Commentary on special events in Thailand and the SET Index.
A quick summary of the companies and ….awful predominately predicated around the petrochemical co’s and energy companies. My expert analysis says – it’s been a shitty 12 months for listed Thai entities. Note: These aren’t all companies listed on the SET/MAI
Read More →Yup, I’m back to doing Company Interviews, enjoy 🙂 Tanachira PLC evolves from a Kate Spade partnership into a multi-brand lifestyle retail powerhouse, managing diverse brands like Marimekko, Pandora, and Gordon Ramsay restaurants across Asia-Pacific, with a focus on creating meaningful customer experiences and sustainable growth. What is the History of Tanachira Tanachira PLC’s history begins […]
Read More →FCCT event – Thursday 26th September Persons Present I never gave 2 shits about politics anywhere in the world, perhaps this is a function of growing up in the 80s/90s within perfect bubbles created by my parents throughout the countries that I’ve lived in. Or perhaps the world was in a special period where economies […]
Read More →A bit of media For a rare moment I actually appeared in some media outlets over the past 2 months. Longtunman Longtunman – Great shop, lovely folk, think they’re the best at what they do in the region – why? They made me sound half intelligent through the wonders of editing in this interview (from […]
Read More →I’m catching up on brain dumps of the past 3 months I’ve found in my Evernote…. This news headline was back at the beginning of March 2024 “ MOPH Prepares to Amend Surrogacy Law for Foreigner and LGBTQ+ Thailand’s Ministry of Public Health is set to amend surrogacy laws to include foreign couples, Thai women […]
Read More →SET Index vs VN Index (absolute) I’ve been hearing jokes about when will the VN Index “number” will beat the SET “number” ramp up in the past few months. Well the Vietnam index data starts in 2001 and you can see that it’s not going to be the first time that Vietnam’s index “number” will […]
Read More →Random Thoughts…given I read a tonne of research papers…notes…etc…I’m going to start dumping thoughts, notes here, will try to source/date…remember don’t invest based upon my ramblings, instead follow the worst piece of advice ever created by the investment industry…do your own homework. Emphasis always mine. Source/date: Tchart (maybe?) 8 April 2024 DMK Duty Free Space […]
Read More →Yes, I’m back doing some interviews – it won’t be as often as in the past, but don’t be surprised to see a few finally back on the site 🙂 “Muangthai Capital to be a World Class Thai Microfinance Company” Mr. Parithad Petampai Deputy Managing Director How has the company changed since going public a […]
Read More →On the road for 4 of 5 weeks – great time for random thoughts and notes… Commodity cycle for dummies Owned the commodity names from 2020-2023, then own the capex beneficiaries of the commodity names from 2024-2027, then own the names that benefit from the decline of commodity prices as supply hits the globe, 2028-2035, […]
Read More →Thai CowsYou start with two cows.You payoff the government to create an oligopoly for raising cowsEventually you become prime minister promising free milkA military coup happens, you leave the country. your children continue to run the cow business Malaysian CowsYou start with Two cowsYou hire a Chinese businessman and keep 30% of the profits, just […]
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