I can’t get over thinking that with the new government in charge that there is going to be a massive wave of investments unleashed into Thailand. The country has been stuck with a bunch of donkey kongs running the place for the past decade whom had no idea how to do anything other than suppress […]

+ a bonus 3

So the government is forming. Local insti’s pumped up the SET (after being the ones mainly responsible for dumping since MFP won the general election). And now we’re going to be sitting here twiddling our thumbs to see how PT and friends are going to divvy up the seats of money, eh-hem I mean power. […]

Andddd earnings season is done. Overall, it looked awful – mainly due to inventory losses in the petrochem, but just have a look at the recovery in certain sectors hint hint retailers. Tomorrow there is supposed to be an election for the PM, let’s see, it’s only been 3 months since the elections and these […]

Earnings are coming out, today’s the last day for the quarter, IMO there have been a lot of beats. Now if only the politicians could get their heads out of their arses and put together a government. A random thought – what we are seeing is the void in leadership of the country since #9 […]

Thai politics, what a waste of time, it speaks to how juvenile the management of the country has been since #9 passed. And that in this society no can speak their mind out of fear of offending people and that there are no real repercussions for screwing up nor doing the wrong thing. Now to […]

Notable Transactions Buy(s) THB 3.5 mn Sell(s) THB 9.8 mn Likely dead quiet for another week before the action starts again.