THD
iShares MSCI Thailand ETF
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Invest in countries that are outperforming SPY. . EWY, EWZ, EPU, THD, AIA.
Russell **+7%** YTD Brazil EWZ **+20%** YTD Thailand THD **+15%** YTD South Korea EWY **+22%** YTD Gold miners GDX **+20%** YTD My port **+70%** YTD ... SPY **+1.5%** YTD lmao 😂 QQQ **-0.5%** YTD lmao 😂 The US tech multi-year bull run is over. Stop having emotional relationships with your stocks based on past performance.
Russell +7% YTD Brazil EWZ +20% YTD Thailand THD +15% YTD South Korea +22% YTD Gold miners GDX +20% YTD ... SPY **+1.5%** YTD lmao 😂
SHUT THD FRINT DOOR $hood
i work for a supplier to THD...they are trying to pull every lever possible to not raise prices, but we have to its either we stop supplying or the take the price increase. Have to believe most suppliers are having the same conversations.
Interestingly enough. I was at our local THD the other day, and they do have far fewer people in their stores and garden center than normal. This was a typically busy Saturday as well. I walked out...
That’s because THD already jacked up their net profit margin % during COVID. Now they can claim they’re being the good guy by holding instead of continuing to BF the consumer harder every year
They stopped buying COO China stuff that’s why. Suppliers are not able to increase price either. If you got price from THD because of tariffs let me know.
https://corporate.homedepot.com/sites/default/files/2024-01/THD%20Sustainable%20Forestry%20Report%20-%20January%202024.pdf#11 61% of their wood is sourced from the United states.
I'm once again very happy to have half my whole port in VNM (Vietnam), EIDO (Indonesia), EPHE (Phillippines), THD (Thailand), and EWM (Malaysia) All the SE Asian country ETFs. All positioned to gain on what I believe will be a near-total decoupling of trade between the USA and China
/JunkieCrackhead420 told me calls were Guaranteed today! WHAT THD FUCK?
You can use a trading app, i don't now if you need to transfer your THD in USD but with any trading app do get access to the world stocks and ETF.
I wouldn't bank on it.... The slowdowns for THD will be temporary and too granular to feasibly turn a buck on IMO. THD has the benefit of carrying the exact kinds of product a person might need for an economy that is on the rise (development, contracting work, etc.) as well as an economy that show signs of slowing (DIY project materials, startup needs for side hustles, etc) Just my opinion tho... Good luck with your decisions
Good write up. I was going to pull out a couple of bullet points and make notes but as I was typing I started to realize that most of these points are interconnected. I don't think we'll run into stagflation - at least not 70's / 80's stagflation but I think we'll see a slow down of GDP growth due to point #3 - consumer spending habits. Consumers drive \~2/3rd of total GDP and the numbers aren't looking great for consumer credit -- https://fred.stlouisfed.org/series/RCCCBBALDPD30P. If the consumers are hurting then businesses will be hurting so they cut hiring, so people spend less, etc, etc. until the money printer gets turned back on and rates get cut. Eventually I'm optimistic we create some amazing software applications resulting from the increase in GPU and LLM capacities but I don't think we're there yet and won't be there for another decade+. Big tech has so much cash on hand they're going to continue dumping money into data centers so I doubt the lack of monetization will precipitate a crash. NVDA will have to prove their value by sustaining high growth and their ridiculous margins which I think will be tough. Once we get AGI then it's a winner take all potential skynet scenario That being said - full steam ahead. I don't know what good news we'll see over the next couple of months before earnings but I think it's safe to ride the trend up until we get bad news (unemployment, war, sentient AI, etc) I'll get nervous when consumer discretionary companies start doing poorly - e.g. Booking, THD, etc. Unemployment is also ticking up slightly but still low historically.
