Management Trades 21/09 – 25/09
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 →Market Update 28/09
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 →Stocks in the news (ADVANC, TRUE, ALLY, AWC, BAM, CRC, PTT) 28.09.26
Company news 📊 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 →WHTW Top 10: 21/09 – 25/09
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 →Stocks in the news (ANAN, AWC, CREDIT, JMART, PSL, PTT, STECON, SUPER, WASH) 25.09.26
Company news 📊 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 →Stocks in the news (ASP, BAM, COM7, ITC, GRAND, JTS, SAMTEL, THCOM, WHA) 24.09.26
Company news 📊 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 →Stocks in the news (MAJOR, OSP, PTTEP) 23.09.26
Company news 📊 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 →Stocks in the news (AMATA, EGCO, GGC, NETBAY) 22.09.26
Company news 📊 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 […]
Read More →Stocks in the news (AWC, BCP, BCPG, BEM, BGRIM, EGCO, GUNKUL, KBANK, INET, MINT, MTC, SPALI, SPVI, THAI, STELLA) 21.09.26
Company news 📊 AWC.BK Company Background Asset World Corp PCL is the listed hospitality and mixed-use property platform of the TCC group, owning and operating hotels, retail and commercial assets across Bangkok and key Thai tourist cities. Earnings mix room and F&B recovery with a still-heavy development pipeline and leverage; the share last closed at […]
Read More →Market Update 21/09
Now I know why my Thai refiners can’t trade a premium – because the government is going to force them to subsidise the domestic businesses. Nevertheless with Iran not stopping…Ukraine/Russia still ongoing, Europe learning that their ESG mandates are coming to fruition with Saudi not delivering oil, why can’t all refineries globally trade above replacement […]
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