Category: Market
Research on Thai Markets in general and the SET Index
Random Thought: No Loans = No growth
If you can’t figure it out …
Read More →Random Thoughts: KEX dumped by it’s adopted mother
Ok, that’s not quite accurate. But here’s the news… SF Holding to Take Over Kerry Logistics for $2.3 Billion – Bloomberg “SF Holding Co., one of the largest Chinese package-delivery services, is seeking to acquire control of tycoon Robert Kuok’s Kerry Logistics Network Ltd. in a HK$17.6 billion ($2.3 billion) deal for its global expansion.“ The impact is […]
Read More →Market Update 08/01
Don’t we all feel like geniuses? We’ve all made some +1-5% this year. Now will it last? Short term everyone still keeps talking about the Fed rates…it’s staying here or going higher IMO, haven’t changed that thought for a while…and I like it…risk for Thailand is in the currency…most listco’s are fine, The Financial and […]
Read More →Market Update 02/01
Boom! And we’re off to the races, I had 4 stocks which went +5% on the first day of the year (but that’s because they were all down tremendously in 2023), but hey YTD I’m rocking and rolling and that’s all you’ll read about in the news. Now which sector is going to bounce back….all […]
Read More →Management Trades 25/12 – 28/12
These directors and management teams were still active in the last week of 2023. They all needed to fund their holidays in Japan. Notable Transactions Buy(s) THB 286 mn Sell(s) THB 249 mn
Read More →Random Thoughts: That’s a wrap
Congratulations Thailand, you’re one of the worst performing markets in the world (granted the country has a week left to turn it around, perhaps DELTA will race to 1,000 and save every mutual fund in the country.) A quick rant for the year (or future) – nothing changed – (ok fine, the POS overleveraged co’s […]
Read More →Market Update 18/12
Mentally I’m on holiday mode. The market looks like it is as well. But now the global markets, or let’s be frank the US markets which effectively has sucked all the capital in the world, appears to be pricing in cuts for next year. Now I’m no squiggly line expert but last year the USDTHB […]
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