Market Update 02/03
I view the world as mob bosses fighting – with that framework it makes sense. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Management Trades 23/02 – 27/02
Notable Transactions Buy(s) THB 23 mn Sell(s) THB 3 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Stocks in the news (a5, bafs, bem) 27.02.26
📊 A5 Company Background Asset Five Group Public Company Limited is a real estate developer focused on residential projects, including luxury condominiums, single-detached houses, and twin houses in prime Bangkok locations and other provinces. The company operates as a holding company investing in real estate and related businesses with a design philosophy centered on “Urbanized […]
Read More →Stocks in the news (amata, bjchi, ccet, com7) 26.02.26
📊 AMATA Company Background Amata Corporation Public Company Limited is a leading developer and operator of integrated industrial estates in Thailand and Vietnam. The company specializes in planning, developing, and managing “Perfect Cities” that host over 1,500 global manufacturing tenants, while providing essential utility services including power, water, and natural gas distribution. Market Cap (THB): […]
Read More →Stocks in the news (auct, qh, sc) 25.02.26
📊 AUCT Company Background Union Auction Public Company Limited provides auction services for assets, particularly used cars and motorcycles. The company serves as a marketplace for buyers and sellers, focusing on transparency and value creation through its integrated auction management system and professional appraisal services. Market Cap (THB): 2,970.00M Market Cap (USD): ~$95.8M (at ~THB […]
Read More →Stocks in the news (aav, cococo, delta, ivl) 24.02.26
📊 AAV Company Background Asia Aviation Public Company Limited is a holding company that focuses on the low-cost carrier business through its 100% stake in Thai AirAsia, serving domestic and international routes across Asia with a focus on cost efficiency and its “Now Everyone Can Fly” accessibility strategy. Market Cap (THB): 16.58B Market Cap (USD): […]
Read More →Stocks in the news (aot, aav, ichi) 23.02.26
📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company generates revenue through aeronautical services such as landing and parking fees, as well as non-aeronautical businesses including retail concessions, space rentals, and service revenues. Market Cap […]
Read More →Market Update 23/02
Tourism still fine until 4Q26 for a YoY comp. 2027 let’s see. Q mark on currency given the gold trade. But then will the exporters get a bump? Delta driving us to the moon Will the auto players, non-EV, benefit in 2026 as the EV subsidies are gone? Perplexity LinkWould the players such as SAT, […]
Read More →Management Trades 16/02 – 20/02
Notable Transactions Buy(s) THB 5 mn Sell(s) THB 3.4 mn Note: It’s earnings season….naturally no trades..let’s see in March. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →WHTW Top 10: 16/02 – 20/02
From my buddy Grok Weekly Thai News Summary (February 14-20, 2026) This summary compiles the latest developments in Thai political, national, and corporate news, drawing from web searches and expert insights on X. Key themes include the aftermath of the February 8 general election, border tensions with Cambodia, economic projections, and business expansions. Below are […]
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