Ouch ouch ouch, nothing good happening in the market unless its tourism related…or DELTA…market is -4% for the year in thb, close to -7% in usd terms. So, when pre-election rally news? Brokers started it a month ago before being hit by the sell off in global markets… FY 22 earnings were, AWFUL, for the […]

I went to the beach for the long weekend, room rates are higher than pre c-19, not unexpected, and you’re seeing this being reported by the larger hotel players both domestically and globally. How long can this last? Well until there is new capital coming in to take-over and refurbish the hotels that have gone […]

A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*) Where are the markets today 2020 – lockdown 2021 – reopening for the Western Markets 2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally […]

In 1 month the THB has dropped -5% versus the USD. And we’re coming to the end of earnings season, which has been a rather fun period – summary will be up in 2 weeks when it’s all done and dusted. Note that this year it’s going to be a boom time for IPOs in […]