Market Update 28/09
These Bangkok floods are far worse than most expected, perhaps 20% of the people I know have had their homes flooded, but it isn’t nationwide, thus nowhere the damage of 2011. Prayers to those affected.
And as usual my brain went to ok…homepro…crc…thai watsadu…global…scc….all these players should see a demand uplift as a result of these floods.



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