Notable Transactions Buy(s) THB 2.9 mn Sell(s) THB 0.4 mn

And in the blink of an eye, Thailand is one of the best, if not the best performer in the world this month. The threat of the Cambodians, tariffs, a new BoT governor and the Shinawatras potentially being kicked out has made Thai Stocks great again. We’re in the midst of earnings season and let’s […]

And just like that, in the space of 2-3 weeks, the SET is only down -14% ytd. (from < -20%) Still hold to a viewpoint that 1) There’s no more selling pressure because everyone is out or stuck at the top 2) Thailand could surprise better than expected on the tariff’s after seeing the # […]

Bonus 10

It’s shopping time, 7/7! How appropriate given that the market is now 20% for the year, the PE seems to have magically disappeared from my bberg but whatever. The yield is now at 4.4%, the index is almost down below 1x PBV – which typically means, it’s shopping season. But we are blessed in Thailand […]

Thailand is having good fun with Cambodia. It’s an interesting few weeks ahead and it’s all about the budget…it’s THB 150 bn up for play between the two main ministries….

How’s this for a piece of good news….ESG LTF whatever it is called deadline is this month – massive fund flow incoming!! right….