Now I know why my Thai refiners can’t trade a premium – because the government is going to force them to subsidise the domestic businesses. Nevertheless with Iran not stopping…Ukraine/Russia still ongoing, Europe learning that their ESG mandates are coming to fruition with Saudi not delivering oil, why can’t all refineries globally trade above replacement […]
Read More →Notable Transactions Buy(s) THB 222 mn GULF – Uncle S continues to give his Corporate Secretary an aneurysm with his trading. Sell(s) THB 12 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →FTSE Rebalance — FTSE changes take effect at today’s close. CPN moves from Large Cap to Mid Cap, while BTS, LH, SCCC and TU move from Mid Cap to Small Cap. Small Cap additions also include FTREIT and THAI, while BLAND, SPCG and TPIPP are deleted. Estimated notable passive inflows are THAI +THB2.3bn, TTB +THB1.4bn, […]
Read More →Company news 📊 BEM.BK Company Background Bangkok Expressway and Metro PCL operates Bangkok tollways and the Blue Line metro under long concessions, plus commercial development along stations and expressway corridors. Cash flow is contracted traffic and fare/toll collections with a leveraged concession balance sheet; the share is holding the Thursday bounce at THB 6.80 this […]
Read More →Company news 📊 AMATA.BK Company Background Amata Corporation PCL develops and operates industrial estates in Thailand and Vietnam (Amata City Chonburi, Rayong, Bien Hoa and related sites), selling prepared land to manufacturers and layering utilities, rental factories and power/water JVs on top of the estate platform. Cash flow mixes lumpy land transfers with recurring utility […]
Read More →Company news 📊 BCP.BK Company Background Bangchak Corporation PCL is a Thai integrated refiner and marketer — Bangchak refinery and retail network, plus biofuels, power and an upstream/oil-trading book through BCPR and related platforms. Earnings swing with GRM, inventory gains and oil prices; the share has more than doubled from the December 2025 close after […]
Read More →Company news 📊 AMATA.BK Company Background Amata Corporation PCL develops and operates industrial estates in Thailand and Vietnam (Amata City Chonburi, Rayong, Bien Hoa and related sites), selling prepared land to manufacturers and layering utilities, rental factories and power/water JVs on top of the estate platform. Cash flow mixes lumpy land transfers with recurring utility […]
Read More →Company news 📊 AP.BK Company Background AP (Thailand) PCL develops low-rise housing — single detached houses, duplexes and townhomes — plus condominiums in Bangkok and key provinces, selling completed units and layering property-management and after-sales services on the development book. Earnings track transfer volumes and gross margin on landed product; the share screens as a […]
Read More →Why can’t my refineries and petchems trade a premium to BV like they used to pre-2014? Please give this Somtum Waffle a tip Leave a tip
Read More →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 →