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, […]
Read More →INSET · Infraset Public Company Limited Constructs data centers, IT systems, and telecommunications & transportation network infrastructure in Thailand. Provides design, installation, long-term maintenance, trading of telecom/IT equipment, and application services. Market Cap (THB) 3.65 billion Market Cap (USD) 110 million Current Price 4.54 THB 52-Week Range 1.50 – 4.88 THB P/E (TTM) 51.5x P/BV […]
Read More →BAM.BK — Bangkok Commercial Asset Management PCL Thailand’s leading specialized asset management company focused on non-performing loans (NPLs) and non-performing assets (NPAs), primarily real-estate secured, with nationwide recovery and asset management operations. Market Cap (THB) 22.30 billion Market Cap (USD) 667.7 million Current Price 6.90 THB 52-Week Range 6.20 – 8.60 THB P/E (TTM) 12.3x […]
Read More →THAI.BK – Thai Airways International PCL Thailand’s national flag carrier providing domestic and international passenger and cargo air transportation services, with a growing focus on post-restructuring profitability and fleet modernisation. Market Cap (THB) 158.50 billion Market Cap (USD) 4.75 billion Current Price 5.60 THB 52-Week Range 5.25 – 19.40 P/E (TTM) 5.08 P/BV 1.79 Dividend […]
Read More →Notable Transactions Still in earnings season…let’s see after 15th August if there is any action. Buy(s) THB 0.000000000000000000000000000000000000000000000000000000001 mn Sell(s) THB 3.9mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Tourism catching a bid (see the thai teaw thai plus)? Electronics catching a flu (korean degens margin called)? Financial repression continuing as banks minting it on yield steepening (look at the 1 year versus the 10 year yields)? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing Coverage: ~21–31 July 2026 (last 7–10 days) Sources prioritized: Bangkok Post, Nation Thailand, Thai Examiner, Thaiger, Reuters/Al Jazeera/Nikkei Asia coverage, official statements, SET data, and parallel English/Thai X monitoring. Political News 1. PM Anutin’s official China visit (16–20 July): Met President Xi Jinping and Premier Li Qiang; elevated comprehensive strategic […]
Read More →AAV.BK — Asia Aviation PCL Holding company that operates Thai AirAsia, a low-cost carrier providing scheduled and charter passenger air transportation services primarily in Thailand and regional destinations. Market Cap (THB) 13.49 B Market Cap (USD) 404 M Current Price 1.05 THB 52-Week Range 0.98 – 1.43 P/E (TTM) 7.50 P/BV 0.95 Dividend Yield 0.00% […]
Read More →AAI.BK – Asian Alliance International Produces and sells wet & dry pet food and ready-to-eat human seafood products under Monchou, Hajiko and PRO brands; exports to US, UK, Japan, Europe and Middle East. Subsidiary of Asian Sea Corporation. Market Cap (THB) 8.38 B Market Cap (USD) 251.0 M Current Price 3.96 THB 52-Week Range 3.32 […]
Read More →DELTA.BK – Delta Electronics (Thailand) PCL Leading manufacturer of power electronics, switching power supplies, DC fan modules and related products serving IT, industrial automation, EV and data-centre markets. Majority-owned by Taiwan’s Delta Electronics Inc. Market Cap (THB) 3.83 Trillion Market Cap (USD) US$ 113.99 Billion Current Price 307.00 THB 52-Week Range 139.50 – 372.00 P/E […]
Read More →