Category: Market

Research on Thai Markets in general and the SET Index

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Market Update 17/12

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 […]

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Market Update 25/11

And earnings season is done Random Thoughts: 3Q24 #’s | ThaiCapitalist, YoY the #s were more red than green, but perhaps, just perhaps 2Q-3Qq24 was the bottom for economic performance and domestic listed company performance. Could we see upgrades – for EPS #s going forward, I bet yes…BUT Bear story – we all know this […]

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Random Thoughts: 3Q24 #’s

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

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Market Update 18/11

In USD terms, the SET is back to being down for the year…is that it? Is that all we got from USD 10 bn of stimulus?? Yes. There are only two industries that have rocked this year, the telco’s – advanc, true, and the electronic, DELTA – other than that it’s been a dead market…. […]

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