Just like Russia/Ukraine, no one cares about Iran anymore. Let’s see how 1Q plays out, it’ll be better than most expect. I think I’m going to revisit my Thailand is Malaysia 2.0 with Thai spices, in the past it was for the corruption and complete mismanagement of the economy (thanks to our army and political […]
Read More →Notable Transactions Buy(s) THB 25 mn Sell(s) THB 0.07mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai Political, Country/Economic, and Corporate Briefing Period: ~April 14–24, 2026 (high-impact stories prioritized from reputable English sources like Reuters, Bangkok Post, Bloomberg; supplemented by real-time Thai-language X chatter for local sentiment). This briefing compiles over 20 distinct news items drawn from recent headlines, court developments, policy statements, economic forecasts, and corporate moves. Focus […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited operates and manages major international and domestic airports in Thailand, including key hubs such as Suvarnabhumi and Don Mueang International Airports, along with aviation services, retail, and hotel operations. Market Cap (THB): 782B Market Cap (USD): ~$24.1B (at ~THB 32.5/USD) Current Price: THB 54.50 (23 […]
Read More →📊 CENTEL Company Background Central Plaza Hotel Public Company Limited is a leading hospitality and food service operator in Thailand. The company operates a diverse portfolio of hotels under the Centara brand across Southeast Asia, the Middle East, and Japan, alongside an extensive food segment featuring major international franchises such as KFC, Mister Donut, and […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company facilitates international and domestic air travel, generating revenue through aeronautical services and commercial concessions such as duty-free and retail operations. Market Cap (THB): 782.14B Market Cap […]
Read More →📊 KGEN Company Background King Gen Public Company Limited is a Thailand-based provider of logistics and transportation services, including passenger transport, car rental, and related support services, currently focusing on expanding its utility as a distribution layer in emerging technology and gaming markets. Market Cap (THB): 2,768.18M Market Cap (USD): ~$85.1M (at ~THB 32.5/USD) Current […]
Read More →📊 ATLAS Company Background Atlas Energy Public Company Limited is a prominent energy distributor in Thailand, primarily engaged in the distribution of Liquefied Petroleum Gas (LPG) for household, automotive, and industrial use. The company operates a comprehensive supply chain including storage terminals and a logistics network to serve retail and commercial customers nationwide. Market Cap […]
Read More →By now, it’s been fairly obvious how to trade around these skirmishes/wars. Markets panic for a few weeks and then make new highs. (granted not all names) . And oh, you’re welcome fellow oil shorters 😉 Thailand, my thesis that this is going to be the best government performance since Thaksin’s first term looks like […]
Read More →It was the Songkran holidays, barely anything… Notable Transactions Buy(s) THB 2 mn Sell(s) THB 0.4 mn Ticker Price (THB) YTD % Trend (3M) Consensus Analysis EP.BK 2.68 +7.2% 📈 Hold Link IVF.BK 0.64 -22.9% 📉 Sell Link SYNTEC.BK 1.64 0.0% ➡️ Hold Link CMAN.BK 2.52 +6.8% 📈 Buy Link A5.BK 1.84 -0.5% 📉 Hold […]
Read More →