From what I’ve read online since the past few weeks, Warsh = gold sub 4k, Rieder = gold 7k, and it’s turning out to be true. The double bottom in industrials has my attention. “Ohhh you use technicals” – don’t be a donkey, everyone looks at charts. If this has helped you, please consider donating […]
Read More →Notable Transactions Buy(s) THB 16 mn Sell(s) THB 11 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →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 →BANPU BPP flagged potential removal from TH ESG. BANPU agenda highlights group restructuring via amalgamation with BPP, potentially leading to BPP delisting and formation of a new listed entity. Comment: I just think this is ridiculous…Banpu just needs BPP to boost it’s #s….there’s zero proper rationale for this. Unless they want to re-list it separately […]
Read More →📊 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 →📊 AOT Company Overview Airports of Thailand Public Company Limited (AOT) is Thailand’s dominant airport operator, managing six major international airports including Suvarnabhumi, Don Mueang, Chiang Mai, Hat Yai, Phuket, and Chiang Rai. Key Metrics: Market Cap: THB 735.71B, P/E: 40.76, Dividend Yield: 1.57% View full analysis on Perplexity Finance → AOT AOT has stepped […]
Read More →📊 AH Company Overview AAPICO Hitech Public Company Limited is a leading Thai automotive parts manufacturer and distributor with operations across Thailand, China, Malaysia, and Portugal. The company focuses on OEM auto parts manufacturing, car dealerships, and IoT connectivity & mobility solutions. Its core business includes metal forming, forging and machining, casting, plastic parts and […]
Read More →Bull: Elections & Divvy season + the potential of a government that lasts more than a year + has policies & execution better than the military donkeys. And the market is CHEAPP excl DELTA & GULF. Divvy’s below THB 20 bn market cap are 5%+ for the co’s that are paying. Bear: It’s still amazing […]
Read More →Notable Transactions Buy(s) THB 9 mn Sell(s) THB 193 mn If this has helped you, please consider donating and buy me a Somtum Waffle
Read More →My Top 10 (see below for Groks) Grok I’ve set up a weekly Task on Grok. It’s fantastic… Weekly Thai News Roundup: Political, Country, and Corporate Updates This Grok Task aggregates recent developments in Thailand’s political landscape, general country news, and corporate sector. Drawing from web searches, expert X posts, and detailed summaries of key […]
Read More →