Bonus 9

And earnings season is done Random Thoughts: 3Q24 #’s | ThaiCapitalist, YoY the #s were more red than green, but perhaps, just perhaps 2Q-3Qq24 was the bottom for economic performance and domestic listed company performance. Could we see upgrades – for EPS #s going forward, I bet yes…BUT Bear story – we all know this […]

Bonus 6

In USD terms, the SET is back to being down for the year…is that it? Is that all we got from USD 10 bn of stimulus?? Yes. There are only two industries that have rocked this year, the telco’s – advanc, true, and the electronic, DELTA – other than that it’s been a dead market…. […]

It’s 11/11, it’s shopping time! In the midst of earnings season, a little event occurred in North America, Trump and friends won, they picked up the silly pollsters, ideology focused politicians, and slapped the silliness out of them. And (hey future forward folks, if you’re reading this), they won bigly, they didn’t celebrate early, they […]

It’s coming to the end of the year, in a month it’s effectively done for the year. I do wonder what the impact of the US elections is going to make on markets. For the americans reading this, vote trump, if you’re a man and you vote for camel toe – well that says it […]

Bonus 1 Tourism: Lisa Manoban, a world-renowned Thai artist, has been confirmed to perform at TH Countdown 2025 event in BKK, Tourism Ministry.