Research on Thai Markets in general 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 →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…. […]
Read More →It’s 11/11, it’s shopping time! In the midst of earnings season, a little event occurred in North America, Trump and friends won, they picked up the silly pollsters, ideology focused politicians, and slapped the silliness out of them. And (hey future forward folks, if you’re reading this), they won bigly, they didn’t celebrate early, they […]
Read More →It’s coming to the end of the year, in a month it’s effectively done for the year. I do wonder what the impact of the US elections is going to make on markets. For the americans reading this, vote trump, if you’re a man and you vote for camel toe – well that says it […]
Read More →Bonus 1 Tourism: Lisa Manoban, a world-renowned Thai artist, has been confirmed to perform at TH Countdown 2025 event in BKK, Tourism Ministry.
Read More →GULF & ADVANC are up 50%, True +100%, own the cartels… It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT […]
Read More →BCP to collect a large amount of used cooking oil for use as a raw mat for its commercial production of sustainable aviation fuel (SAF) next year. EGCO expects its share purchase of US-based Apex Clean Energy Hld to increase its renewable power proportion to 30% by 2030 as it seeks to promote clean energy. […]
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