And so it’s the quiet time and no one knows what to buy any more. The liquidity wall from TTB, ADVANC, THAI and TRUE have the locals dumping their winners. Now El Nino is (finally) in the news…commodities yum yum. Iran isn’t finished…neither is Ukraine, (un)amusing times.
Read More →Grok Weekly Thai News Briefing Period covered: Approx. 18–28 August 2026 (last 7–10 days) Sources prioritize Bangkok Post, The Nation, Reuters, Nikkei Asia, Thai Examiner, SET, Bank of Thailand, and related reputable outlets. Parallel English and Thai-language monitoring (web + X) was used for politics, economy, and markets. Political News 1. Senate collusion allegations intensify […]
Read More →Company news 📊 AAI Company Background Asian Alliance International PCL is an OEM manufacturer and distributor of wet and dry pet food plus shelf-stable human seafood products (tuna, salmon, tilapia and similar), exporting from Samut Sakhon to the U.S., UK, Japan, the Middle East and Europe under house and customer brands. Market Cap (THB): 8.42B […]
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 →Company news 📊 BIZ Company Background Business Alignment PCL distributes and installs radiotherapy systems and related cancer-treatment equipment from global OEMs, and provides maintenance services. It also operates a small hospital/clinic line. Customers are Thai public and private hospitals; earnings are lumpy around large linac deliveries but cash conversion and a high indicated dividend have […]
Read More →Company news 📊 FLE Company Background Frontline Engineering PCL is a water-systems specialist supplying pumps, valves, pipes, Bailey bridges, dredgers and related equipment, plus installation, pump-rental and irrigation/water-transfer project work. Customers are mainly Thai government agencies (Royal Irrigation Department, groundwater and provincial waterworks). As of 24 August 2026 the stock was still in IPO subscription […]
Read More →📊 PTT Company Background PTT Public Company Limited is Thailand’s national integrated energy company. It operates across the entire oil & gas value chain including upstream exploration & production, natural gas transmission and distribution, refining, petrochemicals, and retail marketing, and holds major stakes in key affiliates such as PTTEP, PTTGC and TOP. Market Cap (THB): […]
Read More →Earnings season is over….far better than the market expected, this past 12-18 months has been interesting…we’re seeing upgrades in 2H of both 2025-2026 as houses have underestimated the earnings, this is the opposite from 2015-2024 where one only saw downgrades in the 2H of each calendar year. Now someone clever asked me…as ING is exiting […]
Read More →Grok Weekly Thailand Briefing: Politics, Country/Economy & Corporate News Period covered: ~11–21 August 2026 (recent high-impact stories prioritized; sources include Bangkok Post, The Nation, Thai Examiner, Reuters/Bloomberg summaries, SET data, and parallel English/Thai X monitoring). Political News 1. PM Anutin Charnvirakul’s Australia/New Zealand visit — Official trip strengthens bilateral ties (trade, investment, transnational crime, defence, […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited operates and manages Thailand’s major international and domestic airports, including Suvarnabhumi, Don Mueang, Phuket, Chiang Mai and others, generating revenue from aeronautical and non-aeronautical services. Market Cap (THB): 953.57B Market Cap (USD): ~$29.07B (at ~THB 32.80/USD) Current Price: THB 66.75 (as of 20 August 2026 […]
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