Market Update 09/03
Who else wants to short oil and gold? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Management Trades 03/03 – 06/03
Notable Transactions Buy(s) THB 100 mn Sell(s) THB 284 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →WHTW Top 10: 02/03 – 06/03
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Stocks in the news (advanc, ichi, samart) 06.03.26
📊 ADVANC Company Background Advanced Info Service Public Company Limited (AIS) is Thailand’s leading telecommunications provider, offering a comprehensive suite of services including mobile network operations, high-speed fixed broadband, and enterprise digital solutions. The company is at the forefront of the country’s 5G rollout and continues to expand its ecosystem into virtual banking and digital […]
Read More →Stocks in the news (banpu) 05.03.26
📊 BANPU Company Background Banpu Public Company Limited is an international versatile energy provider operating across three core pillars: energy resources (coal and natural gas), energy generation (thermal and renewable power), and energy technology. The company is currently undergoing a strategic restructuring, including a major merger with its subsidiary Banpu Power (BPP), to transition towards […]
Read More →Stocks in the news (aot, bafs, bch, cpn) 04.03.26
📊 AOT Company Background Airports of Thailand Public Company Limited (AOT) manages and operates six international airports in Thailand, including Suvarnabhumi and Don Mueang. As a state-owned enterprise, it is a dominant player in the Thai aviation industry, serving as a primary gateway for international tourism and logistics. Market Cap (THB): 721.43B Market Cap (USD): […]
Read More →Stocks in the news (cpn, ea, mrdiyt, ptt, thai, true) 02.03.26
📊 CPN Company Background Central Pattana Public Company Limited is Thailand’s largest retail property developer, managing an extensive portfolio of shopping centers, office buildings, hotels, and residential projects across major cities and international markets. Market Cap (THB): 314.16B Market Cap (USD): ~$10.13B (at ~THB 31/USD) Current Price: THB 70.00 (as of 27 Feb 2026) 52-Week […]
Read More →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 […]
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