Research on Thai Markets in general and the SET Index
No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →So the Thai Government has done another wonderful job at shutting down the economies throughout the country yet again. Same playbook, trades are in, just wait. Commodity prices are still going up up up. And shipping has already moved a fair bit. No inflation you say? Look at Japan’s electricity prices this month due to […]
Read More →~Rant begins~ Some of the books I’ve revisited during the past 6 months were George Orwell’s 1984 and Animal Farm. And for my own personal amusement I shall do a poor usage of the characters name for this random thoughts post Characters: Napoleon – Prawit Squealer – Prayuth Boxer – Anutin Benjamin – Pheu Thai […]
Read More →SET ‘top Asean’ trading performer: The Stock Exchange of Thailand (SET) Index rounded off the year as Asean’s top performer by daily trading volume, according to figures released yesterday. The index closed yesterday, the last trading day of the year, at 1,449.35, down 8.26% from last year. However, its daily trading volume averaged at 67.33 […]
Read More →COVID WUFLU Stupid government. There we go. Thoughts: Just unleash the same playbook, but it will go faster this time around. Ignore your personal thoughts on what should be done. Don’t you think NPL acquirers are going to rock and roll? Is there a listed co here which sells guns? And we’re off to the […]
Read More →What a day! The government decided to do some tests over the weekend and discovered that the WuFlu is still in Thailand. So the market promptly dropped -5%. The next few days are going to be interesting for the social mood/market mood. There is a thinking that the whole country will do a lockdown (I […]
Read More →Baht set to rise until end of 2021: EIC says appreciation hampers recovery. The baht’s appreciation is poised to continue until year-end 2021 as a result of the weaker US dollar and Thailand’s current account surplus, with an export recovery potentially tempered by the strong local currency, says a research house. Bangkok Post Freer visa […]
Read More →And the recovery rally continues, DELTA has been making Tesla like moves in the market, which confounds us, but c’est la vie. It’s coming to the end of the year, newsflow other than vaccine news is going to be limited. We’ll see if the fund flow continues to be positive into the markets. Though we […]
Read More →Deduction incentives to be reviewed : The Finance Ministry wants to reform the tax structure by revising the large number of deduction incentives, arriving at a more appropriate level. Bangkok Post Cabinet is expected to sign off MRT Pink line extension (Khae-Lai-Min Buri-Muang Thong) concession btw State Railway and BKK Monorail, a consortium of BTS-STEC-RATCH […]
Read More →The market is “only” down -8% this year. I’m still going to beat the drum that its the large players and commodities that will drive the market for the coming 6-12 months. Have had some people mention to me that some domestic consumer players are rocking and rolling due to the lack of international competition.
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