Bonus 9 (because this country is just such a mess at the moment there’s so much news available)

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 […]

Bonus 2:

Wow. Any company that’s knocking it out of the park with this quarter’s earnings aren’t even moving. Those that miss just slightly, get sold off hard. Rumours throughout the local instis and retail investors that HFT Funds are naked shorting the market down. And despite my comments that if any broker was found to execute […]

Bonus 5:

It’s on for the next few months. THB peaked for the year, rhymes a fair bit w/ 2022. Banks are minting it due to higher rates – have you tried to refinance or reup your home loan recently? Rates are “high” relative to the past decade. And deposit rates are nowhere to be seen.

Bonus 10 as there’s just too much good stuff:

Wowwwwwwwww. Nearly -17% for the year in THB, so -20%++ in USD, the MAI has been smacked as well at -31%. Thus, the banks appear to be doing fine giving their higher NIMs, as for the rest of the market…hospitals should be good, tourism good (relatively all YoY), so let’s see…another 2 weeks to go….and […]