Category: Market
Research on Thai Markets in general and the SET Index
Market Update 22/01
Something changed last week. All markets turned and the Asian currencies went the other way. So, let’s see how far this goes. The banks have come out with average earnings, what caught my eye is that TTB is target FY24 loan growth of 0%
Read More →Market Update 15/01
Good vibes all around still. And it’ll probably still continue given how negative every I speak to is out there.
Read More →Stocks in the news VN
Week 08/01 – 12/01 dxg.vn, fpt.vn, hhv.vn, hsg.vn, mbs.vn, vgc.vn, Company DXG VN: approved the policy of borrowing capital, guaranteeing, mortgaging, and pledging assets at banks with a total limit of VND4,700 bn. FPT VN: wants to invest in an Education – Science and Technology Complex with a scale of 10-20 hectares in Hai Phong. […]
Read More →Random Thought: No Loans = No growth
If you can’t figure it out …
Read More →Random Thoughts: KEX dumped by it’s adopted mother
Ok, that’s not quite accurate. But here’s the news… SF Holding to Take Over Kerry Logistics for $2.3 Billion – Bloomberg “SF Holding Co., one of the largest Chinese package-delivery services, is seeking to acquire control of tycoon Robert Kuok’s Kerry Logistics Network Ltd. in a HK$17.6 billion ($2.3 billion) deal for its global expansion.“ The impact is […]
Read More →Market Update 08/01
Don’t we all feel like geniuses? We’ve all made some +1-5% this year. Now will it last? Short term everyone still keeps talking about the Fed rates…it’s staying here or going higher IMO, haven’t changed that thought for a while…and I like it…risk for Thailand is in the currency…most listco’s are fine, The Financial and […]
Read More →Market Update 02/01
Boom! And we’re off to the races, I had 4 stocks which went +5% on the first day of the year (but that’s because they were all down tremendously in 2023), but hey YTD I’m rocking and rolling and that’s all you’ll read about in the news. Now which sector is going to bounce back….all […]
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