10K

Portfolio is down 4% today, not bad..recovering from about -11% last week.

I have 10K in reserve and am mulling where to put it..

.....KBANK is top of the list so far. Good report today from credit swiss, low PE ratio but increasing earnings, profits- their target price is 105 baht (its 79 today) for end of year...plus its gone down 10% in last 2 weeks . So i think ill wait to see if its going lower before buying- its relative strength index is halfway between buy and sell, so that's no guide...

...LANNA is top of my watch list, so that's another option.

.......ADVANC has announced 9% dividend payments for next month, so might buy now to get that (though the price may go down at the payment date to factor in the dividend price)

Ill hold the 10K for now..