Just recalled an idea I heard here a while back, investing in individual countries ETFs at low points in their markets. I guess this could work for any country, but my little bit of research points me mostly towards emerging markets. I know US markets are probably safe forever with some volatility, I just can't help looking for better deals. Here's a list I've come up with so far of ETFs that seem to be under-valued. ILF- Latin America 40 GXG- Colombia ECH- Chile EWM- Malaysia QAT- Qatar ENZL- New Zealand EWY- South Korea THD- Thailand I'm curious is anyone has tried this type of approach before. I'm about 70% US markets and for some of my ex-US allocation, I'd keep some AVDV & VEA. Does anyone else do something like this? Mainly reaching out because all these funds are new to me and I've never invested in a single country before outside of the US. It's always been through broader ETFs. Thanks!
THD will drop below $70 before the end of 2023
Worked at a company that was a THD vendor. Their buyers responsible for in store don’t know what the fuck they are doing. They canceled 87% of their DI business because they are so overstocked. And even though we’ve been telling them things aren’t moving because they jacked up prices 30%, they won’t budge. Self inflicted gunshot wound.
Haha. I’ve pitched lululemon, Raiffeisen bank, unicredit bank and THD Thailand etf in the past. Have a look at those 4 over the past 6-4-2 months.
THD purchased HDS in 2020 https://www.prnewswire.com/news-releases/the-home-depot-completes-acquisition-of-hd-supply-301198405.html
Wrapped in both and then tunneled through 9THD
I'm pretty heavy in THD stock at the moment. I'm still kicking myself for not selling when they were at 400+. I ended up getting a lot when it was <150.
THD iShares Thailand ETF So iShares Thailand (THD), and ETF that holds the 30 or so biggest equities in the country is still down -23% from pre-covid levels. The main reason is just that covid hit so hard and the country was essentially in a total lock-down for the past 12 months. Prior to Covid, tourism was about 23% of the Thai economy and it has been really dead for all of 2021-2022 so far. Comparing to similar countries in SE.Asia, (EWM) Malaysia is -20%; (VNM) Vietnam is -7% and (IDX) Indonesia is -11%. All of those countries have smaller tourism sectors as a proportion of their entire GDP. The big news, in addition to the Thai government dropping all quarantine rules for incoming travelers about a month ago, is that they legalized weed 2 weeks ago - and not the fake stuff. Traffic congestion gets worse each week, and the airport has returned back to its disastrous state of under capacity. In other words, the hordes are coming back in a big way, and now there are weed shops every couple streets. Additionally, the ETF is really well diversified across tourism, retail, basic materials, oil, medical tourism, and some real estate and financials. The country has essentially just woke up from a 12-18 month long hibernation and there is tons of fresh money coming in on every flight. Hotel rates have 2x-3x, spas/whatever are booked for weeks. It will be a long play but if you wanna look outside of the US or Europe, this one can’t fail opposite its neighbors in Asia. And there is no uncertainty about the validity of the markets. Also a new Bangkok governor is shaking things up so there is a lot of optimism in the city (which is nearly 50% of the GDP production with less than 25% of the population) No pre-travel covid pass required. Only #COVID19 vaccination proof or neg. test required. No masks outdoor. The Thai Baht is weak — export economy & cheaper to visit.
THD details in case you’re interested. I like it a lot.
Can you repeat the play for THD?
Thailand just decriminalized weed last week. The Thai Baht is weak as hell and there are no remaining covid entry requirements. Tourists are headed back in hoards. Precovid tourism was ~22% but fell to 2-5% So a lot of room to grow. Long on THD etf.
Buy THD. Ishares thailand ETF. That is really quite obvious, though I agree I should have added some paragraph breaks - the copy paste erased them all apparently.
