Research on Thai Markets in general and the SET Index
The STARK effect. That’s what we’re seeing unfold in the Thai capital markets, fear that this is going to reverberate throughout the system, and that several other companies are fudging their books and no-one knows who to trust. This will be a wonderful period to pick up the names you like why….1) massive rate hikes […]
Read More →This week I forecast that STARK is going to cause a lot of trouble in the markets….nah I’m posting this on Thursday 22/06 after a trip overseas so I’ve seen the carnage…wow. Though I’ll still harp on the thesis that the commodity related names (i.e. oil) will continue to hold/perform well.
Read More →Look, it’s driven on DELTA, GULF and noise that’s it for the SET. It’s proven now here by the most trustworthy source on the internet, me, => Prayuth’s Performance Have you noticed that that the F&B players are moving well? SAPPE and SNNP are well-known, if the dogs that are ICHI and TKN seem to […]
Read More →Note: Just needed this +1 🙂
Read More →Prayuth is not an idiot, he’s been in control of Thailand with his buddies for the past 9 years. Anyone in charge of a country for that long has to be one wily clever sob. But has this incredible intelligence translated into an amazing stock market performance for Thailand? The clever folks here have conducted […]
Read More →And our favourite head-chopping camel riders have decided to push the oil price narrative higher by announcing cuts and adjustments until 2024.
Read More →The 3rd US debt ceiling, end of the world risk, I’ve experienced has passed. Yawn. At least I’ll stop receiving messages about the risks of default from junior sales/analysts that haven’t seen this game before. In 2 years, we’ll start to see the headlines again.. I’m looking forward to seeing: This is the period in […]
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