Tag: Thai equities

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Stocks in the news (BH, CENTEL, DITTO, GUNKUL, KBANK, GULF, BGRIM, PSL, PTT, SUPER, TTB, TWZ) 08.09.26

Company news đź“Š BH.BK Company Background Bumrungrad Hospital PCL is Thailand’s flagship private tertiary hospital, serving a large international and Middle-Eastern outpatient and inpatient base from its Bangkok campus plus related clinic and insurance adjacencies. Earnings are high-margin hospital cash flow with a fortress balance sheet; the name trades at a premium P/BV versus SET […]

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Stocks in the news (gulf, thcom, ktb, thai) 07.09.26

Company news đź“Š GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]

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Management Trades 31/08 – 04/09

Notable Transactions Buy(s) THB 839 mn GULF – Uncle S keeps buying “No local lawsuit is going to stop me controlling every industry GULF is in” Sell(s) THB 71 mn SIMAT – Vice Chairman dumps to? IROYAL – Chairman dumps this…odd … decent divv

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Market Update 07/09

It’s September, where’s my -10% drop? Please give this Somtum Waffle a tip 🙏🧇 Leave a tip

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WHTW Top 10: 31/08 – 04/09

Thailand shortens visa-free stay to 30 days from 15 September — Thailand will reduce visa-free stays for tourists from dozens of countries and territories from 60 to 30 days, effective 15 September, including Singapore. The measure is relevant to tourism demand and length-of-stay trends, although the ultimate earnings impact will depend on visitor behavior and […]

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Stocks in the news (advanc, gulf, mmm, sjwd) 04.09.26

Company news đź“Š 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 are driven by mobile ARPU and broadband net-adds, with a high payout and a premium P/BV […]

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Stocks in the news (GULF, TQM) 03.09.26

Company news đź“Š GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]

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Stocks in the news (bgrim, cpf, gpsc, groreit, gulf, scb, ssp, top) 02.09.26

Company news đź“Š BGRIM.BK Company Background B.Grimm Power PCL is a Thai independent power producer supplying electricity and steam from gas-fired SPP/IPP plants and a growing renewable book (solar, wind and hydro) in Thailand and overseas. Cash flow is driven by contracted capacity payments, industrial steam and Ft/gas spreads; the share has rerated in 2026 […]

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Stocks in the news (CK, FLE, KBANK, GUNKUL, PTTEP, RATCH, SAMART, SINO, SRICHA, SSP, THCOM) 01.09.26

Company news đź“Š CK Company Background CH. Karnchang PCL is a Thai contractor and infrastructure investor, building mass-transit systems, airports, roads and expressways, energy and water projects, harbours and buildings in Thailand and Laos, and holding stakes in related concession and infrastructure companies. Earnings are lumpy around project milestones and the listed vehicle trades as […]

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Management Trades 24/08 – 28/08

Notable Transactions Buy(s) THB 396 mn Sell(s) THB 16 mn

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