I think Intel is fading, Tesla is losing some momentum in the short term.

I think Intel is fading, Tesla is losing some momentum in the short term. less

Namyong Terminal is clearly anchored in Thailand’s key roll‑on/roll‑off terminal business at Laem Chabang Port, which plays an important role in car exports and cargo logistics. The latest financials show...

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Namyong Terminal is clearly anchored in Thailand’s key roll‑on/roll‑off terminal business at Laem Chabang Port, which plays an important role in car exports and cargo logistics. The latest financials show solid profitability with ROE and margins holding up even as volume fluctuates, and the stock currently trades on a relatively low P/E with a notable dividend yield.

That said, with growth ranks below peer averages and limited analyst coverage, it feels like much of the trade‑dependent upside may already be priced in — and broader logistic sector risk in Southeast Asia could be a real drag if regional trade softens.

Curious what others think — especially on how you’re valuing the trade growth catalysts versus potential macro/logistics headwinds for a small terminal operator like this?” less

Interesting perspective — and it does seem true that markets haven’t reacted strongly to some big geopolitical headlines lately, even though risks are real. For example, despite ongoing tensions over Gree...

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Interesting perspective — and it does seem true that markets haven’t reacted strongly to some big geopolitical headlines lately, even though risks are real. For example, despite ongoing tensions over Greenland and trade policy, global equities have stayed resilient while gold and miners have rallied. Recent data shows markets muted on geopolitical jitters, with miners rising while broader stock indices hold steady. That suggests liquidity and central bank behavior are still dominating price action over headline risk. Do you think there’s a specific level of escalation that finally would prompt markets to price in these geopolitical risks more aggressively? less