BAM.BK — Bangkok Commercial Asset Management PCL Thailand’s leading specialized asset management company focused on non-performing loans (NPLs) and non-performing assets (NPAs), primarily real-estate secured, with nationwide recovery and asset management operations. Market Cap (THB) 22.30 billion Market Cap (USD) 667.7 million Current Price 6.90 THB 52-Week Range 6.20 – 8.60 THB P/E (TTM) 12.3x […]

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THAI.BK – Thai Airways International PCL Thailand’s national flag carrier providing domestic and international passenger and cargo air transportation services, with a growing focus on post-restructuring profitability and fleet modernisation. Market Cap (THB) 158.50 billion Market Cap (USD) 4.75 billion Current Price 5.60 THB 52-Week Range 5.25 – 19.40 P/E (TTM) 5.08 P/BV 1.79 Dividend […]

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Notable Transactions Still in earnings season…let’s see after 15th August if there is any action. Buy(s) THB 0.000000000000000000000000000000000000000000000000000000001 mn Sell(s) THB 3.9mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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Tourism catching a bid (see the thai teaw thai plus)? Electronics catching a flu (korean degens margin called)? Financial repression continuing as banks minting it on yield steepening (look at the 1 year versus the 10 year yields)? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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Grok Weekly Thai News Briefing   Coverage: ~21–31 July 2026 (last 7–10 days)   Sources prioritized: Bangkok Post, Nation Thailand, Thai Examiner, Thaiger, Reuters/Al Jazeera/Nikkei Asia coverage, official statements, SET data, and parallel English/Thai X monitoring.  Political News 1. PM Anutin’s official China visit (16–20 July): Met President Xi Jinping and Premier Li Qiang; elevated comprehensive strategic […]

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