Research on Thai Markets in general and the SET Index
The agri sector has been smacked because of raw mat costs increasing tremendously (just have a look at fertiliser prices), electronics smacked b/c of 1. They ran very too far last year 2. Another lockdown in china and again cost of raw mats increasing or becoming more scarce. Where’s the safe places? Banks, oil (good […]
Read More →I love volatility – it’s not going away, the world is going nuts.
Read More →Right so perhaps enough of patting myself on the back for the commodity run, which was going to happen even without Russia/Ukraine happening. Now back to the fear of how compressed margins are going to be for plc’s should prices remain at these levels. Previous thesis was that plc’s were stronger than sme’s, cut costs, […]
Read More →Prayut, Ismail set $30bn trade target: Thailand and Malaysia have agreed to target bilateral trade of US$30 billion (973.5 billion baht) by 2025. Bangkok Post Bid to shift EVs into overdrive: While most business leaders welcome the state’s latest package to spur EV production and adoption, not everyone is fully on board. The government’s multi-billion-baht […]
Read More →Buy the guns, sell the doves
Read More →PM counts on his allies: Prayut may have no choice but to rejig cabinet if he is to survive. Since assuming office in 2019 Prime Minister Prayut Chan-o-cha has faced down tough challenges including a plot to overthrow him from power in a no-confidence debate in September last year. Bangkok Post FTI: Car output to […]
Read More →So True & DTAC is effectively done now. Check. Now the last question is which management team is going to run it, if it’s Telenor then the combined entity will sky rocket in value, if it’s from the CP side then…well. It’ll be what it is. Commodities are still rocking and rolling & with countries […]
Read More →Further signs of PPRP splits: Ruam Thai Sang Chart’s emergence a sign of trouble in the ruling party. Academics believe the emergence of Ruam Thai Sang Chart, the party which has pledged to nominate Prime Minister Prayut Chan-o-cha as a candidate for the same role in the next election, indicates that there’s an internal rift […]
Read More →OIC assures on insurance: Commission seeks to restore public confidence in the industry reeling from the prolonged Covid-19 pandemic. The Office of the Insurance Commission (OIC) has vowed to tighten its supervision to restore public confidence in the industry, which has been hit by cash crunches during the prolonged pandemic. Bangkok Post MOF reported TH […]
Read More →Oil, oil, oil, oil. That’s all I care about. (and PTTEP you still frustrate me) Then in 6 months let’s worry about interest rates (for Thailand, the US is going ahead in March) If elections are really coming to Thailand this year….what could the wonderful leaders of Thailand do to make the populace happy? Raise […]
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