Research on Thai Markets in general and the SET Index
Car leasing co’s moving? Hotels continuing to remain buoyant? Flights looking full? What is this recession rubbish that we keep reading about in the news. I only have my eye on a potential mourning period being announced next month.
Read More →Anyone else noticed that the Thai baht is back to 32? Easiest 4 month return in USD terms…and this applies to practically all Asian currencies. All it took was for the Chinese to come out of their lockdowns and be allowed to fly – by year end the country will be fully back to pre-covid […]
Read More →And we’re off to the races, the flipflopping by the Thai government over the weekend just goes to show that they are nincompoops and regardless of how stupid they act, the economy still somehow continues to sputter along. Despite the short term noise, realise that tourism figures will continue to improve, economic figures should continue […]
Read More →DELTA roared it’s way up to ensure that the SET finished the year up, it’s going to be amusing to watch the SET defend its weighting in both the SET and SET50. DELTA – now a 5% weighting, the second largest on the SET and returned 100% last year! Do some #’s and you’ll see […]
Read More →Random Thoughts The wonderful thing with flying is that brain farts/dumps occur more often. So, my punjabi MC’s, here we go… New Cities For the past few years, and mainly due to the listening to Scott Adam’s who has commented that the development of new cities (see the Saudi idea) is going to be the […]
Read More →Pre-election rally pre-election rally pre-election rally, when are we going to see this in every broker report?
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