Primer: Banpu (BANPU-R TB) - Aug 2026
Banpu is navigating a challenging transition from a traditional coal and gas producer to a diversified, sustainable energy provider under its...
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Primer: Banpu (BANPU TB) - Aug 2026
Banpu is navigating a strategic pivot from a traditional coal producer to a diversified energy provider, balancing cash generation from its...
101 Views
Indo Tambangraya Megah (ITMG IJ): Massive ~10% Buyback Approved, Cash 58% of Market Capitalization
Positive catalyst for ITMG: sizable capital return plan—10% buyback approved over the existing 65% dividend payout. Shares trade at 15% FCF yield;...
550 Views
Krungthai XSpring Technical Eng. - September 3, 2026
The SET Index declined in line with Asian markets amid concerns over the US-Iran conflict, rising oil prices, higher US Treasury yields, and...
92 Views
The Stocks to Own in Thailand – Vol. 53
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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