📊 PTT Company Background PTT Public Company Limited is Thailand’s national integrated energy company. It operates across the entire oil & gas value chain including upstream exploration & production, natural gas transmission and distribution, refining, petrochemicals, and retail marketing, and holds major stakes in key affiliates such as PTTEP, PTTGC and TOP. Market Cap (THB): […]

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Earnings season is over….far better than the market expected, this past 12-18 months has been interesting…we’re seeing upgrades in 2H of both 2025-2026 as houses have underestimated the earnings, this is the opposite from 2015-2024 where one only saw downgrades in the 2H of each calendar year. Now someone clever asked me…as ING is exiting […]

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Grok Weekly Thailand Briefing: Politics, Country/Economy & Corporate News   Period covered: ~11–21 August 2026 (recent high-impact stories prioritized; sources include Bangkok Post, The Nation, Thai Examiner, Reuters/Bloomberg summaries, SET data, and parallel English/Thai X monitoring).  Political News 1. PM Anutin Charnvirakul’s Australia/New Zealand visit — Official trip strengthens bilateral ties (trade, investment, transnational crime, defence, […]

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