Earnings season is done. Want to know how it looked? Voila below As for the market…well…let’s see, dividend season is coming, I’m seeing several names with 6-10% yields that are interesting. Overall flow remains rubbish…and as superman mentioned to me…cookie munster (IVL) seems to have start selling, feels like Papa has come back to the […]

Well, It looks like Korn Chantahoweveryouspellhislastname bottom ticked the Thai market. Perhaps his old man whingy letter in the newspaper is going to be spark the next amazing bull market for amazing Thailand.

Tourism – It feels like it is performing far better than people realise. Granted I’m noticing this within my bubble of living in the 3S’s (IFYKY), but when you track the AOT figures you are seeing improvements ahead of expectations. Was it just a CNY bump? Or something that will continue on an uptrend, I’m […]

Thailand only has to drop another -60% and then it’ll be trading at the same valuation as Hong Kong – that’s how bad that bear market is…perhaps this is the best bull argument for Thailand. this country isn’t as $hit as HK and Chyna.

A friend sent an article across about how Bangkok is an expensive place to live. I forwarded it on the smartest person I know in the country, and he responded, (w/ my paraphrasing) “Bangkok is rich, but Thailand is poor, and this is why people retire in the provinces” When I look at the Thai […]