything positive in the market? Just look at the 12 month performance for every sector…I would normally say look at buying the sector that has underperformed over the past 12 months but wow…this means buy Thailand!
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