Research on Thai Markets in general and the SET Index
Hello World – ohhh look new charts below We’re in political season again….another election…spending isn’t going to move the needle. And Anutin, may only win a few % of the popular vote, but will be PM and then watch cronyism explode and find the next SKY that will profit from a political relationship.
Read More →FTSE Rebal on Dec 19th=> FTSE SET Large Cap:Addition: THAIDeletion: AWC => FTSE SET Mid-Cap:Addition: AWC, SCC.Deletion: PTL, PSL, PSH, SNNP, STECON, TQM => FTSE SET Sharish IndexAddition: BLC, BBIK, CKP, INETREIT, NEX, KISS, SCC, STPI, TSTH, UVAN.Deletion: AOT, BJCHI, MC, PSH, PLUS, SAMART, SAT, SPALI, TIPCO
Read More →The flood news is finished? Hello Ayutthya and Hat Yai are still under water but ok, the newsflow is back to Thailand vs Cambodia…but what if this was already planned weeks ago and was only postponed by the floods…
Read More →Hello Hello Hello Mr. Market, Uncle Pon is back. And what’s changed? Thai politics is still messy, yawnz, earnings are meh, yawnz, DELTA is still the only game in town, yawnz…but what if, what if … But what if, what if… But but but I’ve often thought that the capital that is sloshing around in […]
Read More →Boom what a quick recovery. List the uncertainties that may have held back the Thai Equity market
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