Company news đź“Š BAM.BK Company Background Bangkok Commercial Asset Management PCL is Thailand’s listed NPL/NPA manager, buying distressed loans and property from banks and resolving them through collection, restructuring and asset sales, with a developing JV-AMC book. Cash flow is lumpy and rate-sensitive; the share trades at a deep discount to book near the 52-week […]
Read More →Company news đź“Š BH.BK Company Background Bumrungrad Hospital PCL is Thailand’s flagship private tertiary hospital, serving a large international and Middle-Eastern outpatient and inpatient base from its Bangkok campus plus related clinic and insurance adjacencies. Earnings are high-margin hospital cash flow with a fortress balance sheet; the name trades at a premium P/BV versus SET […]
Read More →Company news đź“Š GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]
Read More →Notable Transactions Buy(s) THB 839 mn GULF – Uncle S keeps buying “No local lawsuit is going to stop me controlling every industry GULF is in” Sell(s) THB 71 mn SIMAT – Vice Chairman dumps to? IROYAL – Chairman dumps this…odd … decent divv
Read More →Company news đź“Š ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings are driven by mobile ARPU and broadband net-adds, with a high payout and a premium P/BV […]
Read More →Company news đź“Š GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]
Read More →Company news đź“Š BGRIM.BK Company Background B.Grimm Power PCL is a Thai independent power producer supplying electricity and steam from gas-fired SPP/IPP plants and a growing renewable book (solar, wind and hydro) in Thailand and overseas. Cash flow is driven by contracted capacity payments, industrial steam and Ft/gas spreads; the share has rerated in 2026 […]
Read More →Company news đź“Š BWG Company Background Better World Green PCL provides integrated industrial-waste treatment and disposal in Thailand — secure landfill, incineration, wastewater and related collection/transport services for factories and industrial estates. Earnings are volume- and utilisation-driven; the equity trades at a low single-digit TTM P/E after the 2025 profit recovery. Market Cap (THB): 1.53B […]
Read More →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 […]
Read More →GULF.BK – Gulf Development Public Company Limited Leading Thai energy and infrastructure holding company. Develops and operates gas-fired and renewable power plants, natural gas businesses, and is expanding into ports, logistics, data centers and digital services. One of Thailand’s largest independent power producers with growing regional footprint. Market Cap (THB) 986.0 billion Market Cap (USD) […]
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