📊 PTTGC Company Background PTT Global Chemical Public Company Limited (PTTGC) is Thailand’s largest integrated petrochemical and refining company, combining upstream olefins and aromatics with refinery operations and expanding into bio-based and performance chemicals to serve industrial customers domestically and internationally. Market Cap (THB): ~110.0B (approximate, large-cap range as of early 2026) Market Cap (USD): […]
Read More →📊 CKP Company Background CK Power Public Company Limited operates as a holding company investing in power generation assets, primarily hydropower and gas-fired power plants, with a focus on supplying electricity to the Thai power grid and neighboring countries through long-term power purchase agreements. Market Cap (THB): 18.37B (approximate, early 2026) Market Cap (USD): ~$0.59B […]
Read More →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 →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 →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 →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 →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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