Company news 📊 CPF.BK Company Background Charoen Pokphand Foods PCL is the CP Group agro-industrial and food platform, the “Kitchen of the World”: animal feed, livestock and aquaculture farming and processing, and cooked and ready-meal food, with production and joint ventures in 17 countries (overseas operations about two-thirds of sales). 1H26 sales were THB 283.9bn […]
Read More →And so was that the end of the dump? Floods – done. Reasons to dump names that had run up this year – done. Kerfuffle @ the airport will be forgotten about. So … now…? Let’s see. Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Notable Transactions Buy(s) THB 394 mn GULF – Uncle cookie monster still keeps gobbling up his shares SPALI – The property power couple keeps nibbling up their shares Sell(s) THB 5 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
Read More →Company news 📊 AWC.BK Company Background Asset World Corp PCL is the TCC Group lifestyle-property platform: hotels and resorts, retail and destination assets, and commercial workplaces, with cash flow from owned operations rather than a pure developer book. On 5 October it set out the AWR REIT freehold recycling platform, with an initial portfolio sized […]
Read More →Auto/EV — Thailand’s automotive production rose 10.93% y/y to 124,646 units in August, while domestic vehicle sales increased 25.59% y/y to 59,809 units. Passenger BEV sales surged 113.29% y/y to 19,721 units, highlighting the continued shift toward electrification. FTI reiterated its full-year 2026 vehicle-production target of 1.45mn units, saying flooding has so far caused limited […]
Read More →Company news 📊 EA.BK Company Background Energy Absolute PCL runs biodiesel (B100) and glycerin, solar and wind power sold to the grid, lithium-ion batteries and energy storage, electric vehicles and charging, plus a testing centre and waste-to-energy adjacency. Equity value sits far below enterprise value after EV and battery losses. The share closed Friday at […]
Read More →Company news 📊 BGRIM.BK Company Background B.Grimm Power PCL develops, finances and operates gas-fired cogeneration and renewable power plants in Thailand and abroad, selling electricity to EGAT and industrial users and steam to industrial estates, with a growing solar, hydro and wind book plus LNG and smart-grid adjacencies. Cash flow is driven by contracted capacity […]
Read More →Company news 📊 DELTA.BK Company Background Delta Electronics (Thailand) PCL manufactures power-electronics, thermal and infrastructure products — power supplies, DC fans, EV/powertrain components, data-centre and telecom power, and industrial automation — from Thai and overseas plants for global OEM customers. The share is the SET’s largest electronics weight and a high-beta AI/data-centre proxy; it last […]
Read More →Company news 📊 AKS.BK Company Background AKS Corporation PCL (formerly AQ Estate) is a SET property developer with low-rise and high-rise residential projects plus rental assets, now a micro-cap with negative book equity after years of losses and a May 2025 par change (THB 0.50 to THB 11.50). The name is marked SP and NC […]
Read More →Notable Transactions Buy(s) THB 65 mn SPALI – and they are still buying and buying, divvy maxers. Sell(s) THB 6.6 mn N/a Please give this Somtum Waffle a tip 🙏🧇 Leave a tip
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