Category: Market
Research on Thai Markets in general and the SET Index
Market Update 31/03
Thailand had a little wobble from the Earthquake in Myanmar on Friday. And that’s all people are talking about….it’s incredibly odd that only the government buildings seem to have issues. I highly doubt it’s due to any corruption or resultant cost cutting in the construction process. Perhaps it’s only due to the location and Feng […]
Read More →Market Update 24/03
This country is governed by idiots. But for the first time since…2011/2012 have a look at the dividend yields on offer…
Read More →Management Trades 17/03 – 21/03
Notable Transactions Buy(s) THB 80 mn Sell(s) THB 30 mn
Read More →Market Update 17/03
Is there anything positive in the market? Just look at the 12 month performance for every sector…I would normally say look at buying the sector that has underperformed over the past 12 months but wow…this means buy Thailand!
Read More →Market Update 10/03
The popular news today is that the digital wallet news is coming back. Other than that…let’s see what happens. Over the weekend I watched this report on Thailand’s debt situation on youtube, https://www.youtube.com/watch?v=_hpCpEm6PeE. It’s everything we know i.e. demographics, people overspending, covid leading to multiple issues, and its decently made – worth your 40 mins. […]
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