Aiiihhheiii, I mean Achoo! Thailand… sell the bits that go into the technology boom, then queue up to buy the phone. Wonderful. But are we actually getting richer or just upgrading the camera we use to complain about the economy? A bit of AI, a bit of Apple fever, and the usual question… where’s my […]
Read More →Grok This briefing draws from recent reporting by Bangkok Post, Reuters, The Nation, Thai Examiner, Thai PBS-related outlets, company disclosures, and parallel English/Thai X monitoring. Context: Anutin Charnvirakul (Bhumjaithai) leads a majority coalition after the February 2026 election (Bhumjaithai ~193 seats; People’s Party second; Pheu Thai third). A no-confidence debate is scheduled for 7–11 December. […]
Read More →Company news 📊 BCP.BK Company Background Bangchak Corporation Public Company Limited is a Thai integrated energy company engaged in oil refining and marketing (two complex refineries with combined capacity of ~294,000 barrels per day and a network of over 2,000 service stations), clean/renewable power generation (via subsidiary BCPG), bio-based products (via BBGI), and natural resources […]
Read More →Company news 📊 BCPG.BK Company Background BCPG Public Company Limited is a Thai renewable energy company that develops, owns and operates solar, hydropower, wind and natural gas power assets in Thailand, Japan, Laos, Taiwan and other markets. It is a subsidiary of Bangchak Corporation Public Company Limited. The share closed at THB 6.90 on 4 […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service Public Company Limited (AIS) is Thailand’s leading mobile operator and a major digital services provider, offering mobile, fixed broadband (AIS 3BB Fibre3), enterprise solutions, device sales and digital financial services. The share closed at THB 340.00 on 3 November 2026. Market capitalisation is approximately THB 1,010 […]
Read More →Company news 📊 BDMS.BK Company Background Bangkok Dusit Medical Services Public Company Limited is Thailand’s largest private hospital group, operating a network of more than 50 hospitals under brands including Bangkok Hospital, Samitivej, BNH, Phyathai and Paolo, plus supporting businesses in pharmaceuticals, laboratories and wellness. The share closed at THB 19.50 on 2 November 2026. […]
Read More →Company news Nothing new overnight Corporate events Ex today — only foreign DRs (HXL03, JEPI19, SPBOND80). Pays today — MWG11, MWG19, PINGAN11, SPBOND80. Still open — BIS tender at ฿1.27 closes tomorrow (3 Nov). Payment 5 Nov. Offerors are Phatcharee Nanthawatsiri, Sarawut Techasattaya and Rungnapa Tachasattaya. Not for delisting. MAJOR buyback window is open. STPI […]
Read More →Yet another quiet week, it’s still earnings season for another 2 weeks. Notable Transactions Buy(s) THB 0.9 mn N/a Sell(s) THB 0.0 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →And now what’s going to happen this week? It’s still earnings season, Central Group seems to be knocking it out of the park. Let’s see. Very quiet day, everything is still AI/semico and that’s really it. There’s nothing to write about other than the binary choice of Iran go/no-go, post the latest US elections. Please […]
Read More →Note: This week Thailand’s big co’s and the G both discovered the same magic trick… move money from the left pocket to the right pocket and call it a strategy. So sit back, grab sticky rice and some moo ping and enjoy. Petchem marriage SCG Chemicals (SCGC) and PTT Global Chemical (PTTGC) are combining their […]
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