2Q26 earnings season is coming…banks are releasing now…what could one expect? Better than expected NIMs? Higher divvy payouts? Share buybacks? Let’s see…. Amusingly markets that are heavy banks, energy and telco are the ones doing well…bodes well for the region, and the s. americas etc etc. Tech heavy ones may finally continue to see that […]
Read More →Notable Transactions Buy(s) THB 19 mn Sell(s) THB 1 bn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Grok Weekly Thai News Briefing (approx. July 8–17, 2026) This briefing covers key developments from the past ~7–10 days, drawing from reputable sources like Bangkok Post, Reuters, Nation Thailand, Thai PBS, and market data. It prioritizes high-impact stories in politics, economy/country developments, and corporate/news. Political News – Constitutional Court Upholds B400 Billion Emergency Borrowing Decree […]
Read More →AOT.BK – Airports of Thailand PCL Operates six major airports in Thailand including Suvarnabhumi, Don Mueang, Phuket, Chiang Mai, Hat Yai and Chiang Rai. Also involved in hotel, ground services and commercial activities at airports. Market Cap (THB) 914.3 B Market Cap (USD) 27.29 B Current Price 64.00 THB 52-Week Range 35.00 – 65.00 P/E […]
Read More →ADVANC.BK — Advanced Info Service Thailand’s largest mobile operator (AIS) providing voice, data, broadband & digital services to >45 million subscribers. Current Price 378.00 THB Market Cap (THB) 1,124 Billion Market Cap (USD) 33,552 Million USD 52-Week Range 285.00 – 410.00 THB P/E (TTM) 22.13 P/BV 9.43 Dividend Yield (TTM) 4.40% Est. Avg Daily Turnover […]
Read More →BGRIM.BK B.Grimm Power Public Company Limited Leading independent power producer (IPP) in Thailand operating gas-fired and renewable power plants, supplying electricity to the national grid with a growing clean energy portfolio. Market Cap (THB) 50.57B Market Cap (USD) 1,509.7M Current Price 19.40 THB 52-Week Range 10.30 – 19.80 THB P/E (TTM) 60.62 P/BV 1.43 Dividend […]
Read More →AWC.BK – Asset World Corp Public Company Limited Asset World Corp is a leading owner, operator, and developer of integrated lifestyle real estate assets in Thailand, focusing on hotels, retail, and commercial properties. Market Cap (THB) 82.63B Market Cap (USD) 2.47B Current Price 2.58 THB 52-Week Range 1.86 – 2.80 THB P/E (TTM) 12.91 P/BV […]
Read More →ASW.BK Assetwise Public Company Limited Property developer focused on condominiums and horizontal residential projects (single houses, townhomes, home offices) across Thailand. Also invests in digital assets, health & beauty, and entertainment businesses. Market Cap (THB) 6.66B Market Cap (USD) 199.9M Current Price 7.40 THB 52-Week Range 4.90 – 8.20 THB P/E (TTM) 5.97 P/BV 0.73 […]
Read More →Another day another dollar. Can you imagine what happens to KBANK’s performance should GULF’s management team pulls an AIS on it?
Read More →Notable transactions Buy(s) THB 62 mn Sell(s) THB 18mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
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