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 →Tag: spali
Management Trades 11/05 – 15/05
Buy(s) THB 92 mn Sell(s) THB 13 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Stocks in the news (aav, ea, ichi, itthi, spali) 27.04.26
📊 AAV Company Background Asia Aviation Public Company Limited is the holding company for Thai AirAsia, a leading low-fare airline providing passenger air transportation and ancillary services across domestic and international routes from its base in Thailand. Market Cap (THB): 14.13B Market Cap (USD): ~$0.43B (at ~THB 32.5/USD) Current Price: THB 1.10 (24 Apr 2026) […]
Read More →Stocks in the news (aot, sonic, spali, tfg) 16.04.26
📊 AOT Company Background Airports of Thailand Public Company Limited is the leader of Thailand’s airport business operator. Its main business operations are airport management, airport services, and other related businesses, managing six major international airports in Thailand including Suvarnabhumi and Don Mueang. Market Cap (THB): 771.43B Market Cap (USD): ~$23.7B (at ~THB 32.5/USD) Current […]
Read More →Stocks in the news (bam, bts, egco, kbank, mint, nex, spali, scgp, toa) 17.02.26
📊 BAM Company Background Bangkok Commercial Asset Management Public Company Limited is Thailand’s largest asset management company, specializing in managing non-performing loans (NPLs) and non-performing assets (NPAs) acquired from financial institutions to restructure debt and rehabilitate the real estate sector. Market Cap (THB): 25.53B Market Cap (USD): ~$823M (at ~THB 31/USD) Current Price: THB 7.90 […]
Read More →Stocks in the news (banpu, bgrim, centel, or, spali, thai, uniq) 30.01.26
BANPU’s board approved an amalgamation with BPP, with a new company to assume all assets, liabilities and obligations of both entities. The board also approved a registered capital increase via private placement, including shares issued to the CEO. Comment: Yummy CEO shares….c’mon hedgies & pe boys, we can raid this company, it’s mismanaged as hell. […]
Read More →Stocks in the news (centel, mbk, scgd, spali, true) 28.01.26
📊 CENTEL Company Overview Central Plaza Hotel Public Company Limited is a leading Thai hospitality operator in the Gambling, Resorts & Casinos industry. The company manages hotels and quick-service restaurants across Thailand and internationally, with recent expansions in Japan. Key Metrics: Market Cap: THB 46.58B, P/E: 27.60, Dividend Yield: 1.71% View full analysis on Perplexity […]
Read More →Stocks in the news (cpn, ktc, prm, spali) 15.12.25
CPN: Investing Bt800m in Disney–TAT year-end campaign, targeting +25–30% 4Q25 foot traffic. KTC: Targets 1–2% loan growth, 250k new cardholders in 2026; NPLs guided below 2%, margin supported by lower credit costs. Comment: What does that say about the economy if loan growth is +1-2% from this unsecured loan player… PRM: Exploring OSV expansion into Middle East to diversify earnings. […]
Read More →Stocks in the news (civil, cococo, cpn, crc, mmm, ori, osp, princ, ptt, samart, sena, spali, tkc, tks, tqm) 20.11.25
CIVIL targets 2026 revenue of THB 6.4bn with backlog of THB 12.8bn recognised through 2028. Preparing to bid for over THB 72bn in new work. 4Q25 outlook lifted by Krabi Airport and Rama 2 Expressway handovers. Comment: I’m still of the viewpoint that we are seeing all the regional airports (and bangkok) seeing improvements and […]
Read More →Stocks in the news (aot, bki, cococo, jas, onsen, pjw, siri, spali) 07.10.25
AOT said won’t cancel King Power duty free contract, preparing to adjust it as per advisor’s proposal to maintain both parties’ interests, with plan to propose a Bt200 hike in PSC to help cushion potential revenue losses from contract adjustment. Comment: It helps when the current CEO of King power is the former CEO of […]
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