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) […]
Read More →GULF.BK — Gulf Development Public Company Limited Leading independent power producer and infrastructure developer in Thailand with core businesses in power generation (gas, renewables), utilities, and digital/satellite services. Significant associate stakes in ADVANC and KBANK. Market Cap (THB) 971.1 billion Market Cap (USD) 29.25 billion Current Price 65.00 THB 52-Week Range 39.75 – 68.50 P/E […]
Read More →PTT Public Company Limited (PTT.BK) Thailand’s leading integrated energy company engaged in petroleum exploration & production, refining, oil marketing, petrochemicals, and related downstream businesses across Asia and internationally. Market Cap (THB) 1.12 trillion Market Cap (USD) $33.73 billion Current Price 39.50 THB 52-Week Range 30.00 – 40.00 THB P/E (TTM) 12.19x P/BV 0.93x Dividend Yield […]
Read More →KSL.BK — Khon Kaen Sugar Industry PCL Manufacturer and distributor of sugar and molasses in Thailand, Laos and Cambodia. Also generates electricity, produces ethanol and bio-fertilizers, and has real-estate rental operations. Market Cap (THB) 7.72 B Market Cap (USD) 232.5 M Current Price 1.75 THB 52-Week Range 1.19 – 1.81 P/E (TTM) N/A P/BV 0.33 […]
Read More →BCP.BK — Bangchak Corporation Integrated energy company engaged in oil refining & marketing, biofuels, green power and natural resources businesses in Thailand and regionally. Market Cap (THB) 66.57 bn Market Cap (USD) 2.00 bn Current Price 45.50 THB 52-Week Range 24.20 – 46.00 P/E (TTM) ~6.0x (fwd) P/BV ~0.87x Dividend Yield ~2.8–3.2% Avg Daily Value […]
Read More →Just look at the yield’s available….then again with the US offering ~4-5% p.a. why bother with the SET? Or are payouts just going to increase going forward? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →*still nada – quiet period…let’s see what happens in the coming 2 weeks as earnings are coming out pretty darn good across the board. Notable Transactions Buy(s) Sell(s) If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Bonus 2 Grok Weekly Thai Political, Country/Economic & Corporate News Briefing Period covered: Approx. 28 July – 7 August 2026 (last 7–10 days) This briefing draws from reputable sources including Bangkok Post, The Nation, Reuters, Thai PBS/Nation Thailand, Bank of Thailand, SET data, and related coverage. Parallel English and Thai-language X (Twitter) monitoring was conducted […]
Read More →BGRIM.BK – B.Grimm Power Public Company Limited Develops, finances, constructs and operates green-field power plants (mainly gas-fired and renewable) in Thailand and internationally. Supplies electricity to industrial users and the government sector. Market Cap (THB) 48.49 B Market Cap (USD) 1,460 M Current Price 18.50 THB 52-Week Range 10.30 – 20.30 P/E (TTM) 58.3 P/BV […]
Read More →A random chat in the group has led to this little 10 minute session on perplexity. After seeing imports continually increase, I’ve been simply working on the hypothesis that it’ll led to future export growth in the coming 12-24 months. Seems likely. Let’s see. What’s interesting from the below is that growth in agri products, […]
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