So…..this year is done in my mind. If you had energy – well done, if you didn’t I whined about PTTEP enough times during ’21 – 1H22, before it finally took off. Now for the next 3-6-12-18-24 months…just go to this post, I dumped my thoughts there: Random Thoughts – Brain Dump

China? Protests? Don’t care about a regime change there unless you see senior Chinese leaders commenting that Xi is acting sillier than the donkey from Winnie the Pooh. And from what I’ve seen, doubt we’ll see much travelling out from China until 2H23. What I do care about, the continued improvement in travelers throughout Thailand […]

Just look at it, no sector has been driving the market this year, arguably the market is kept up by PTTEP, GULF, a few of the banks and that’s basically it….earnings season is done, it’s your last chance to dump what you don’t want before Dec when the market is basically done for the year.

Enjoying these markets?? Some say earnings were disappointing, I think earnings thus far have shown what’s been expected, those that can’t pass on costs quickly are hurt, those that can are minting it still. Breakdown to come later…