These Bangkok floods are far worse than most expected, perhaps 20% of the people I know have had their homes flooded, but it isn’t nationwide, thus nowhere the damage of 2011. Prayers to those affected. And as usual my brain went to ok…homepro…crc…thai watsadu…global…scc….all these players should see a demand uplift as a result of […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from […]
Read More →Company news 📊 BCP.BK Company Background Bangchak Corporation PCL is a Thai integrated refiner and marketer — Bangchak refinery and retail network, plus biofuels, power and an upstream/oil-trading book through BCPR and related platforms. Earnings swing with GRM, inventory gains and oil prices; the share has more than doubled from the December 2025 close after […]
Read More →Company news 📊 BAM.BK Company Background Bangkok Commercial Asset Management PCL is Thailand’s listed NPL/NPA manager, buying distressed loans and property from banks and resolving them through collection, restructuring and asset sales, with a developing JV-AMC book. Cash flow is lumpy and rate-sensitive; the share trades at a deep discount to book near the 52-week […]
Read More →CRC.BK — Central Retail Corporation Thailand’s leading multi-format retailer operating department stores, supermarkets, hardline and specialty retail under the Central Group banner, with operations in Thailand, Vietnam and Italy. Market Cap (THB) 176.41 B Market Cap (USD) $5.33 B Current Price 29.25 THB 52-Week Range 16.50 – 29.25 P/E (TTM) 20.2x P/BV 2.66x Dividend Yield […]
Read More →BCP.BK — Bangchak Corporation Integrated energy company engaged in oil refining & marketing, biofuels, green power and natural resources businesses in Thailand and regionally. Market Cap (THB) 66.57 bn Market Cap (USD) 2.00 bn Current Price 45.50 THB 52-Week Range 24.20 – 46.00 P/E (TTM) ~6.0x (fwd) P/BV ~0.87x Dividend Yield ~2.8–3.2% Avg Daily Value […]
Read More →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 →📊 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 →📊 CK Company Background CH. Karnchang Public Company Limited is one of Thailand’s leading general contractors, specializing in large-scale infrastructure projects including mass transit systems, expressways, and power plants. The company operates as a holding entity with strategic investments in energy and transport utilities through subsidiaries like BEM and CKP. Market Cap (THB): 26.26B Market […]
Read More →📊 ADVANC Company Background Advanced Info Service Public Company Limited is Thailand’s leading digital life service provider. The company operates core businesses in mobile telecommunications, high-speed home broadband via AIS Fibre, and digital services including cloud, IoT, and enterprise solutions, maintaining the largest subscriber base and network coverage in the country. Market Cap (THB): 1,079.64B […]
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