By now, it’s been fairly obvious how to trade around these skirmishes/wars. Markets panic for a few weeks and then make new highs. (granted not all names) . And oh, you’re welcome fellow oil shorters 😉 Thailand, my thesis that this is going to be the best government performance since Thaksin’s first term looks like […]
Read More →It was the Songkran holidays, barely anything… Notable Transactions Buy(s) THB 2 mn Sell(s) THB 0.4 mn Ticker Price (THB) YTD % Trend (3M) Consensus Analysis EP.BK 2.68 +7.2% 📈 Hold Link IVF.BK 0.64 -22.9% 📉 Sell Link SYNTEC.BK 1.64 0.0% ➡️ Hold Link CMAN.BK 2.52 +6.8% 📈 Buy Link A5.BK 1.84 -0.5% 📉 Hold […]
Read More →Grok – I’ll start adding my points next week 🙂 Thai Weekly News Briefing (April 8–18, 2026)Comprehensive overview of top developments in politics, economy/country affairs, and corporate news from the past 7–10 days. Sources include Bangkok Post, Reuters, Thai PBS, SET data, and X chatter (English + Thai-language). At least 20 distinct high-impact items compiled […]
Read More →📊 BGRIM Company Background B.Grimm Power Public Company Limited is a leading Thailand-based integrated energy producer focusing on the development and operation of gas-fired co-generation and renewable energy power plants. The company serves over 400 industrial users through its own transmission systems and is strategically expanding into LNG procurement and global renewable energy markets. Market […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited is the leader of Thailand’s airport business operator. Its main business operations are airport management, airport services, and other related businesses, managing six major international airports in Thailand including Suvarnabhumi and Don Mueang. Market Cap (THB): 771.43B Market Cap (USD): ~$23.7B (at ~THB 32.5/USD) Current […]
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