Management Trades 05/10 – 09/10
Notable Transactions Buy(s) THB 502 mn PT – That’s a massive purchase by the Chairman Sell(s) THB 0.9 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Market Update 12/10/26
To make Bangkok look great again, they’ve decided to force the office population to WFH so that the overlords of finance will believe that Bangkok has no traffic and is the bastion of modern civilization and city planning. As for the markets…well it’s a forced week off…and several schools are on holiday + 3Q earnings […]
Read More →Stocks in the news (ASEFA, AWC, BEM, EA, EKH, GULF, KGEN, PCE, SJWD, TISCO, QUICK) 12.10.26
Company news 📊 ASEFA.BK Company Background Asefa Public Company Limited manufactures and distributes electrical power distribution products, switchboards, trunking systems and related engineering services in Thailand. The share last traded at THB 7.45 on 12 October 2026 (−0.15 / −2.0% from the prior 7.60), in a 7.35–7.65 day range on modest volume, inside the 52-week […]
Read More →WHTW Top 10: 05/10 – 09/10
BOT targets credit reform as Thailand’s K-shaped recovery persists. The Bank of Thailand highlighted the uneven nature of Thailand’s economic recovery and the need to reform credit structures to improve SME access to financing. The initiative could help address persistent constraints on smaller businesses and domestic demand, but the benefits will depend on implementation and […]
Read More →Stocks in the news (ADVANC, GULF, KBANK, LPN, PTT, SMT) 09.10.26
Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s leading digital-life and telecom operator, offering mobile services under the AIS brand, fixed broadband (AIS 3BB Fibre3), enterprise solutions, device sales, entertainment and digital financial services. Majority-owned via Gulf Development. The share closed at THB 334.00 on 9 October 2026 (−1.00 / […]
Read More →Stocks in the news (THAI) 08.10.26
Company news 📊 THAI.BK Company Background Thai Airways International PCL is the flag carrier, flying passenger, cargo and mail after its business rehabilitation, with a rebuilt equity base and a resumed dividend (THB 0.21 for 2025, paid 18 May 2026; ex 24 April 2026). Earnings are levered to load factor, yield and fuel. On 2 […]
Read More →Stocks in the news (AOT, BCP, GULF) 07.10.26
Company news 📊 AOT.BK Company Background Airports of Thailand PCL operates the six main Thai international airports — Suvarnabhumi, Don Mueang, Chiang Mai, Hat Yai, Phuket and Mae Fah Luang Chiang Rai — plus related commercial property. The Ministry of Finance holds 70%. The fiscal year ends 30 September; the FY2025 dividend was THB 0.81 […]
Read More →Stocks in the news (CPF, THAI) 06.10.26
Company news 📊 CPF.BK Company Background Charoen Pokphand Foods PCL is the CP Group agro-industrial and food platform, the “Kitchen of the World”: animal feed, livestock and aquaculture farming and processing, and cooked and ready-meal food, with production and joint ventures in 17 countries (overseas operations about two-thirds of sales). 1H26 sales were THB 283.9bn […]
Read More →Market Update 05/10
And so was that the end of the dump? Floods – done. Reasons to dump names that had run up this year – done. Kerfuffle @ the airport will be forgotten about. So … now…? Let’s see. Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Management Trades 28/09 – 02/10
Notable Transactions Buy(s) THB 394 mn GULF – Uncle cookie monster still keeps gobbling up his shares SPALI – The property power couple keeps nibbling up their shares Sell(s) THB 5 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
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