Research on Thai Markets in general and the SET Index
And we’re off to the races! 2024 was a trading year for the SET, the launch of Vayupak fund (#3) took the market up from 1250 to 1400 levels and the market effectively hovered around allowing the SET to be flat for the year in THB terms. But if you had ADVANC, TRUE, CCET, DELTA, […]
Read More →CP decided to save a family member and the market took a dump. Until this week one could’ve argued that the SET was going to finish the year up, but nope – here we go back below 1,400. Granted a lot of the drop is regional as well…but hey let’s close our eyes to the […]
Read More →Bonus 5
Read More →And earnings season is done Random Thoughts: 3Q24 #’s | ThaiCapitalist, YoY the #s were more red than green, but perhaps, just perhaps 2Q-3Qq24 was the bottom for economic performance and domestic listed company performance. Could we see upgrades – for EPS #s going forward, I bet yes…BUT Bear story – we all know this […]
Read More →A quick summary of the companies and ….awful predominately predicated around the petrochemical co’s and energy companies. My expert analysis says – it’s been a shitty 12 months for listed Thai entities. Note: These aren’t all companies listed on the SET/MAI
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