Auto/EV — Thailand’s automotive production rose 10.93% y/y to 124,646 units in August, while domestic vehicle sales increased 25.59% y/y to 59,809 units. Passenger BEV sales surged 113.29% y/y to 19,721 units, highlighting the continued shift toward electrification. FTI reiterated its full-year 2026 vehicle-production target of 1.45mn units, saying flooding has so far caused limited […]
Read More →Politics — Thailand’s Constitutional Court is due to rule on Sep 28 on whether barcodes and QR codes used in the Feb. 8 general election compromised ballot secrecy by potentially allowing ballots to be linked back to individual voters. The key market risk is the possibility that the court finds the violation sufficiently serious to […]
Read More →Company news 📊 ANAN.BK Company Background Ananda Development PCL is a Bangkok-centric condominium and mixed-use developer, historically partnered with listed Japanese names on urban high-rise and transit-adjacent projects, with a still-large inventory and transfer backlog against a leveraged balance sheet. Cash flow is lumpy and rate-sensitive; the share last printed THB 0.32, a tick above […]
Read More →FTSE Rebalance — FTSE changes take effect at today’s close. CPN moves from Large Cap to Mid Cap, while BTS, LH, SCCC and TU move from Mid Cap to Small Cap. Small Cap additions also include FTREIT and THAI, while BLAND, SPCG and TPIPP are deleted. Estimated notable passive inflows are THAI +THB2.3bn, TTB +THB1.4bn, […]
Read More →Company news 📊 AMATA.BK Company Background Amata Corporation PCL develops and operates industrial estates in Thailand and Vietnam (Amata City Chonburi, Rayong, Bien Hoa and related sites), selling prepared land to manufacturers and layering utilities, rental factories and power/water JVs on top of the estate platform. Cash flow mixes lumpy land transfers with recurring utility […]
Read More →Company news 📊 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 […]
Read More →AMATAV.BK — Amata VN Public Company Limited Industrial estate development in Vietnam View full analysis → Market Cap (THB) 2.13 billion Market Cap (USD) 65.34 million Current Price 1.99 THB 52-Week Range 1.76 – 2.60 THB P/E (TTM) 4.76 P/BV 0.40 Dividend Yield 2.56% Avg Daily Value 0.13 million THB ▲ +10.56% YTD 2026 1.80 […]
Read More →📊 AWC.BK Company Background Asset World Corp Public Company Limited invests in, develops, and manages real estate properties in Thailand, operating hotels, lifestyle destinations, community shopping malls, and commercial buildings. Market Cap (THB): 67.26B Market Cap (USD): ~$2.07B (at ~THB 32.5/USD) Current Price: THB 2.10 (as of 11 May 2026 close) 52-Week Range: THB 1.55-2.80 […]
Read More →📊 BA Company Overview Bangkok Airways is a Thailand-based regional airline founded in 1968, operating scheduled flight services across Thailand and to international destinations including Cambodia, Hong Kong, Laos, Maldives, and Singapore. The company operates its own airports including Samui Airport, Sukhothai Airport, and Trat Airport. Key Metrics: Market Cap: THB 32.13B, P/E: 8.84, Dividend […]
Read More →AOT plans to launch an aviation market promotion project aimed at stimulating flight volumes and passenger traffic, with a focus on attracting international tourists — particularly from China — to support a more sustainable tourism recovery. Comment: Chynaaaaaaaaaaaaaa, as if this will make a difference, offer some free holy durians instead to winnie the xi […]
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