Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (PTTGC, PTTEP, STECON, WHA) 10.02.26

đź“Š PTTGC Company Background PTT Global Chemical Public Company Limited (PTTGC) is Thailand’s largest integrated petrochemical and refining company, combining upstream olefins and aromatics with refinery operations and expanding into bio-based and performance chemicals to serve industrial customers domestically and internationally. Market Cap (THB): ~110.0B (approximate, large-cap range as of early 2026) Market Cap (USD): […]

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Stocks in the news (ckp, com7, ditto, netbay, fpt, ggc, gulf, jas, pttep) 09.02.26 

đź“Š CKP Company Background CK Power Public Company Limited operates as a holding company investing in power generation assets, primarily hydropower and gas-fired power plants, with a focus on supplying electricity to the Thai power grid and neighboring countries through long-term power purchase agreements. Market Cap (THB): 18.37B (approximate, early 2026) Market Cap (USD): ~$0.59B […]

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Management Trades 02/02 – 06/02

Notable Transactions Buy(s) THB 0.7 mn Sell(s) THB 1.6 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

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Random thoughts on AI impact

Note: I’m brain dumping this on an airplane. It is, as usual, poorly organised and not thought through. Simply imagine a fat man typing on a cramped economy seat with coffee spilt all over my wife-beater typing away on a 1990s thinkpad. With that image in mind, the rambling below shall surpass your expectations. Note: […]

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Stocks in the news (advice, bgrim, kbank, sa, snnp, top) 06.02.26

ADVICE TB: The company expects a strong uplift from the upcoming MacBook Pro launch, projecting ~20% revenue growth in 2026 y/y, driven by an expanding customer base and new product introductions. Comment: I’m still impressed by this company continuing to grow throughout the country. đź“Š ADVICE Company Background Advice IT Infinite Public Company Limited (ADVICE) […]

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Stocks in the news (advanc, icn, inet, thai, true) 05.02.26

ADVANC: Share price strength at ATH levels may be tested by clarity around dividend roadmap and CAPEX financing. Multiple rating downgrades were seen late yesterday and into this morning. Comment: What’s the confusion? GULF wants ADVANC to continue leveraging up to pay out great cash divvy’s. Telenor did it with DTAC – there’s nothing complicated […]

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Stocks in the news (gulf, advanc, bjc, egco, seafco, siri) 04.02.26

đź“Š GULF Company Background Gulf Energy Development Public Company Limited is a leading Thai energy and infrastructure holding company that invests in power generation, infrastructure and utilities, and digital businesses, with a diversified portfolio of conventional and renewable power assets and large-scale infrastructure projects in Thailand and selected international markets. Market Cap (THB): ~580.00B (approximate […]

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Stocks in the news (aot, banpu, bgrim, gpsc, cbg, civil, gulf, kce, ntf, ske, thai) 03.02.26

AOT expects passenger traffic to rise 6% this year to 135mn, supported by growth in charter flights and a planned increase in passenger service charges. The company plans to propose a THB 12bn East Expansion project at Suvarnabhumi Airport to the Cabinet, which would lift annual capacity to 70mn passengers from 65mn. Comment: La la […]

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Stocks in the news (bts, kbank, samart) 02.02.26

BTS BTS Group – “Baan Chao Thai”: Affordable housing initiative to expand nationwide, shifting from Bangkok condos to provincial detached homes. Zero down-payment model targets renters paying THB5–8k/month, with financing support from the Government Housing Bank. Comment: Well…I guess it’s no longer an infra company. “oh but this doesn’t change our model” yeah…the last time […]

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Stocks in the news (banpu, bgrim, centel, or, spali, thai, uniq) 30.01.26

BANPU’s board approved an amalgamation with BPP, with a new company to assume all assets, liabilities and obligations of both entities. The board also approved a registered capital increase via private placement, including shares issued to the CEO. Comment: Yummy CEO shares….c’mon hedgies & pe boys, we can raid this company, it’s mismanaged as hell. […]

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