Commentary on special events in Thailand and the SET Index.
PINTHONG INDUSTRIAL PARK PLC (PIN) Management Q&A Published: 8 Sep 2026 Q: What is the history of the company and how did its origins in the steel industry shape its current business model? A: Our journey began approximately 31 years ago in a family-run steel trading house that imported more than 200,000 tonnes of steel […]
Read More →This post was created by Grok and Friends 🙂Thus any errors are errors and accept it. Do your own homework. Source: Bloomberg, SET. Coverage universe 179 stocks. Report dated 17 August 2026. Figures in Bt unless noted. SET-listed companies just posted their sixth consecutive quarter of earnings beats. Aggregate 2Q26 net profit for a 179-stock […]
Read More →A random chat in the group has led to this little 10 minute session on perplexity. After seeing imports continually increase, I’ve been simply working on the hypothesis that it’ll led to future export growth in the coming 12-24 months. Seems likely. Let’s see. What’s interesting from the below is that growth in agri products, […]
Read More →www.aseanpulse.com I vibe coded this on Claude back in January over 3 days. Finally got around to creating a website, updating the dashboard. It’s a long way from where I want it to be. Play around with it – tonnes of bugs, i.e. companies page doesn’t work yet. Data is static, etc etc. But this […]
Read More →FTSE Rebal on Dec 19th=> FTSE SET Large Cap:Addition: THAIDeletion: AWC => FTSE SET Mid-Cap:Addition: AWC, SCC.Deletion: PTL, PSL, PSH, SNNP, STECON, TQM => FTSE SET Sharish IndexAddition: BLC, BBIK, CKP, INETREIT, NEX, KISS, SCC, STPI, TSTH, UVAN.Deletion: AOT, BJCHI, MC, PSH, PLUS, SAMART, SAT, SPALI, TIPCO
Read More →TKN now belongs on your POS list. or perhaps we should just call this “Owners so stupid they run into glass doors” list Here’s a summary from a broker/news. The SEC has imposed civil penalties on Mr. Itthipat Peeradechapan, CEO and major shareholder ofTaokaenoi Food & Marketing (TKN), and four associates for insider trading between […]
Read More →Wars are ridiculous…10 idiots vs 10 idiots creating issues for millions. Children die, no one cares. Just get the UFC to organise a Marquis fight between Thaksin and Hun Sen to settle this. Or just Blame the French: The border dispute between Thailand and Cambodia, particularly around areas like the Preah Vihear Temple, stems from […]
Read More →Driving Digital Transformation: BE8’s Journey to Industry Leadership CEO Apisek Tewinpagti shares how BE8 became Thailand’s digital transformation leader through innovation, strategic growth, and a customer-centric approach. Since its founding, Beryl 8 Plus Public Company Limited (BE8) has grown from a niche CRM provider into a powerhouse in digital transformation. Under the leadership of CEO […]
Read More →In an exclusive interview, TQM Alpha’s leadership outlines the company’s transformation, investment strategy, and vision for the future as it expands its reach and diversifies its portfolio in the Thai insurance market. Founded over 71 years ago, TQM Alpha has grown from a small family-run business in Bangkok’s Chinatown to Thailand’s leading insurance broker. The […]
Read More →In the past two years there’s been quite the flurry of activity in the software space. I’m a computer nerd, I remember building a computer with a 486 dx2 66 Mhz processor with 4 mb of ram. And when I realised that I could overclock the CPU, I nerded out hard – (note it eventually […]
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