GULF.BK — Gulf Development Public Company Limited Leading independent power producer and infrastructure developer in Thailand with core businesses in power generation (gas, renewables), utilities, and digital/satellite services. Significant associate stakes in ADVANC and KBANK. Market Cap (THB) 971.1 billion Market Cap (USD) 29.25 billion Current Price 65.00 THB 52-Week Range 39.75 – 68.50 P/E […]

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PTT Public Company Limited (PTT.BK) Thailand’s leading integrated energy company engaged in petroleum exploration & production, refining, oil marketing, petrochemicals, and related downstream businesses across Asia and internationally. Market Cap (THB) 1.12 trillion Market Cap (USD) $33.73 billion Current Price 39.50 THB 52-Week Range 30.00 – 40.00 THB P/E (TTM) 12.19x P/BV 0.93x Dividend Yield […]

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KSL.BK — Khon Kaen Sugar Industry PCL Manufacturer and distributor of sugar and molasses in Thailand, Laos and Cambodia. Also generates electricity, produces ethanol and bio-fertilizers, and has real-estate rental operations. Market Cap (THB) 7.72 B Market Cap (USD) 232.5 M Current Price 1.75 THB 52-Week Range 1.19 – 1.81 P/E (TTM) N/A P/BV 0.33 […]

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BCP.BK — Bangchak Corporation Integrated energy company engaged in oil refining & marketing, biofuels, green power and natural resources businesses in Thailand and regionally. Market Cap (THB) 66.57 bn Market Cap (USD) 2.00 bn Current Price 45.50 THB 52-Week Range 24.20 – 46.00 P/E (TTM) ~6.0x (fwd) P/BV ~0.87x Dividend Yield ~2.8–3.2% Avg Daily Value […]

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*still nada – quiet period…let’s see what happens in the coming 2 weeks as earnings are coming out pretty darn good across the board. Notable Transactions Buy(s) Sell(s) If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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BGRIM.BK – B.Grimm Power Public Company Limited Develops, finances, constructs and operates green-field power plants (mainly gas-fired and renewable) in Thailand and internationally. Supplies electricity to industrial users and the government sector. Market Cap (THB) 48.49 B Market Cap (USD) 1,460 M Current Price 18.50 THB 52-Week Range 10.30 – 20.30 P/E (TTM) 58.3 P/BV […]

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INSET  ·  Infraset Public Company Limited Constructs data centers, IT systems, and telecommunications & transportation network infrastructure in Thailand. Provides design, installation, long-term maintenance, trading of telecom/IT equipment, and application services. Market Cap (THB) 3.65 billion Market Cap (USD) 110 million Current Price 4.54 THB 52-Week Range 1.50 – 4.88 THB P/E (TTM) 51.5x P/BV […]

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BAM.BK — Bangkok Commercial Asset Management PCL Thailand’s leading specialized asset management company focused on non-performing loans (NPLs) and non-performing assets (NPAs), primarily real-estate secured, with nationwide recovery and asset management operations. Market Cap (THB) 22.30 billion Market Cap (USD) 667.7 million Current Price 6.90 THB 52-Week Range 6.20 – 8.60 THB P/E (TTM) 12.3x […]

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THAI.BK – Thai Airways International PCL Thailand’s national flag carrier providing domestic and international passenger and cargo air transportation services, with a growing focus on post-restructuring profitability and fleet modernisation. Market Cap (THB) 158.50 billion Market Cap (USD) 4.75 billion Current Price 5.60 THB 52-Week Range 5.25 – 19.40 P/E (TTM) 5.08 P/BV 1.79 Dividend […]

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Notable Transactions Still in earnings season…let’s see after 15th August if there is any action. Buy(s) THB 0.000000000000000000000000000000000000000000000000000000001 mn Sell(s) THB 3.9mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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