Bull: Elections & Divvy season + the potential of a government that lasts more than a year + has policies & execution better than the military donkeys. And the market is CHEAPP excl DELTA & GULF. Divvy’s below THB 20 bn market cap are 5%+ for the co’s that are paying. Bear: It’s still amazing […]
Read More →Notable Transactions Buy(s) THB 9 mn Sell(s) THB 193 mn If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →My Top 10 (see below for Groks) Grok I’ve set up a weekly Task on Grok. It’s fantastic… Weekly Thai News Roundup: Political, Country, and Corporate Updates This Grok Task aggregates recent developments in Thailand’s political landscape, general country news, and corporate sector. Drawing from web searches, expert X posts, and detailed summaries of key […]
Read More →📊 BA Company Overview Bangkok Airways is a Thailand-based regional airline founded in 1968, operating scheduled flight services across Thailand and to international destinations including Cambodia, Hong Kong, Laos, Maldives, and Singapore. The company operates its own airports including Samui Airport, Sukhothai Airport, and Trat Airport. Key Metrics: Market Cap: THB 32.13B, P/E: 8.84, Dividend […]
Read More →📊 KTB Company Overview Krung Thai Bank Public Company Limited is Thailand’s largest state-owned regional bank, founded in 1966 and headquartered in Bangkok. The bank operates through three main segments—Retail Banking, Wholesale Banking, and Treasury and Investment—providing comprehensive commercial banking services including deposits, loans, credit cards, investment products, cash management, and digital banking solutions to […]
Read More →📊 KBANK Company Overview Kasikornbank Public Company Limited is one of Thailand’s largest commercial banks, founded in 1945 and headquartered in Bangkok, offering comprehensive financial services across personal, SME, and corporate banking segments. The bank operates an extensive network of 839 branches domestically and maintains an international presence across nine countries in Southeast Asia and […]
Read More →📊 AAV Overview Company: Asia Aviation Public Company Limited Business: Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok that commenced operations in 2004. Market Cap: THB 15.93B P/E Ratio: 15.50 Dividend Yield: — View full analysis on Perplexity Finance AAV: Tender outcome could be announced this […]
Read More →📊 AAV Company Overview Asia Aviation Public Company Limited (AAV) is a Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok. The company operates through two main segments: Scheduled Flight Operations and Charter Flight Operations, serving 17 countries with 91 routes from operational hubs in Don Mueang, […]
Read More →Is it pre-election rally time? Look at the yummy div yields on offer in Thailand. Cheapest sector on the SET is the industrials, that’s your friends in PTT & IVL and look at that YTD performance. Wouldn’t be surprised to see this continue leading up to divvy season.
Read More →Notable Transactions Buy(s) THB 332 mn Sell(s) THB 9 mn If this has helped you, please consider donating and buy me a Somtum Waffle
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