Tourism catching a bid (see the thai teaw thai plus)? Electronics catching a flu (korean degens margin called)? Financial repression continuing as banks minting it on yield steepening (look at the 1 year versus the 10 year yields)? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing Coverage: ~21–31 July 2026 (last 7–10 days) Sources prioritized: Bangkok Post, Nation Thailand, Thai Examiner, Thaiger, Reuters/Al Jazeera/Nikkei Asia coverage, official statements, SET data, and parallel English/Thai X monitoring. Political News 1. PM Anutin’s official China visit (16–20 July): Met President Xi Jinping and Premier Li Qiang; elevated comprehensive strategic […]
Read More →AAV.BK — Asia Aviation PCL Holding company that operates Thai AirAsia, a low-cost carrier providing scheduled and charter passenger air transportation services primarily in Thailand and regional destinations. Market Cap (THB) 13.49 B Market Cap (USD) 404 M Current Price 1.05 THB 52-Week Range 0.98 – 1.43 P/E (TTM) 7.50 P/BV 0.95 Dividend Yield 0.00% […]
Read More →AAI.BK – Asian Alliance International Produces and sells wet & dry pet food and ready-to-eat human seafood products under Monchou, Hajiko and PRO brands; exports to US, UK, Japan, Europe and Middle East. Subsidiary of Asian Sea Corporation. Market Cap (THB) 8.38 B Market Cap (USD) 251.0 M Current Price 3.96 THB 52-Week Range 3.32 […]
Read More →DELTA.BK – Delta Electronics (Thailand) PCL Leading manufacturer of power electronics, switching power supplies, DC fan modules and related products serving IT, industrial automation, EV and data-centre markets. Majority-owned by Taiwan’s Delta Electronics Inc. Market Cap (THB) 3.83 Trillion Market Cap (USD) US$ 113.99 Billion Current Price 307.00 THB 52-Week Range 139.50 – 372.00 P/E […]
Read More →It’s coming to the volatile part of the market months….the World Cup is over, summer holidays is coming to an end and what volatility to the downside will appear? There’s still a lot to be positive for, but let’s see… If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →*Note it’s a quiet period as it’s earnings season, lets see what happens after the 15th August Notable Transactions Buy(s) THB 5 mn Sell(s) THB 23 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing (approx. July 17–24, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources (Bangkok Post, Reuters, The Nation, Thai PBS, etc.), market data, and social media sentiment. Thailand’s political landscape remains shaped by post-2025 transitions, with Anutin Charnvirakul of the Bhumjaithai Party serving as Prime […]
Read More →GULF.BK – Gulf Development Public Company Limited Leading Thai energy and infrastructure holding company. Develops and operates gas-fired and renewable power plants, natural gas businesses, and is expanding into ports, logistics, data centers and digital services. One of Thailand’s largest independent power producers with growing regional footprint. Market Cap (THB) 986.0 billion Market Cap (USD) […]
Read More →SCB X Public Company Limited (SCB.BK) SCB X is Thailand’s leading financial group, operating commercial banking, consumer & digital finance (CardX, AutoX, MONIX), securities, and technology platforms. It serves corporate, SME and retail customers through a mix of traditional banking and digital lending/investment services. Market Cap (THB) 508.5 billion Market Cap (USD) 15.04 billion Current […]
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