Looking around the region, Indonesia seems to have $hit the bed yet again, because the MSCI overlords don’t like stock manipulation (but this seems to be fine with new AI listings in the US), why would this matter for Thailand? Regional insti’s will have to dump Indo. They’ll look around the region and say Vietnam […]
Read More →Short week, only 8 interesting news items. Econ: The IMF warned that Thailand’s long-term growth faces challenges from high household debt, an ageing population, and climate risks. To sustain growth, the IMF recommends strengthening economic institutions and policy frameworks, continuing investment in human capital, maintaining openness to global markets, and adopting emerging technologies such as […]
Read More →Company news 📊 DELTA.BK Company Background Delta Electronics (Thailand) Public Company Limited designs, manufactures, and distributes electronic products focused on power management solutions, power supplies, DC fans, EMI filters, solenoids, and related components serving industrial, mobility (including EV powertrains), infrastructure, and automation applications. Operations span Asia, Europe, and the Americas. The share closed at THB […]
Read More →Company news 📊 AP.BK Company Background AP (Thailand) Public Company Limited is a leading Thai property developer focused on low-rise (single houses, townhouses) and high-rise (condominiums) residential projects, plus related services. The share closed at THB 8.00 on 12 October 2026 (unchanged from the prior 8.00), in a 7.90–8.00 day range on solid volume (~4.8m […]
Read More →Notable Transactions Buy(s) THB 502 mn PT – That’s a massive purchase by the Chairman Sell(s) THB 0.9 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →To make Bangkok look great again, they’ve decided to force the office population to WFH so that the overlords of finance will believe that Bangkok has no traffic and is the bastion of modern civilization and city planning. As for the markets…well it’s a forced week off…and several schools are on holiday + 3Q earnings […]
Read More →Company news 📊 ASEFA.BK Company Background Asefa Public Company Limited manufactures and distributes electrical power distribution products, switchboards, trunking systems and related engineering services in Thailand. The share last traded at THB 7.45 on 12 October 2026 (−0.15 / −2.0% from the prior 7.60), in a 7.35–7.65 day range on modest volume, inside the 52-week […]
Read More →BOT targets credit reform as Thailand’s K-shaped recovery persists. The Bank of Thailand highlighted the uneven nature of Thailand’s economic recovery and the need to reform credit structures to improve SME access to financing. The initiative could help address persistent constraints on smaller businesses and domestic demand, but the benefits will depend on implementation and […]
Read More →Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s leading digital-life and telecom operator, offering mobile services under the AIS brand, fixed broadband (AIS 3BB Fibre3), enterprise solutions, device sales, entertainment and digital financial services. Majority-owned via Gulf Development. The share closed at THB 334.00 on 9 October 2026 (−1.00 / […]
Read More →Company news 📊 THAI.BK Company Background Thai Airways International PCL is the flag carrier, flying passenger, cargo and mail after its business rehabilitation, with a rebuilt equity base and a resumed dividend (THB 0.21 for 2025, paid 18 May 2026; ex 24 April 2026). Earnings are levered to load factor, yield and fuel. On 2 […]
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