Research on Thai Markets in general and the SET Index
Congratulations Thailand, you’re one of the worst performing markets in the world (granted the country has a week left to turn it around, perhaps DELTA will race to 1,000 and save every mutual fund in the country.) A quick rant for the year (or future) – nothing changed – (ok fine, the POS overleveraged co’s […]
Read More →Mentally I’m on holiday mode. The market looks like it is as well. But now the global markets, or let’s be frank the US markets which effectively has sucked all the capital in the world, appears to be pricing in cuts for next year. Now I’m no squiggly line expert but last year the USDTHB […]
Read More →I already feel like I’m on holiday mode, I believe the market is the same mood. It’ll be the last week of the year that I’ll post. Let’s see what happens. But Thailand continues to be a dog dog dog. Normally you’d see 1/2 the market green over 12 months and the other 1/2 red […]
Read More →What a rubbish market. There’s not much else I can say. But it’s just been a rubbish market. Earnings season done. Will post on it later. But if credit growth is negative/flat, well that doesn’t bode well for the rest of the year, and unless parliament approves a lot of stimuli, this country’s consumer/economy is […]
Read More →Bonus 9 (because this country is just such a mess at the moment there’s so much news available)
Read More →Liquidity in the market has dropped by some -20-30% since the news of the naked short selling hit the market. So…that’s a good rough guesstimate of how much impact those funds had on the Thai market. Thailand continues to be a dog of a performer with the index still -16% for the year, but could […]
Read More →Bonus 2:
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