*Note it’s a quiet period as it’s earnings season, lets see what happens after the 15th August Notable Transactions Buy(s) THB 5 mn Sell(s) THB 23 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing (approx. July 17–24, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources (Bangkok Post, Reuters, The Nation, Thai PBS, etc.), market data, and social media sentiment. Thailand’s political landscape remains shaped by post-2025 transitions, with Anutin Charnvirakul of the Bhumjaithai Party serving as Prime […]
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) […]
Read More →SCB X Public Company Limited (SCB.BK) SCB X is Thailand’s leading financial group, operating commercial banking, consumer & digital finance (CardX, AutoX, MONIX), securities, and technology platforms. It serves corporate, SME and retail customers through a mix of traditional banking and digital lending/investment services. Market Cap (THB) 508.5 billion Market Cap (USD) 15.04 billion Current […]
Read More →BCP.BK – Bangchak Corporation Public Company Limited Integrated energy company engaged in petroleum refining & marketing, biofuels, power generation (including renewables), and natural resources across Thailand and internationally. Market Cap (THB) 65.83 B Market Cap (USD) 1.97 B Current Price 45.00 THB 52-Week Range 24.20 – 45.25 THB P/E (TTM) 21.63 P/BV 0.98 Dividend Yield […]
Read More →BEM.BK — Bangkok Expressway and Metro Operates expressways and the MRT Blue Line in Bangkok; also manages commercial development and advertising space at stations and along routes. Core infrastructure play on Bangkok urban mobility. Market Cap (THB) 101.85B Market Cap (USD) $3.04B Current Price 6.80 THB 52-Week Range 4.84 – 6.95 P/E (TTM) 27.20 P/BV […]
Read More →AP.BK – AP (Thailand) Public Company Limited Real estate developer focused on low-rise (detached houses & townhouses), high-rise condominiums, after-sales services, property brokerage and construction services in Thailand. Market Cap (THB) 25.48 B Market Cap (USD) 761 M Current Price 8.10 THB 52-Week Range 6.85 – 9.70 P/E (TTM) 5.85 P/BV 0.54 Dividend Yield 6.42% […]
Read More →2Q26 earnings season is coming…banks are releasing now…what could one expect? Better than expected NIMs? Higher divvy payouts? Share buybacks? Let’s see…. Amusingly markets that are heavy banks, energy and telco are the ones doing well…bodes well for the region, and the s. americas etc etc. Tech heavy ones may finally continue to see that […]
Read More →Notable Transactions Buy(s) THB 19 mn Sell(s) THB 1 bn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing (approx. July 8–17, 2026) This briefing covers key developments from the past ~7–10 days, drawing from reputable sources like Bangkok Post, Reuters, Nation Thailand, Thai PBS, and market data. It prioritizes high-impact stories in politics, economy/country developments, and corporate/news. Political News – Constitutional Court Upholds B400 Billion Emergency Borrowing Decree […]
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