Management Trades 24/08 – 28/08
Notable Transactions Buy(s) THB 396 mn Sell(s) THB 16 mn
Read More →Tag: vietnam
Stocks in the news (BAFS, BTS, CPAXT, DPAINT, FLE, GFPT, UAC) 31.08.26
Company news 📊 BAFS Company Background Bangkok Aviation Fuel Services PCL provides aviation-fuel storage, hydrant-network and into-plane refuelling at Suvarnabhumi and Don Mueang, plus fuel-pipeline transport and hydrant-dispenser assembly/maintenance. Smaller utilities, power and business-solution units sit alongside the core airport-fuel franchise, which is leveraged to passenger volumes and jet-fuel throughput. Market Cap (THB): 6.82B Market […]
Read More →Market Update 31/08
And so it’s the quiet time and no one knows what to buy any more. The liquidity wall from TTB, ADVANC, THAI and TRUE have the locals dumping their winners. Now El Nino is (finally) in the news…commodities yum yum. Iran isn’t finished…neither is Ukraine, (un)amusing times.
Read More →WHTW Top 10: 24/08 – 28/08
Grok Weekly Thai News Briefing Period covered: Approx. 18–28 August 2026 (last 7–10 days) Sources prioritize Bangkok Post, The Nation, Reuters, Nikkei Asia, Thai Examiner, SET, Bank of Thailand, and related reputable outlets. Parallel English and Thai-language monitoring (web + X) was used for politics, economy, and markets. Political News 1. Senate collusion allegations intensify […]
Read More →Stocks in the news (AAI, AAV, AOT, COM7, ETL, PTTEP, TEKA, THAI) 28.08.26
Company news 📊 AAI Company Background Asian Alliance International PCL is an OEM manufacturer and distributor of wet and dry pet food plus shelf-stable human seafood products (tuna, salmon, tilapia and similar), exporting from Samut Sakhon to the U.S., UK, Japan, the Middle East and Europe under house and customer brands. Market Cap (THB): 8.42B […]
Read More →Stocks in the news (BWG, FLOYD, GULF, ICN, PCC, SUSCO) 27.08.26
Company news 📊 BWG Company Background Better World Green PCL provides integrated industrial-waste treatment and disposal in Thailand — secure landfill, incineration, wastewater and related collection/transport services for factories and industrial estates. Earnings are volume- and utilisation-driven; the equity trades at a low single-digit TTM P/E after the 2025 profit recovery. Market Cap (THB): 1.53B […]
Read More →Stocks in the news (BIZ, BTG, FLE, KUN, NER, PHAT, SCC, SEAFCO, SENA) 26.08.26
Company news 📊 BIZ Company Background Business Alignment PCL distributes and installs radiotherapy systems and related cancer-treatment equipment from global OEMs, and provides maintenance services. It also operates a small hospital/clinic line. Customers are Thai public and private hospitals; earnings are lumpy around large linac deliveries but cash conversion and a high indicated dividend have […]
Read More →Stocks in the news (FLE, KTC, SUPER) 25.08.26
Company news 📊 FLE Company Background Frontline Engineering PCL is a water-systems specialist supplying pumps, valves, pipes, Bailey bridges, dredgers and related equipment, plus installation, pump-rental and irrigation/water-transfer project work. Customers are mainly Thai government agencies (Royal Irrigation Department, groundwater and provincial waterworks). As of 24 August 2026 the stock was still in IPO subscription […]
Read More →Stocks in the news (ptt, thai) 24.08.26
📊 PTT Company Background PTT Public Company Limited is Thailand’s national integrated energy company. It operates across the entire oil & gas value chain including upstream exploration & production, natural gas transmission and distribution, refining, petrochemicals, and retail marketing, and holds major stakes in key affiliates such as PTTEP, PTTGC and TOP. Market Cap (THB): […]
Read More →Market Update 24/08
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 […]
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