Research on Thai Markets in general and the SET Index
AWC’s urging government to provide incentives for overseas companies to setup their regional HQs in TH, said international tenants at its office towers account for 70%, yet there’s still room to grow. AWC currently is not interested in the proposed legal casinos or entertainment complexes. Comment: Why? Thai Beverage already has this and pay effectively […]
Read More →What a difference a week or two makes. The currency is now nearly flat for the year. The issues of the past are disappearing, and now a casino (this is being written on 28/08), the final piece in my 3G (girls, ganja and gambling) thesis for Thailand is coming to fruitation. Fund times ahead.
Read More →Thaksin makes Thailand great again? No more political infighting? Combine that with interest rates being “cut” around several markets + strengthening thb + a low base as there is no more foreign selling pressure + earnings that looked decent YoY = easy run to 1,400?
Read More →Have people forgotten about the Japanese equity market crashing some -20% last Monday? Anyone else noticing that the thai telco’s going up and up? Told you, they’re going to mint it..at our cost (consumer). Gulf needs the $ to bankroll their expansion and True still needs to pay off all that debt.
Read More →If you need to panic – panic first. I’ve done that on Monday AM…
Read More →Bonus +14
Read More →Holiday after holiday after holiday which months of the year does Thailand not have a holiday anymore… Back to markets…earnings season..fun times…donkeys like SCB continue to struggle…other banks seem to be ok..and the USDTHB is strengthening…a few more decent #’s + continued strengthening..could we see the SET being flat, if not even up by year […]
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