Notable Transactions Buy(s) THB 839 mn GULF – Uncle S keeps buying “No local lawsuit is going to stop me controlling every industry GULF is in” Sell(s) THB 71 mn SIMAT – Vice Chairman dumps to? IROYAL – Chairman dumps this…odd … decent divv
Read More →It’s September, where’s my -10% drop? Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Thailand shortens visa-free stay to 30 days from 15 September — Thailand will reduce visa-free stays for tourists from dozens of countries and territories from 60 to 30 days, effective 15 September, including Singapore. The measure is relevant to tourism demand and length-of-stay trends, although the ultimate earnings impact will depend on visitor behavior and […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings are driven by mobile ARPU and broadband net-adds, with a high payout and a premium P/BV […]
Read More →Company news 📊 GULF.BK Company Background Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer […]
Read More →Company news 📊 BGRIM.BK Company Background B.Grimm Power PCL is a Thai independent power producer supplying electricity and steam from gas-fired SPP/IPP plants and a growing renewable book (solar, wind and hydro) in Thailand and overseas. Cash flow is driven by contracted capacity payments, industrial steam and Ft/gas spreads; the share has rerated in 2026 […]
Read More →Company news 📊 CK Company Background CH. Karnchang PCL is a Thai contractor and infrastructure investor, building mass-transit systems, airports, roads and expressways, energy and water projects, harbours and buildings in Thailand and Laos, and holding stakes in related concession and infrastructure companies. Earnings are lumpy around project milestones and the listed vehicle trades as […]
Read More →Notable Transactions Buy(s) THB 396 mn Sell(s) THB 16 mn
Read More →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 →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.
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