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 🙏🧇
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
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: […]
Read More →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 is […]
Read More →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 […]
Read More →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 holding company that invests in subsidiaries operating three core businesses: power generation, infrastructure and utilities, and digital infrastructure and related services in Thailand and overseas. Market Cap (THB): 817.96B Market Cap (USD): ~$26.4B (at ~THB 31/USD) Current Price: THB 56.00 (latest close, 10 […]
Read More →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 […]
Read More →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 […]
Read More →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. […]
Read More →Stocks in the news (banpu, cpaxt, gulf, itd, ptt, scc, tsth) 29.01.26
BANPU BPP flagged potential removal from TH ESG. BANPU agenda highlights group restructuring via amalgamation with BPP, potentially leading to BPP delisting and formation of a new listed entity. Comment: I just think this is ridiculous…Banpu just needs BPP to boost it’s #s….there’s zero proper rationale for this. Unless they want to re-list it separately […]
Read More →Stocks in the news (centel, mbk, scgd, spali, true) 28.01.26
đź“Š CENTEL Company Overview Central Plaza Hotel Public Company Limited is a leading Thai hospitality operator in the Gambling, Resorts & Casinos industry. The company manages hotels and quick-service restaurants across Thailand and internationally, with recent expansions in Japan. Key Metrics: Market Cap: THB 46.58B, P/E: 27.60, Dividend Yield: 1.71% View full analysis on Perplexity […]
Read More →