Bull: Elections & Divvy season + the potential of a government that lasts more than a year + has policies & execution better than the military donkeys. And the market is CHEAPP excl DELTA & GULF. Divvy’s below THB 20 bn market cap are 5%+ for the co’s that are paying. Bear: It’s still amazing […]

My Top 10 (see below for Groks)  Grok I’ve set up a weekly Task on Grok. It’s fantastic… Weekly Thai News Roundup: Political, Country, and Corporate Updates This Grok Task aggregates recent developments in Thailand’s political landscape, general country news, and corporate sector. Drawing from web searches, expert X posts, and detailed summaries of key […]

Is it pre-election rally time? Look at the yummy div yields on offer in Thailand. Cheapest sector on the SET is the industrials, that’s your friends in PTT & IVL and look at that YTD performance. Wouldn’t be surprised to see this continue leading up to divvy season.

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Politics aside – the news hitting the market is in the hospital sector with AIA officially stopping to sell lump-sum health insurance policies and they have some 25% of the market. Meh IMO, though if people are going to finally look at the rubbish private Thai hospitals are adding to the bills…perhaps it will hurt […]

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.

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…