I’m still of the viewpoint that 2H>1H, which will break the usual trend that we’ve seen since Prayuth & friends came in. Far higher probability that the market is nearer to 1,500 than 1,200 from here. Why? Government spending is finallllllllllly back, and at 1.5x the speed due to the budget effectively doubling up => […]

Bonus 3:

I mean, look at how $hit that is. Outside of a crisis period….I think this is one of the rare times that I’ve SET near 1x BV.

Bonus 10:

The mood on the ground is that … Thailand is rubbish, and the SET is mimicking this.

Today is the first real working day of the year for Thailand. January – People still celebrating new years Feb – Chinese new year Mar – They’re on the beaches still going oh la la April – hello songkran and they’re all off to go ohooooooooooo. May – Magical holidays, they’re off to Japan. 4 […]

Bonus 7

Heyyy looooooookkkk it’s only down a little bit….urgh. Random thoughts: