Smart Grid – Electricity market moving toward decentralisation — EGAT, MEA, PEA, ERC and WHAUP are pushing grid modernisation as Thailand accommodates more renewables and distributed generation. TPA, Grid Code, wheeling charges and Smart Grid infrastructure will become increasingly important to enable private power trading and industrial access to green electricity. CP / Airport Rail […]
Read More →PINTHONG INDUSTRIAL PARK PLC (PIN) Management Q&A Published: 8 Sep 2026 Q: What is the history of the company and how did its origins in the steel industry shape its current business model? A: Our journey began approximately 31 years ago in a family-run steel trading house that imported more than 200,000 tonnes of steel […]
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 📊 BAM.BK Company Background Bangkok Commercial Asset Management PCL is Thailand’s listed NPL/NPA manager, buying distressed loans and property from banks and resolving them through collection, restructuring and asset sales, with a developing JV-AMC book. Cash flow is lumpy and rate-sensitive; the share trades at a deep discount to book near the 52-week […]
Read More →This post was created by Grok and Friends 🙂Thus any errors are errors and accept it. Do your own homework. Source: Bloomberg, SET. Coverage universe 179 stocks. Report dated 17 August 2026. Figures in Bt unless noted. SET-listed companies just posted their sixth consecutive quarter of earnings beats. Aggregate 2Q26 net profit for a 179-stock […]
Read More →Company news 📊 A5.BK Company Background Asset Five Group PCL is a Bangkok property holding company that develops and sells land, houses and condominium units through subsidiaries. Cash flow is lumpy and project-driven; TTM earnings have compressed sharply versus 2024–25, which is why the multiple looks stretched even though the share is little changed from […]
Read More →Company news 📊 BH.BK Company Background Bumrungrad Hospital PCL is Thailand’s flagship private tertiary hospital, serving a large international and Middle-Eastern outpatient and inpatient base from its Bangkok campus plus related clinic and insurance adjacencies. Earnings are high-margin hospital cash flow with a fortress balance sheet; the name trades at a premium P/BV versus SET […]
Read More →Company news 📊 GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]
Read More →Notable Transactions Buy(s) THB 839 mn GULF – Uncle S keeps buying “No local lawsuit is going to stop me controlling every industry GULF is in” Sell(s) THB 71 mn SIMAT – Vice Chairman dumps to? IROYAL – Chairman dumps this…odd … decent divv
Read More →It’s September, where’s my -10% drop? Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
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