How lucky was the SET to be closed last Friday whilst the whole region dropped 1-3%?

All earnings are out and well, aside from what was expected i.e. non-finco’s, staples, the rest were rubbish YoY. Starting mid year when 2Q #’s are out you’re going to be amazed by the performance.

Gene therapy, eh-hem, I mean the vaccines are rolling out throughout the country, region, world. I would bet on regionalised travel picking up by mid-year, inter-region travel 4Q. What will happen to markets/businesses when you see a global pick up in demand with a lowered supply base?

Oh yeah, hello shipping rates my old friend.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.