Research on Thai Markets in general and the SET Index
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?
Read More →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
Read More →As I was writing the market update for tomorrow…sitting alone in the office, I had a beautiful brain dump…so enjoy …..here goes (to my punjabi MC’s enjoy!), usual disclaimers – its disorganised, likely all wrong, not to be taken seriously, I love the king. ….I have various scenarios still running through my mind….brain dumping below, […]
Read More →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 […]
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