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Stocks in the news (advanc, anan, bcp, crc, bch, hmpro, top, whaup) 16.03.26 

📊 ADVANC Company Background Advanced Info Service Public Company Limited is Thailand’s leading digital life service provider. The company operates core businesses in mobile telecommunications, high-speed home broadband via AIS Fibre, and digital services including cloud, IoT, and enterprise solutions, maintaining the largest subscriber base and network coverage in the country. Market Cap (THB): 1,079.64B […]

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Market Update 16/03

Easy trade done… Oil and gold coming back down. USDTHB following. Thai government is almost formed. Are you ready to choose the next winners from this new crony capitalism? Not much thinking is required, fun times ahead. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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Management Trades 09/03 – 14/03

Notable Transactions Buy(s) THB 2.2 bn Sell(s) THB 0.3 bn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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WHTW Top 10: 09/03 – 13/03 

*Yes only 8 interesting points this week If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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Stocks in the news (bch, bcpg, bh, btg, crc, inet, ivl, kex, mint, mtc, ptg, tu) 13.03.26

📊 BCH Company Background Bangkok Chain Hospital Public Company Limited operates a leading network of private hospitals across Thailand under the World Medical Hospital, Kasemrad, and Karunvej brands, catering to diverse patient groups including private pay, insurance, and the national social security scheme. Market Cap (THB): 24.69B Market Cap (USD): ~$0.77B (at ~THB 32/USD) Current […]

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Stocks in the news (aot, apo, egco, hana, jmart, prm, psl, thai, tse) 12.03.26

📊 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 derives its revenue from aeronautical services, such as landing and parking fees, and non-aeronautical services, including concession fees, service revenues, and office and state property rentals. […]

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Stocks in the news (amata, bgrim, inset, scc, shr, tu) 11.03.26

📊 AMATA Company Background Amata Corporation Public Company Limited is a leading developer and manager of integrated industrial estates in Thailand and Vietnam, providing land, infrastructure, and utility services to a global client base in key manufacturing sectors. Market Cap (THB): 20.70B Market Cap (USD): ~$0.65B (at ~THB 32/USD) Current Price: THB 18.00 (as of […]

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Stocks in the news (aot, bam, osp, sky, true) 10.03.26

📊 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 is central to Thailand’s tourism industry, providing comprehensive airport services, ground handling, and commercial space management for millions of international and domestic passengers annually. Market Cap […]

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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 🙏🧇

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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 🙏🧇

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