Research on Thai Markets in general and the SET Index
Aeronautical Radio of Thailand reports 55% drop in flights to 464K flights last year, but reported 11.5% rise in December, while AAV had the most flights at 7,668. Ministry mulls new round for co-payment: The Finance Ministry plans to add another registration round for the second phase of the co-payment subsidy at the end of […]
Read More →A political bomb over the weekend, but small in scale, looking at the market this morning, its a non-event. Though I do expect to see things continuing to escalate further. Want a cynical viewpoint? Protestors need a martyr to win. We’re going to see the financials come out with numbers in the coming weeks, it’ll […]
Read More →B4.6bn boost for Covid battle: Medicines, high-risk staffgiven priority. The Public Health Ministry has been allocated 4.66 billion baht from the government’s central budget to help fight the new Covid-19 outbreak. Bangkok Post FDA vows ‘safety first’: As Thailand’s vaccination drive looms, the government moves to allay fears about the Chinese vaccine it plans to […]
Read More →No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →So the Thai Government has done another wonderful job at shutting down the economies throughout the country yet again. Same playbook, trades are in, just wait. Commodity prices are still going up up up. And shipping has already moved a fair bit. No inflation you say? Look at Japan’s electricity prices this month due to […]
Read More →~Rant begins~ Some of the books I’ve revisited during the past 6 months were George Orwell’s 1984 and Animal Farm. And for my own personal amusement I shall do a poor usage of the characters name for this random thoughts post Characters: Napoleon – Prawit Squealer – Prayuth Boxer – Anutin Benjamin – Pheu Thai […]
Read More →SET ‘top Asean’ trading performer: The Stock Exchange of Thailand (SET) Index rounded off the year as Asean’s top performer by daily trading volume, according to figures released yesterday. The index closed yesterday, the last trading day of the year, at 1,449.35, down 8.26% from last year. However, its daily trading volume averaged at 67.33 […]
Read More →COVID WUFLU Stupid government. There we go. Thoughts: Just unleash the same playbook, but it will go faster this time around. Ignore your personal thoughts on what should be done. Don’t you think NPL acquirers are going to rock and roll? Is there a listed co here which sells guns? And we’re off to the […]
Read More →What a day! The government decided to do some tests over the weekend and discovered that the WuFlu is still in Thailand. So the market promptly dropped -5%. The next few days are going to be interesting for the social mood/market mood. There is a thinking that the whole country will do a lockdown (I […]
Read More →Baht set to rise until end of 2021: EIC says appreciation hampers recovery. The baht’s appreciation is poised to continue until year-end 2021 as a result of the weaker US dollar and Thailand’s current account surplus, with an export recovery potentially tempered by the strong local currency, says a research house. Bangkok Post Freer visa […]
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