It’s still such a depressing market to be involved in..and now we’ll see how long it bumps along the bottom for. 1Q25 earnings are all done and now there will be no newsflow until August so we’ll have 3 months of proper noise in the market. It’ll start with politics – the draft budget is […]

Thailand cut rates, the baht went to as strong as 32.8 versus the USD and the market has recovered a bit. Trumpy has spanked China (though let’s see what happens over the next 1-2 months regarding this negotiation – the probability of this already resolved by now is 1%, no negotiation can be completed in […]

Bonus 5

Hey Thailand is recovering!! It’s “only” down -14.7% this year….ffs…. We’re still in the midst of earnings season which finishes on the 15 May. What clever comment could I add today…None I’m stumped. But the LTF selling is gone, everyone’s switching to LTF LGBTQEFG funds. And now with selling pressure gone – is it time […]

Bonus 2

Two interesting matters on the technical side of the markets, one DELTA is now going to capped at 10% – which would be amusing if the sector rallies again but the SET is going to be flat because of DELTA being capped; two – LTF selling is done for now as this the period where […]

What a boring week. Notable Transactions Buy(s) Sell(s) THB

Bonus 6

We’re still in Trumpy territory (amazing how quickly people’s memory has moved on away from the Earthquake, or perhaps it’s just me…) Regarding trumpy’s tariff’s – I look to the same playbook we saw back in his first term, ignore the media, it’ll most likely be one by one each tariff per country comes down […]