Commentary on special events in Thailand and the SET Index.
As I was writing the market update for tomorrow…sitting alone in the office, I had a beautiful brain dump…so enjoy …..here goes (to my punjabi MC’s enjoy!), usual disclaimers – its disorganised, likely all wrong, not to be taken seriously, I love the king. ….I have various scenarios still running through my mind….brain dumping below, […]
Read More →Inflation/supply chain A silly analogy however every once in a while Ill enjoy an overpriced (but fantastic) coffee for 120 baht. Recently the price has increased to 140, why? According to the staff it’s because finding fresh cow milk is harder than before. This doesn’t apply just to them, the average coffee that I buy […]
Read More →H. Marks Memo Perhaps I’m just biased from reading H. Marks memo’s for the past decade, but yes I typically say that I have no idea what will happen in the future and just explain potential scenarios (for companies/industries/countries) based upon what’s happening now. But even then I normally finish every conversation with this line […]
Read More →Just look at the winners, energy and financials. And that’s going to be the story for the next 6-9 months.
Read More →Time for some rants and random thoughts. Disjointed spending If you’ve been walking around the 3S’s (that’s my acronym for sukhumvit, silom and sathorn) during Wednesday-Friday this week (a few weeks ago) you’d think that Bangkok is dead quiet and that there is no economic activity occurring. This just led to me thinking that we’re […]
Read More →National Security Here’s a list of recent national security measures some countries have taken: Indonesia changes its mind more often that a crack addict regarding its commodity exports, at one point it bans the export of coal, then the next month it allows it, then it decides to ban the export of CPO, and then […]
Read More →The usual collection of random thoughts over the past 2 months Sweet weed https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/ Came across this study, and guess what? That sweet sweet weed helps against the wuflu. So c’mon Anutin and friends, stop screwing over the population more than you’ve already done and get us access to that sweet weed Elections BKK governor […]
Read More →The Ukraine/Russia event and newscycle led to everything else not being important in the markets, alas part of me still thinks we should look at the actual figures of companies…and here we go for 2021. In summary: ALL GREAT improvements The financials rocked and rolled (accounting certainly helps) Petrochem & Energy rocked and rolled – […]
Read More →Rant time – nothing clever below, just imagine that I’m that fellow at the pub whose mouth is full of fries and beers, standing up with my mouth full and muttering nonsense. My favourite new insult is “you are, how can I call it, a small cat” (go google it) and I’ll use it from […]
Read More →A last random thoughts for the year… Note: This is a compilation of random thoughts jotted down over the past few months and finally, I have some downtime to compile them now. ~Interconnectedness~ We buy a mobile phone from a store, in a mall, which is rented by the shop owner from the landlord. The […]
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