Company news đź“Š DELTA.BK Company Background Delta Electronics (Thailand) PCL manufactures power-electronics, thermal and infrastructure products — power supplies, DC fans, EV/powertrain components, data-centre and telecom power, and industrial automation — from Thai and overseas plants for global OEM customers. The share is the SET’s largest electronics weight and a high-beta AI/data-centre proxy; it last […]
Read More →Company news đź“Š AKS.BK Company Background AKS Corporation PCL (formerly AQ Estate) is a SET property developer with low-rise and high-rise residential projects plus rental assets, now a micro-cap with negative book equity after years of losses and a May 2025 par change (THB 0.50 to THB 11.50). The name is marked SP and NC […]
Read More →Notable Transactions Buy(s) THB 65 mn SPALI – and they are still buying and buying, divvy maxers. Sell(s) THB 6.6 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →These Bangkok floods are far worse than most expected, perhaps 20% of the people I know have had their homes flooded, but it isn’t nationwide, thus nowhere the damage of 2011. Prayers to those affected. And as usual my brain went to ok…homepro…crc…thai watsadu…global…scc….all these players should see a demand uplift as a result of […]
Read More →Company news đź“Š ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from […]
Read More →Politics — Thailand’s Constitutional Court is due to rule on Sep 28 on whether barcodes and QR codes used in the Feb. 8 general election compromised ballot secrecy by potentially allowing ballots to be linked back to individual voters. The key market risk is the possibility that the court finds the violation sufficiently serious to […]
Read More →Company news đź“Š ANAN.BK Company Background Ananda Development PCL is a Bangkok-centric condominium and mixed-use developer, historically partnered with listed Japanese names on urban high-rise and transit-adjacent projects, with a still-large inventory and transfer backlog against a leveraged balance sheet. Cash flow is lumpy and rate-sensitive; the share last printed THB 0.32, a tick above […]
Read More →Company news đź“Š ASP.BK Company Background Asia Plus Group Holdings PCL is a Thai securities house spanning brokerage and derivatives, investment banking, fund management and proprietary trading. Earnings track SET turnover, IB deal flow and trading book marks; the share last printed THB 2.36, off a tick from Wednesday’s 2.38 close, still above the December […]
Read More →Company news đź“Š MAJOR.BK Company Background Major Cineplex Group PCL is Thailand’s largest cinema exhibitor, operating multiplexes plus bowling, karaoke, ice-skate, advertising and film-distribution/adjacencies. Cash flow tracks Hollywood and Thai-title slate, occupancy and concession mix; the share last printed THB 7.15 after a 3.6% bounce from Tuesday’s 6.90 close, still only a shade above the […]
Read More →Company news đź“Š 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 […]
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