Earnings season is over….far better than the market expected, this past 12-18 months has been interesting…we’re seeing upgrades in 2H of both 2025-2026 as houses have underestimated the earnings, this is the opposite from 2015-2024 where one only saw downgrades in the 2H of each calendar year. Now someone clever asked me…as ING is exiting […]
Read More →Grok Weekly Thailand Briefing: Politics, Country/Economy & Corporate News Period covered: ~11–21 August 2026 (recent high-impact stories prioritized; sources include Bangkok Post, The Nation, Thai Examiner, Reuters/Bloomberg summaries, SET data, and parallel English/Thai X monitoring). Political News 1. PM Anutin Charnvirakul’s Australia/New Zealand visit — Official trip strengthens bilateral ties (trade, investment, transnational crime, defence, […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited operates and manages Thailand’s major international and domestic airports, including Suvarnabhumi, Don Mueang, Phuket, Chiang Mai and others, generating revenue from aeronautical and non-aeronautical services. Market Cap (THB): 953.57B Market Cap (USD): ~$29.07B (at ~THB 32.80/USD) Current Price: THB 66.75 (as of 20 August 2026 […]
Read More →BGRIM.BK — B.Grimm Power PCL Holding company focused on the development, financing, construction and operation of power plants (electricity and steam) in Thailand and internationally, with an emphasis on industrial users and greenfield projects. Market Cap (THB) 49.01 billion Market Cap (USD) 1.49 billion Current Price 18.80 THB 52-Week Range 10.30 – 20.30 THB P/E […]
Read More →📊 AMATA Company Background Amata Corporation Public Company Limited engages in industrial estate development in Thailand and internationally. The company develops and operates industrial estates, constructs factories for rent, produces and distributes water and electricity, and provides related utility and commercial services, including smart city and mixed-use projects. Market Cap (THB): 37.09B Market Cap (USD): […]
Read More →CRC.BK — Central Retail Corporation Thailand’s leading multi-format retailer operating department stores, supermarkets, hardline and specialty retail under the Central Group banner, with operations in Thailand, Vietnam and Italy. Market Cap (THB) 176.41 B Market Cap (USD) $5.33 B Current Price 29.25 THB 52-Week Range 16.50 – 29.25 P/E (TTM) 20.2x P/BV 2.66x Dividend Yield […]
Read More →BCH.BK – Bangkok Chain Hospital PCL Operates a network of private hospitals and clinics (World Medical, Kasemrad, Karunvej groups) providing primary to tertiary care, including cardiac and diagnostic services across Bangkok, upcountry Thailand and Laos. Market Cap (THB) 27.43 billion Market Cap (USD) 829 million Current Price 11.00 THB 52-Week Range 9.10 – 14.50 THB […]
Read More →Oh, is that the property sector actually catching a bid? Is that the consumer sector bouncing along the bottom? Ok ok I’m reaching on the latter, but not on propcon…despite all the -ve news shown in the press about demand and companies going under, the market’s reach an equilibrium of sorts, there’s only a few […]
Read More →Buy(s) THB 648 mn Sell(s) THB 662 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok **Weekly Thailand Briefing (approx. 4–14 August 2026)** Focus: High-impact political, country/economic, and corporate developments from the past 7–10 days, drawn from Bangkok Post, Thai Examiner, SET data, Reuters/SCMP-style coverage, Thai-language sources, and parallel English/Thai X monitoring. At least 20 items are categorized below. Implications noted where relevant. ### Political News – **Anutin Charnvirakul (Bhumjaithai) […]
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