Research on Thai Markets in general and the SET Index
Grok **Weekly Thai News Briefing** **Period: ~April 22–May 1, 2026** (last 7–10 days) **Compiled from reputable sources (Bangkok Post, Reuters, HRW, BOT, The Nation, SET, etc.) + parallel English/Thai X searches for sentiment** This briefing covers **22+ high-impact items** across sections, prioritizing recency, scale, and implications for politics, economy, and business. Stories reflect ongoing volatility […]
Read More →Just like Russia/Ukraine, no one cares about Iran anymore. Let’s see how 1Q plays out, it’ll be better than most expect. I think I’m going to revisit my Thailand is Malaysia 2.0 with Thai spices, in the past it was for the corruption and complete mismanagement of the economy (thanks to our army and political […]
Read More →Grok Weekly Thai Political, Country/Economic, and Corporate Briefing Period: ~April 14–24, 2026 (high-impact stories prioritized from reputable English sources like Reuters, Bangkok Post, Bloomberg; supplemented by real-time Thai-language X chatter for local sentiment). This briefing compiles over 20 distinct news items drawn from recent headlines, court developments, policy statements, economic forecasts, and corporate moves. Focus […]
Read More →By now, it’s been fairly obvious how to trade around these skirmishes/wars. Markets panic for a few weeks and then make new highs. (granted not all names) . And oh, you’re welcome fellow oil shorters 😉 Thailand, my thesis that this is going to be the best government performance since Thaksin’s first term looks like […]
Read More →Grok – I’ll start adding my points next week 🙂 Thai Weekly News Briefing (April 8–18, 2026)Comprehensive overview of top developments in politics, economy/country affairs, and corporate news from the past 7–10 days. Sources include Bangkok Post, Reuters, Thai PBS, SET data, and X chatter (English + Thai-language). At least 20 distinct high-impact items compiled […]
Read More →www.aseanpulse.com I vibe coded this on Claude back in January over 3 days. Finally got around to creating a website, updating the dashboard. It’s a long way from where I want it to be. Play around with it – tonnes of bugs, i.e. companies page doesn’t work yet. Data is static, etc etc. But this […]
Read More →If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇 Bonus 2 Grok – I’ve decided not to edit this one, so that you may all see what the results look like. Grok Task: Weekly Thai Political, Country & Corporate News Digest (Week of April 3–10, 2026) This is your […]
Read More →I have nothing intelligent to add on the market. Bull case – new gov, better ministers (dare I say it’s the best I’ve seen in 2 decades?). With Anutin as a puppet where the powers that be have their hands so far up his backside that no matter what stupid $hit he says the country […]
Read More →Grok (edited) 1. Political News (Top Developments) 2. Country / National News 3. Corporate / Business / Company News If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Petrochems…refiners…the dogs of the SET have been shining and will continue to shine (people have yet to realise how expensive it is to rebuild a new refinery facility could TOP, SPRC, BCP trade at a premium to replacement value in the future?)..now what about the few coal plays…(btw someone go shoot KBANK for refusing to […]
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