Research on Thai Markets in general and the SET Index
And inline with Thailand’s usual underperformance the market is back to being an awful performer. Though with CNY coming up, lots of folks are going to be looking at their fortunes for the next cycle. Let’s see how this influences investments…(un)surprisingly oddly it does matter in Asia. Perhaps after this period of margin call fears […]
Read More →Week 13/01 – 17/01 Company acv.vn, baf.vn, dgw.vn, kbc.vn, pet.vn, pvs.vn, ree.vn, tpb.vn, vcb.vn, vic.vn, vnm.vn, vtp.vn ACV VN: The Nghe An Provincial People’s Committee has approved leasing over 5.97 hectares of land to ACV for the expansion and renovation of the aircraft parking area at Vinh International Airport with total investment value at over […]
Read More →Zero buyers, look at the beautiful red of practically every sector ex telcos and tech. Aeon’s numbers scared me (again): “AEONTS reported 3Q24 (end of Nov 24) at Bt788.57m, +11.7% yoy, beats Bt687m consensus, thanks to Bt94m gain on disposal of AEON Microfinance (Myanmar) in Nov 2024, operation wise PPOP came in at Bt2.6b, -4.9% […]
Read More →And we’re off to the races! 2024 was a trading year for the SET, the launch of Vayupak fund (#3) took the market up from 1250 to 1400 levels and the market effectively hovered around allowing the SET to be flat for the year in THB terms. But if you had ADVANC, TRUE, CCET, DELTA, […]
Read More →CP decided to save a family member and the market took a dump. Until this week one could’ve argued that the SET was going to finish the year up, but nope – here we go back below 1,400. Granted a lot of the drop is regional as well…but hey let’s close our eyes to the […]
Read More →Bonus 5
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