Category: Market
Research on Thai Markets in general and the SET Index
WHTW Top 10: 13/11 – 17/11
Bonus 2:
Read More →Market Update 13/11
Wow. Any company that’s knocking it out of the park with this quarter’s earnings aren’t even moving. Those that miss just slightly, get sold off hard. Rumours throughout the local instis and retail investors that HFT Funds are naked shorting the market down. And despite my comments that if any broker was found to execute […]
Read More →WHTW Top 10: 06/11 – 10/11
Bonus 5:
Read More →Market Update 06/11
It’s on for the next few months. THB peaked for the year, rhymes a fair bit w/ 2022. Banks are minting it due to higher rates – have you tried to refinance or reup your home loan recently? Rates are “high” relative to the past decade. And deposit rates are nowhere to be seen.
Read More →Stocks in the news VN
Week 30/10 – 03/11 Country News: Company News bcm.vn, bmp.vn, kbc.vn, kdh.vn, nvl.vn, tcb.vn BCM VN: approved capital contribution to increase charter capital for Vietnam – Singapore Industrial Park Joint Venture Company Limited (VSIP). Specifically, VSIP’s charter capital will be increased by VND1,056 bn, of which BCM will contribute more than VND517 bn. BMP VN: […]
Read More →WHTW Top 10: 30/10 – 03/11
Bonus 10 as there’s just too much good stuff:
Read More →Market Update 30/10
Wowwwwwwwww. Nearly -17% for the year in THB, so -20%++ in USD, the MAI has been smacked as well at -31%. Thus, the banks appear to be doing fine giving their higher NIMs, as for the rest of the market…hospitals should be good, tourism good (relatively all YoY), so let’s see…another 2 weeks to go….and […]
Read More →Random Thoughts: Total Brain Dump
It’s been months since my last Random Thoughts, I’ve found a bunch I saved on evernote…so sit back, grab a patongo and enjoy. Models – poorly borrowed from Dilbert’s creator, Scott Adams, and modified slightly. Thailand – international bonds issuance? https://www.bangkokpost.com/business/general/2670539/thailand-eyes-international-bonds Thoughts: This, to me, is an important indicator for Thailand – 1) domestic liquidity […]
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