Oh Thailand, how your choice of government never fails to disappoint me…but markets love the control of 1 dominant party as it implies 1) Stability 2) Policies that should last more than 12 months. Anyways – look at my darling resources & industrials, even propcon has a double bottom. If this has helped you, please […]
Read More →Notable Transactions Buy(s) THB 0.7 mn Sell(s) THB 1.6 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Digest: Political, Country, and Corporate Updates This digest compiles recent developments in Thailand’s political landscape, general country news, and corporate/business sectors, drawn from web searches and X ecosystem analysis. Focused on the week leading up to the February 8 snap election, it includes at least 20 key items. Insights from X […]
Read More →Note: I’m brain dumping this on an airplane. It is, as usual, poorly organised and not thought through. Simply imagine a fat man typing on a cramped economy seat with coffee spilt all over my wife-beater typing away on a 1990s thinkpad. With that image in mind, the rambling below shall surpass your expectations. Note: […]
Read More →ADVICE TB: The company expects a strong uplift from the upcoming MacBook Pro launch, projecting ~20% revenue growth in 2026 y/y, driven by an expanding customer base and new product introductions. Comment: I’m still impressed by this company continuing to grow throughout the country. đź“Š ADVICE Company Background Advice IT Infinite Public Company Limited (ADVICE) […]
Read More →ADVANC: Share price strength at ATH levels may be tested by clarity around dividend roadmap and CAPEX financing. Multiple rating downgrades were seen late yesterday and into this morning. Comment: What’s the confusion? GULF wants ADVANC to continue leveraging up to pay out great cash divvy’s. Telenor did it with DTAC – there’s nothing complicated […]
Read More →đź“Š GULF Company Background Gulf Energy Development Public Company Limited is a leading Thai energy and infrastructure holding company that invests in power generation, infrastructure and utilities, and digital businesses, with a diversified portfolio of conventional and renewable power assets and large-scale infrastructure projects in Thailand and selected international markets. Market Cap (THB): ~580.00B (approximate […]
Read More →AOT expects passenger traffic to rise 6% this year to 135mn, supported by growth in charter flights and a planned increase in passenger service charges. The company plans to propose a THB 12bn East Expansion project at Suvarnabhumi Airport to the Cabinet, which would lift annual capacity to 70mn passengers from 65mn. Comment: La la […]
Read More →BTS BTS Group – “Baan Chao Thai”: Affordable housing initiative to expand nationwide, shifting from Bangkok condos to provincial detached homes. Zero down-payment model targets renters paying THB5–8k/month, with financing support from the Government Housing Bank. Comment: Well…I guess it’s no longer an infra company. “oh but this doesn’t change our model” yeah…the last time […]
Read More →From what I’ve read online since the past few weeks, Warsh = gold sub 4k, Rieder = gold 7k, and it’s turning out to be true. The double bottom in industrials has my attention. “Ohhh you use technicals” – don’t be a donkey, everyone looks at charts. If this has helped you, please consider donating […]
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