Oh, is that the property sector actually catching a bid? Is that the consumer sector bouncing along the bottom? Ok ok Iām reaching on the latter, but not on propcon…despite all the -ve news shown in the press about demand and companies going under, the market’s reach an equilibrium of sorts, there’s only a few […]
Read More →Buy(s) THB 648 mn Sell(s) THB 662 mn If this has helped you, please consider donating and buy me a Somtum Waffle šš§
Read More →Grok **Weekly Thailand Briefing (approx. 4ā14 August 2026)** Focus: High-impact political, country/economic, and corporate developments from the past 7ā10 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 ā 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 ā 68.50 P/E […]
Read More →PTT Public Company Limited (PTT.BK) Thailandās 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 ā 40.00 THB P/E (TTM) 12.19x P/BV 0.93x Dividend Yield […]
Read More →KSL.BK ā 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 ā 1.81 P/E (TTM) N/A P/BV 0.33 […]
Read More →BCP.BK ā 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 ā 46.00 P/E (TTM) ~6.0x (fwd) P/BV ~0.87x Dividend Yield ~2.8ā3.2% 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 šš§
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 šš§
Read More →Bonus 2 Grok Weekly Thai Political, Country/Economic & Corporate News Briefing Period covered: Approx. 28 July ā 7 August 2026 (last 7ā10 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 […]
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