Chotiti

[Chotiti @TochiChoti]

@michaeljburry Does this mean compute demand would grow as everyone is owning an AI model?

[Chotiti @TochiChoti]

@bangkokaussie Why do they hate influencers?

[Chotiti @TochiChoti]

@Petae_Lynch Bullish

If everyone sold the stock(short) and it’s not down.

What does that mean?

And if stock up a bit the they all gonna rush in to cover short (buy).

They have sidelined cash to do that as they already sold the stocks.

[Chotiti @TochiChoti]

@BoringBiz_ What about sell side analyst?

[Chotiti @TochiChoti]

@MikeFritzell Geopolitcal risks?
Animosity between the the two countries is real after the border clash.
The Cambodian govt can easily claims national security concern and break off the contract with SAV.

[Chotiti @TochiChoti]

@phil_hk @Andy__KH @gloomboomdoom Idk about that. (been on the up when market slumbered tho)
I think Div (payout ratio) is the key to unlock BBL. Ppl are craving for yields from Thai banks.

Banks have been up at least two years - they weren’t ignored.
Still not sure whether they already peaked fundamentally.

[Chotiti @TochiChoti]

@Andy__KH @phil_hk @gloomboomdoom Yeah they do.
Scammer bosses (allegedly) own a big block of shares.
I think the confiscation news a couple months ago probably marked the bottom.

BBL is very conservative - low
div payout ratio.
If they can fix this maybe we can have a party. Unlikely for this mgmt tho.

[Chotiti @TochiChoti]

@felixprehn WORKBOOK

[Chotiti @TochiChoti]

@phil_hk @gloomboomdoom https://t.co/1pEwVLv3ZW

Interesting take

[Alexander Eliasson @alexeliasson]

Bangchak $BCP.BK

▪️+2,200 Service Stations (29% market share) 🚗
▪️ 1,400 Coffee Shops 🧋
▪️2 Refineries (24% market share) 🛢️

▫️P/E 3.6x ntm
▫️Dividend 8%
▫️P/TBV 0.7x

[Chotiti @TochiChoti]

@phil_hk @gloomboomdoom I assume you are into big cap value.
Refineries names like TOP or BCP look interesting both in terms of valuation and industry turning (intl. supply discipline).
Telco - duopoly, price increase, end of CAPEX cycle(5G).
Both the best has not yet to come, unsure about thai banks.

[Chotiti @TochiChoti]

@phil_hk @gloomboomdoom They are cheap for a reason.

Thai banks has been the one shoulders the index even before the index bottomed out > looks like a peak already passed.

Properties is very bad. LH keeps slashing div > no end in sight > need bottom out.

There are other names to play Thai market.

[Chotiti @TochiChoti]

@MikeFritzell Do you have a link to where Marc Faber called this?

[Chotiti @TochiChoti]

@richardvuong905 @CryptoMankind @wrenevans217208 I don’t understand the part of killing 100s of thousands of refugees. Specific incidents? Never heard of it. And piracy for what exactly?

[Chotiti @TochiChoti]

@IKlaibaan GS กับ MS เป็น Investment banking house ไม่ได้มี commercial bank operation เหมือน KKP
KKP = Phatara + Kiatnakin
ถ้าจะเทียบก็ต้องใช้ Phatara อย่างเดียวครับ

[Chotiti @TochiChoti]

@gvancomp Not sure what will army gain from this?
Govt performance is kinda weak now. And if they holds the new election then the orange party is likely to win?
And Thai army wants to help Hun Sen increase popularity too?
I don't know about coup tho. Seems like people wont take it now.

[Chotiti @TochiChoti]

@lnvest2win กี่เคสแล้วครับ

[Chotiti @TochiChoti]

@grok @FabrizioRomano @grok you are awesome

[Chotiti @TochiChoti]

@holistic_pm Interested!
Thanks