Management Trades 09/02 – 13/02
Notable Transactions Buy(s) THB 100 mn Sell(s) THB 8 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Tag: notebooklm
Stocks in the news (delta, jmart, planb, spvi) 13.02.26
📊 DELTA Company Background Delta Electronics (Thailand) Public Company Limited designs, manufactures, and distributes power electronics, automation, and infrastructure products, focusing on power supplies, industrial automation solutions, and electronic components for automotive, telecommunications, and data center applications, with Thailand as its key production base and exports to global markets. Market Cap (THB): 2,744.2B Market Cap […]
Read More →Stocks in the news (aav, amata, bch, itel, thcom) 12.02.26
📊 AAV Company Background Asia Aviation Public Company Limited is the major shareholder and holding company of Thai AirAsia, operating low-cost airline services focused on domestic and international short-haul routes from Thailand, with revenues primarily from passenger fares and ancillary services. Market Cap (THB): 14.78B Market Cap (USD): ~\$0.5B (at ~THB 31/USD) Current Price: THB […]
Read More →Stocks in the news (advanc, scc, tnp) 11.02.26
📊 ADVANC Company Background Advanced Info Service Public Company Limited is Thailand’s largest telecommunications operator, providing nationwide mobile network services, fixed broadband, and a range of digital services that support both consumer and enterprise connectivity. Market Cap (THB): ~1,163B (using SET price 391.00 THB and shares outstanding from factsheet) Market Cap (USD): ~US$37.5B (at ~THB […]
Read More →Stocks in the news (pttgc, pttep, stecon, wha) 10.02.26
📊 PTTGC Company Background PTT Global Chemical Public Company Limited is a leading integrated petrochemical and chemical manufacturer under the PTT Group, producing olefins, aromatics, performance chemicals, and related downstream products serving packaging, automotive, construction, and consumer industries in Thailand and international markets. Market Cap (THB): 213.0B Market Cap (USD): ~$6.9B (at ~THB 31/USD) Current […]
Read More →Market Update 08/02
Oh Thailand, how your choice of government never fails to disappoint me…but markets love the control of 1 dominant party as it implies 1) Stability 2) Policies that should last more than 12 months. Anyways – look at my darling resources & industrials, even propcon has a double bottom. If this has helped you, please […]
Read More →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 →WHTW Top xxx: 02/02 – 06/02
Grok Weekly Thai News Digest: Political, Country, and Corporate Updates This digest compiles recent developments in Thailand’s political landscape, general country news, and corporate/business sectors, drawn from web searches and X ecosystem analysis. Focused on the week leading up to the February 8 snap election, it includes at least 20 key items. Insights from X […]
Read More →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 →Random Thoughts: AI
In the past two years there’s been quite the flurry of activity in the software space. I’m a computer nerd, I remember building a computer with a 486 dx2 66 Mhz processor with 4 mb of ram. And when I realised that I could overclock the CPU, I nerded out hard – (note it eventually […]
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