Research on Thai Markets in general and the SET Index
Grok – I’ll start adding my points next week 🙂 Thai Weekly News Briefing (April 8–18, 2026)Comprehensive overview of top developments in politics, economy/country affairs, and corporate news from the past 7–10 days. Sources include Bangkok Post, Reuters, Thai PBS, SET data, and X chatter (English + Thai-language). At least 20 distinct high-impact items compiled […]
Read More →www.aseanpulse.com I vibe coded this on Claude back in January over 3 days. Finally got around to creating a website, updating the dashboard. It’s a long way from where I want it to be. Play around with it – tonnes of bugs, i.e. companies page doesn’t work yet. Data is static, etc etc. But this […]
Read More →If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇 Bonus 2 Grok – I’ve decided not to edit this one, so that you may all see what the results look like. Grok Task: Weekly Thai Political, Country & Corporate News Digest (Week of April 3–10, 2026) This is your […]
Read More →I have nothing intelligent to add on the market. Bull case – new gov, better ministers (dare I say it’s the best I’ve seen in 2 decades?). With Anutin as a puppet where the powers that be have their hands so far up his backside that no matter what stupid $hit he says the country […]
Read More →Grok (edited) 1. Political News (Top Developments) 2. Country / National News 3. Corporate / Business / Company News If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Petrochems…refiners…the dogs of the SET have been shining and will continue to shine (people have yet to realise how expensive it is to rebuild a new refinery facility could TOP, SPRC, BCP trade at a premium to replacement value in the future?)..now what about the few coal plays…(btw someone go shoot KBANK for refusing to […]
Read More →Grok If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Scenario seems to binary, straits are reopened soon…life resumes but w/ higher costs, and the current valuations maintain. Or it escalates further and everything needs to be -50-70% lower, except coal. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Everything is about Iran… Grok (edited) Political News Thai King formally opened the new parliament on March 14 amid ongoing scrutiny over February election ballots (barcodes/QR codes potentially violating secrecy laws; 21 public complaints filed). Election Commission certified 499/500 seats from the February 8 snap election (Bhumjaithai Party: 191 seats; People’s Party: 120; Pheu Thai: […]
Read More →Easy trade done… Oil and gold coming back down. USDTHB following. Thai government is almost formed. Are you ready to choose the next winners from this new crony capitalism? Not much thinking is required, fun times ahead. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
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