Management Trades 25/05 – 29/05
Notable Transactions Buy(s) THB 273 mn Sell(s) THB 97 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Tag: aseanpulse
WHTW Top 10: 25/05 – 29/05
Some random thoughts Grok Weekly Thai News Briefing (covering ~May 19–29, 2026) This briefing summarizes high-impact recent developments in Thai politics, national/economic trends, and corporate activity, drawing from reputable sources like Reuters, Bangkok Post, SET data, and others. It incorporates local sentiment via X searches. Political News – Stable Bhumjaithai-led government under PM Anutin Charnvirakul: […]
Read More →Stocks in the news (bcpg, chg, cpn, crc, epg, inset, gunkul, scb) 29.05.26
📊 BCPG Company Background BCPG Public Company Limited develops and operates renewable energy projects, including solar, wind, and hydro power plants in Thailand and international markets. Market Cap (THB): 20.52B Market Cap (USD): ~$0.63B (at ~THB 32.60/USD) Current Price: THB 6.85 (as of 28 May 2026 close) 52-Week Range: THB 5.25-9.60 P/E Ratio: 14.3 (TTM) […]
Read More →Stocks in the news (cpall, malee, mono, noble, siri, scb, scc, spali) 28.05.26
📊 CPALL.BK Company Background Operates 7-Eleven convenience stores and other retail in Thailand. Market Cap (THB): 407.7B Market Cap (USD): ~$12.5B (at ~THB 32.60/USD) Current Price: THB 46.00 (as of 27 May 2026 close) 52-Week Range: THB 40.50-54.50 P/E Ratio: 14.0 (TTM) P/BV: 2.8x Dividend Yield: 3.6% (latest indicated) Avg Daily Value: THB 1,500M-1,800M YTD […]
Read More →Stocks in the news (bay, bem, ccet, ea, fte, itc, xo) 26.05.26
📊 BAY.BK Company Background Bank of Ayudhya Public Company Limited, together with its subsidiaries, provides commercial banking products and services to individuals, corporates, small and medium-sized businesses, and financial institutions. The company operates through Retail, Commercial, and Others segments. Market Cap (THB): 215B Market Cap (USD): ~$6.6B (at ~THB 32.60/USD) Current Price: THB 29.25 (as […]
Read More →Management Trades 18/05 – 22/05
Notable Trasactions Buy(s) THB 522 mn Sell(s) THB 342 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Market Update 25/05
And we’re off to the races, 1Q better than expected. Another domestic stimulus package announced Iran, still see-sawing, I’m just assigning the same pattern as covid reopenings to this “2 more weeks to stop the war” But have markets peaked short term? Some changes in MSCI end of this month More FDI coming into Thailand. […]
Read More →WHTW Top 10: 19/05 – 22/05
Grok Weekly Thai News Briefing (May 12–22, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources like Reuters, Bangkok Post, Thai PBS, SET data, and social media sentiment. Thailand operates under the Bhumjaithai Party-led coalition government with Prime Minister Anutin Charnvirakul (re-elected earlier in 2026 following the February general […]
Read More →Stocks in the news (top) 22.05.26
📊 TOP.BK Company Background Thai Oil Public Company Limited is Thailand’s largest oil refinery and a leading integrated energy company in the Asia-Pacific region. It engages in oil refining and distribution, petrochemicals manufacturing, lube base oil production, power generation, solvent and ethanol businesses, and other supporting energy operations both domestically and internationally. Market Cap (THB): […]
Read More →Stocks in the news (bts, kgen, bjc, ecf, htech, mtc, thai) 20.05.26
📊 BTS.BK Company Background BTS Group Holdings Public Company Limited operates the BTS Skytrain mass transit system and related real estate, marketing, and services businesses in Thailand. Market Cap (THB): 32.83B Market Cap (USD): ~$1.01B (at ~THB 32.40/USD) Current Price: THB 2.04 (as of 19 May 2026 close) 52-Week Range: THB 1.98-4.64 P/E Ratio: 12.5 […]
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