Reading the fade after a clean beat
When results clear consensus but the name gives back the gap, what is the tape saying — and what is only noise?
Field Notes
Field Notes
Notes from earnings weeks — reaction patterns, calendar discipline, and practical questions from the Bangkok desk.
Calendar clusters on the SET
Why two liquid names printing on the same Thursday can matter more than either print alone.
Dual listings and the overnight handoff
When the ADR moves first and the local line opens later, reaction work has to follow both clocks.
Quiet periods and what we will not discuss
Internal quiet windows are client constraints. Here is how they shape an earnings reaction briefing.