Market Update 17/04
Short week. Earnings season starting…let’s see how bad things are…or not.
Read More →Category: Market
Research on Thai Markets in general and the SET Index
Market Update 08/04
It’s songkran holiday week & people are already gone on holidays…but…the market has a lot going on for it. (note i’m posting this on the 11th April), governments announcing the budget, digital wallets, and property stimulus – same game different decade….
Read More →Market Update 01/04
The Thai government approved the long-delayed budget. The Thai government is finalising and implementing my 3G strategy – Girls, Ganja & Gambling – Casinos are a go.. The BOT is under pressure to cut rates. Tourism is rocking n rolling. FDI is going to surprise positively by the end of the year. The market will […]
Read More →WHTW Top 10 (20): 25/03 – 29/03
Additional 10
Read More →Market Update 25/03
Same as every week, all the pain is in the currency. USD/THB nearly -6% YTD… In USD terms Thailand is -8%, well done. Malaysia 2.0 w/ Thai spices – this forecast is, much to my chagrin, becoming truer and truer.
Read More →Stocks in the news VN
Week 18/03 – 22/03 Company ctr.vn. gmd.vn, hcm.vn, kbc.vn, mwg.vn, pdr.vn, pnj.vn, tcb.vn, tcm.vn, vic.vn, CTR VN: estimated, in February, revenue of VND834 bn (+4% YoY) and PBT of VND44.6 bn (-4% YoY). For 2M2024, CTR is estimated to reach VND1,703 bn in revenue and VND94.3 bn in PBT (+9% and +6% respectively YoY), completing […]
Read More →Market Update 18/03
Electronics -20% YTD? That’s DELTA. But look the market is only -2%. But, as always, the pressure is in the currency still with the USDTHB -5% ytd…. I still have the same bull and bear arguments in my mind… bull…an improvement in governance from a decade of incompetent military governance, full tourism recovery, FDI pick […]
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