And earnings season is done Random Thoughts: 3Q24 #’s | ThaiCapitalist, YoY the #s were more red than green, but perhaps, just perhaps 2Q-3Qq24 was the bottom for economic performance and domestic listed company performance. Could we see upgrades – for EPS #s going forward, I bet yes…BUT

Bear story – we all know this – the population is broke, there’s too much debt everywhere and thanks to the military and covid, there was zero growth for a decade.

Bull Story – Thailand is the Playground of Asia – it’s a great tourism destination, oh wait….just as I’m writing this, Thailand is the Westworld of Earth – come here and do whatever you want and lead your own adventure on the beaches, in the bars, in the mountains, get fixed in the hospitals, etc etc. Any industries related to tourism will continue to do well…plus there’s now casino plays coming.