Category: Market
Research on Thai Markets in general and the SET Index
Market Update 31/07
+3.5% in a month. It will keep going.
Read More →Random Thoughts: Shingles, Kill the bastard, Vietnam, ANAN, Thai politics
Shingles: 8 days of migranes & 5 bed ridden days, sleeping 12-15 hours/day and now I can semi open my right eye and stare at a laptop again for more than 5 mins w/o screaming pain. I kicked covid 2x in 3 days, but this shingles is next level. I’m still likely quaratined in a […]
Read More →Market Update 17/07
I don’t care about social media news and the daily ongoings regarding the politics because I consider it all noise at the moment. A government is being formed, it will be better than what the country has had for the past 9 years and there is nothing but upside aside. All the daily news we […]
Read More →Market Update 10/07
Strip out delta and gulf and the market is at 11-12x trailing earnings. I still think the market “mini-crash” is done. STARK overhang is done, political overhang to be over this month as the government gets formed. The negative YoY comps will begin to reside and look positive again in 2H23. Fun times ahead.
Read More →Market Update 03/07
I’m going out on a limb and will say the worst is over for the SET Why?
Read More →WHTW Top 10: 26/06 – 30/06
Note: There’s 18, a lot of interesting news this week.
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