THD iShares Thailand ETF So iShares Thailand (THD), and ETF that holds the 30 or so biggest equities in the country is still down -18% from pre-covid levels. The main reason is just that covid hit so hard and the country was essentially in a total lock-down for the past 12 months. Prior to Covid, tourism was about 23% of the Thai economy and it has been really dead for all of 2021-2022 so far. Comparing to similar countries in SE.Asia, (EWM) Malaysia is -20%; (VNM) Vietnam is -1% and (IDX) Indonesia is -7%. All of those countries have smaller tourism sectors as a proportion of their entire GDP. The big news, in addition to the Thai government dropping all quarantine rules for incoming travelers about a month ago, is that they legalized weed 4 days ago - and not the fake stuff. Traffic congestion gets worse each week, and the airport has returned back to its disastrous state of under capacity. In other words, the hordes are coming back in a big way, and now there are weed shops every couple streets. Additionally, the ETF is really well diversified across tourism, retail, basic materials, oil, medical tourism, and some real estate and financials. The country has essentially just woke up from a 12-18 month long hibernation and there is tons of fresh money coming in on every flight. Hotel rates have 2x-3x, spas/whatever are booked for weeks. It will be a long play but if you wanna look outside of the US or Europe, this one can’t fail opposite its neighbors in Asia. And there is no uncertainty about the validity of the markets. Also a new Bangkok governor is shaking things up so there is a lot of optimism in the city (which is nearly 50% of the GDP production with less than 25% of the population)
THD (ishares msci etf thailand) will rise since tourist quarantine restrictions are now gone as of this past Monday. 21% of the precovid economy was based on tourism. I live here and everything is busier and the expectations is that travel will actually increase over precovid levels. The etf is at a 20% discount on precovid so good price. And the government was so strict initially that there is a zero chance that new tourist entrance requirements come back.
How best to consume weed? CBD, THD? I just want to chill the fuck out. I have thoughts I can't control. Like nothing bad like self-harm or harming other people or things like that but unwanted thoughts.
Walmart, Target, THD, Lowes, Best Buy.... take your pick. It's all made in China. It's not hitting one retailer and not the other. It's all of them, and it's not happening.
Home depot's goals is to invest in the pro side of development and continue investing to modernize their stores. A few months ago the price was low $400s so its capable of growing. I'm worried about the whole economy tanking due to mismanagement from the governments and continued price gouging. If you read the quarterly report for q4, the number of customers decreased but the value of their cart got bigger. Sorry, lots of thoughts about THD.
Have you talked to them about prices recently? Lumber is back to being every bit as high as it was during peak Covid. But my store literally has everything in your list. I work at THD and there is tons of shortages. I'd say the prices on stuff are as bad as ever.
No she now has to live in Mar largo with THD trumps lol
Apologies. I was responding to the seemingly one sided post, nothing to do with THD, and CNBC who back the same companies over and over and skew their reporting to make them seem way better than they are by not mentioning obvious causes. The analysts may know better, but do they say so, that is the question.
If you listened to the earnings call today, they noted inflation as one of the drivers for that ticket increase. They’re not trying to fool anyone, and the investment analysts know better. Source: am a THD employee
you could try buying puts on lumber/THD/Z/etc. Short real estate bonds and residential REITs or something. ​ but why?
Related to aka THD holdings? PETZ?
I would be careful with Bomba, the THD team, Customer support is straight garbage, this has resulted in costly delays to customers. I work in the industry.
Why does $THD have *literally* 0 volume? Never seen this before
EMXC is good for emerging markets without China. I currently hold a basket of individual country stocks: VNM, EZA, EWZ, THD, EIDO, and so on. iShares is good for liquidity, but if you're in it for the long run, Franklin Templeton has some low fee etfs for India, Mexico, and Brazil. I buy into the idea that there's more potential in emerging markets for growth. Countries in Southeast Asia, for instance, increasingly have better educated populations, and more stable business environments. I think it's worth betting on specific countries. Also, just buying and holding something like VT is so goddamn boring. I'd like to see if I can do a little better. If you want a more strategic way to invest in emerging markets, look into mutual funds. For example, Mobius runs a really good one that invests in emerging markets.
Ive got INDA too, THD is good too, EIDO also likely to rise.
Pick what you like, my mom in her 70's bought Sirius, she thought it was a neat idea. Three months later they penned the deal with Howard Stern. She just liked the stock. She asked me if signing Howard was a good thing. LOL, she also had THD, Disney, and other stocks that did well. Buy what you like. Oh and when the NFC wins the super bowl the market goes up, and hemlines do too.
EWY, INDA, EWT, EWJ, THD, VNM, CHIQ, KWEB, KWA, EWZ are some I trade