Notable Transactions Buy(s) THB 154 mn MTI – This side of the family is determined to keep their insurance fiefdom. Sell(s) THB 4.9 bn KKP – Quite the transaction — SET PDF GULF – now wtf is uncle S doing? First he buys a f tonne, and now he dumps it, his corporate secretary must’ve […]
Read More →Company news 📊 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 📊 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 📊 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 📊 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 📊 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 📊 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 📊 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 →