Wolf Money(Thai Beverage PCL)sold
The death of the former Queen of Thailand is an unfortunate situation and timing. It bring another layer of complexity for Thai Beverage’s BeerCo listing. The government has declared a year of mourning for Queen Sirikit. Under such circumstances, it might be bad optics to be listing a beer company. Just my thoughts. 2c worth.
I am in general uncomfortable with the extended bull run. My second consideration is the potential correction in the US market. Lone Wolf sold Thai Bev at even Steven. Some brokering fees will be accounted during the end of month portfolio update. God Bless.
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