Random Thoughts: Lots of Instagram users = Good thai stocks?

Not directly related to the market but its interesting to see the latest numbers from Instagram showing that the #1 location in the world was Siam Paragon and that for the most instagrammed cities, Bangkok was #2, you can see below for the whole list. Now if I’m reaching for an investment case…well high number of smart phones in Thailand – top retailer JMART, lots of data users, then the telco’s ADVANC, DTAC and TRUE, high number of visitors then you have the airport, AOT, the airlines, THAI, AAV, NOK, if high visitors then the hotels..CENTEL MINT, ERW, lots of visitors in the hotels, then the food supplier, MAKRO. We could build the web out even future to include logistics co’s, leasing co’s, financing etc etc but you get this random thought ;)

The 10 top locations for the network in 2013 were:

1. Siam Paragon shopping mall, Bangkok

2. Times Square, New York

3. Disneyland, California

4. Bellagio Fountains, Las Vegas

5. Disney World, Florida

6. Staples Centre, Los Angeles

7. Central Park, New York

8. Dodger Stadium, Los Angeles

9. Suvarnabhumi International Airport, Bangkok

10. High Line, New York

The 10 “most-Instagrammed” cities in 2013 were:

1. New York City

2. Bangkok

3. Los Angeles

4. London

5. Sao Paulo

6. Moscow

7. Rio de Janeiro

8. San Diego

9. Las Vegas

10. San Francisco

 Source: The Nation

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