Andddd earnings season is done. Overall, it looked awful – mainly due to inventory losses in the petrochem, but just have a look at the recovery in certain sectors hint hint retailers. Tomorrow there is supposed to be an election for the PM, let’s see, it’s only been 3 months since the elections and these […]

Earnings are coming out, today’s the last day for the quarter, IMO there have been a lot of beats. Now if only the politicians could get their heads out of their arses and put together a government. A random thought – what we are seeing is the void in leadership of the country since #9 […]

Thai politics, what a waste of time, it speaks to how juvenile the management of the country has been since #9 passed. And that in this society no can speak their mind out of fear of offending people and that there are no real repercussions for screwing up nor doing the wrong thing. Now to […]

Notable Transactions Buy(s) THB 3.5 mn Sell(s) THB 9.8 mn Likely dead quiet for another week before the action starts again.

+3.5% in a month. It will keep going.