Category: Market

Research on Thai Markets in general and the SET Index

0

Market Update 30/07

Holiday after holiday after holiday which months of the year does Thailand not have a holiday anymore… Back to markets…earnings season..fun times…donkeys like SCB continue to struggle…other banks seem to be ok..and the USDTHB is strengthening…a few more decent #’s + continued strengthening..could we see the SET being flat, if not even up by year […]

Read More →
0

Market Update 08/07

La la la la… See the agri sector? Been highlighted in the group chat by someone…CPF/GFPT/TFG have moved well. Everything else still dead…jebus… Upcoming story…starting in October – a massive amount of liquidity will hit the Thai economy as the government spending starts. And now if this comes with the digital wallet….could it? would it? […]

Read More →
2

Random Thoughts: Thailand vs Vietnam

SET Index vs VN Index (absolute) I’ve been hearing jokes about when will the VN Index “number” will beat the SET “number” ramp up in the past few months. Well the Vietnam index data starts in 2001 and you can see that it’s not going to be the first time that Vietnam’s index “number” will […]

Read More →