It’s been on my mind that global equity markets would get weaker, the korean degens are finally getting margin calls…let’s see, spacex ipo = a lot of liquidity being sucked out…plus Thailand’s been on a great run, fun times ahead. Specific for Thailand..what else can the government push out now…been a great newsflow period, I’m […]
Read More →A shortened week so a quiet period. Notable Transactions Buy(s) THB 16 mn Sell(s) THB 5 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Thai Weekly News Briefing (as of ~June 5, 2026) Country & Economic News Thailand’s economy shows mixed signals with resilient markets but underlying vulnerabilities (slow growth, inflation risks, external shocks). Implications: Positive market momentum and tourism aid recovery, but structural issues (debt, inequality, external shocks) limit upside; 2026 forecasts remain cautious (~2–3% growth). Corporate […]
Read More →📊 ADVANC Company Background Advanced Info Service Public Company Limited is Thailand’s leading telecommunications provider, offering mobile voice and data services (including 5G), broadband internet, digital platforms, IT solutions, and enterprise connectivity services across the country. Market Cap (THB): 1,071,000M Market Cap (USD): ~$32.85B (at ~THB 32.60/USD) Current Price: THB 360.00 (as of 04 June […]
Read More →📊 BCH.BK Company Background Bangkok Chain Hospital Public Company Limited (BCH) is one of Thailand’s leading private hospital operators, managing a network of hospitals and polyclinics primarily in Bangkok and upcountry regions. It provides a full range of medical services from primary care to advanced tertiary treatments, serving general patients, international clients, and beneficiaries of […]
Read More →📊 88TH.BK — 88(Thailand) Public Company Limited 88(Thailand) Public Company Limited manufactures and distributes cosmetics and dietary supplements under popular brands including Ver.88, Lyo, and Hone, serving the growing Thai consumer wellness market. Market Cap (THB): THB 1.15B Market Cap (USD): ~$35.3M (at ~THB 32.60/USD) Current Price: THB 4.50 (as of 29 May 2026 close) […]
Read More →The best performing market in ASEAN Note: The PE/div are as of 05/06 If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Notable Transactions Buy(s) THB 273 mn Sell(s) THB 97 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Some random thoughts Grok Weekly Thai News Briefing (covering ~May 19–29, 2026) This briefing summarizes high-impact recent developments in Thai politics, national/economic trends, and corporate activity, drawing from reputable sources like Reuters, Bangkok Post, SET data, and others. It incorporates local sentiment via X searches. Political News – Stable Bhumjaithai-led government under PM Anutin Charnvirakul: […]
Read More →📊 BCPG Company Background BCPG Public Company Limited develops and operates renewable energy projects, including solar, wind, and hydro power plants in Thailand and international markets. Market Cap (THB): 20.52B Market Cap (USD): ~$0.63B (at ~THB 32.60/USD) Current Price: THB 6.85 (as of 28 May 2026 close) 52-Week Range: THB 5.25-9.60 P/E Ratio: 14.3 (TTM) […]
Read More →