Category: Market
Research on Thai Markets in general and the SET Index
Market Update 12/02
Thailand only has to drop another -60% and then it’ll be trading at the same valuation as Hong Kong – that’s how bad that bear market is…perhaps this is the best bull argument for Thailand. this country isn’t as $hit as HK and Chyna.
Read More →Market Update 05/02
A friend sent an article across about how Bangkok is an expensive place to live. I forwarded it on the smartest person I know in the country, and he responded, (w/ my paraphrasing) “Bangkok is rich, but Thailand is poor, and this is why people retire in the provinces” When I look at the Thai […]
Read More →Market Update 29/01
This has been an absolute dog$hit period for the SET, at least we can say we’re not in HK nor Chynaaaaaaaaaa. But frankly even I’m running out of things to comment about this market. Let’s just bring down below book value so that we can start another bull market, perhaps throw in a discount rate […]
Read More →Market Update 22/01
Something changed last week. All markets turned and the Asian currencies went the other way. So, let’s see how far this goes. The banks have come out with average earnings, what caught my eye is that TTB is target FY24 loan growth of 0%
Read More →Market Update 15/01
Good vibes all around still. And it’ll probably still continue given how negative every I speak to is out there.
Read More →Stocks in the news VN
Week 08/01 – 12/01 dxg.vn, fpt.vn, hhv.vn, hsg.vn, mbs.vn, vgc.vn, Company DXG VN: approved the policy of borrowing capital, guaranteeing, mortgaging, and pledging assets at banks with a total limit of VND4,700 bn. FPT VN: wants to invest in an Education – Science and Technology Complex with a scale of 10-20 hectares in Hai Phong. […]
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