DayTraders — Thai Market Intelligence

GRAHAM LENS — ANY TICKER, ANY MARKET

THE JOURNAL0 VERDICTS

No verdicts yet. Use the Lens above; this page will come back with what happened.

Look up a name in the Lens. Each look is logged. Nights later the close writes the outcome.

THE SCREENUNOFFICIAL SCANNER · 881 NAMES · 238 LIQUID · 71 BUY-ZONE · SET 1604.52 · AS OF 2026-09-11

#	NAME	PRICE	GN	MOS	P/E	P/B	TIER
1	SCSC Asset Corp. Public Co., Ltd.	2.04	7.44	+73%	4.9	0.35	buy-zone
2	ROJNARojana Industrial Park Public Co. Ltd.	5.75	20.48	+72%	3.2	0.61	buy-zone
3	SUCSaha-Union Public Co. Ltd.	27.50	86.10	+68%	7.1	0.34	buy-zone
4	TPIPLTPI Polene Public Co. Ltd.	1.02	3.01	+66%	7.7	0.35	buy-zone
5	RCLRegional Container Lines Public Co. Ltd.	42.25	122.08	+65%	4.5	0.66	buy-zone
6	AHAAPICO Hitech Public Co. Ltd.	15.50	43.59	+64%	6.3	0.48	buy-zone
7	SGPSiamgas & Petrochemicals Public Co. Ltd.	8.95	24.94	+64%	3.6	1.07	buy-zone
8	FPTFrasers Property Thailand Public Co. Ltd.	7.20	19.44	+63%	7.1	0.46	buy-zone
9	APAP (Thailand) Public Co. Ltd.	8.05	21.58	+63%	5.7	0.55	buy-zone
10	BCTBirla Carbon (Thailand) Public Co. Ltd.	54.50	144.41	+62%	7.1	0.47	buy-zone
11	SIRISansiri Public Co. Ltd.	1.46	3.82	+62%	5.8	0.57	buy-zone
12	TOPThai Oil Public Co. Ltd.	67.00	171.95	+61%	4.6	0.87	buy-zone
13	GFPTGFPT Public Co. Ltd.	10.60	27.02	+61%	5.8	0.62	buy-zone
14	SPALISupalai Public Co., Ltd.	16.00	40.10	+60%	6.6	0.56	buy-zone
15	ASWAssetWise Public Company Limited	7.80	19.47	+60%	4.8	0.78	buy-zone
16	BCPBangchak Corporation Public Company Ltd	56.00	138.28	+60%	3.8	1.23	buy-zone
17	SPRCStar Petroleum Refining Public Co. Ltd.	13.40	32.83	+59%	3.4	1.53	buy-zone
18	QHQuality Houses Public Co. Ltd.	1.40	3.38	+59%	7.8	0.50	buy-zone
19	BLABangkok Life Assurance Public Co., Ltd.	24.10	56.07	+57%	5.7	0.75	buy-zone
20	IRPCIRPC Public Co., Ltd.	2.90	6.61	+56%	5.6	0.90	buy-zone
21	SPCSaha Pathanapibul Public Co., Ltd.	56.25	126.00	+55%	7.2	0.65	buy-zone
22	TPIPPTPI Polene Power Public Co., Ltd.	1.76	3.93	+55%	11.1	0.41	buy-zone
23	LHFGLH Financial Group PCL	1.21	2.64	+54%	7.8	0.60	buy-zone
24	METCOMuramoto Electron (Thailand) Public Co., Ltd.	299.00	642.24	+53%	5.7	0.86	buy-zone
25	TGHThai Group Holdings Public Co Ltd	10.40	21.67	+52%	7.3	0.73	buy-zone
26	BBLBangkok Bank Public Company Limited	188.00	387.88	+52%	8.5	0.63	buy-zone
27	CKPCK Power Public Co. Ltd.	2.42	4.93	+51%	8.3	0.64	buy-zone
28	NERNorth East Rubber Public Company Limited	4.76	9.61	+50%	6.2	0.91	buy-zone
29	BAYBank of Ayudhya Public Co., Ltd.	38.50	76.12	+49%	8.6	0.68	buy-zone
30	TTAThoresen Thai Agencies Public Co. Ltd.	5.60	11.05	+49%	17.5	0.35	buy-zone
31	KYEKang Yong Electric Public Co., Ltd.	285.00	550.42	+48%	9.8	0.57	buy-zone
32	MGCMillennium Group Corporation (Asia) Public Company Limited	7.20	13.81	+48%	4.3	1.57	buy-zone
33	AYUDAllianz Ayudhya Capital Public Co., Ltd.	42.25	79.86	+47%	5.6	1.12	buy-zone
34	BJCBerli Jucker Public Co. Ltd.	16.50	31.04	+47%	11.3	0.55	buy-zone
35	SAWADSrisawad Corporation Public Company Ltd	22.30	41.77	+47%	6.9	0.99	buy-zone
36	ASKAsia Sermkij Leasing Public Co., Ltd.	10.20	19.07	+47%	10.8	0.61	buy-zone
37	TNLThanulux Public Co. Ltd.	18.90	35.28	+46%	12.3	0.53	buy-zone
38	CREDITThai Credit Bank Public Company Limited	22.50	41.79	+46%	6.4	1.06	buy-zone
39	SCAPSrisawad Capital 1969 Public Company Limited	1.53	2.83	+46%	7.4	0.92	buy-zone
40	AEONTSAEON Thana Sinsap (Thailand) Public Co. Ltd.	98.00	179.38	+45%	7.8	0.89	buy-zone

Buy-zone is MoS ≥ 30% on reported EPS × BVPS — a sorting tool, not a floor. Worst measured 12-month outcome in that cohort was −38%.

GRAHAM / BUFFETTTIER

✕DEMO DATA · NOT TRADEABLEMARKET

Graham Classic · 0/0 pass · 0 below Graham

GOOD = margin of safety + steady decade + honest books — scores ≥60 pass.

LOADING DATA...

THE WATCH · GRAHAM'S SHORTLIST

RULES, NOT OPINIONS

GOOD = margin of safety + steady decade + honest books — scores ≥60 pass.

Energy

9.3 AVG P/E

T1 PASS 2

CHEAPEST HONEST SECTOR

Banking

10.5 AVG P/E

T1 PASS 3

Finance

10.1 AVG P/E

T1 PASS 1

Construction Materials

23.7 AVG P/E

T1 PASS 0

Commerce

13.8 AVG P/E

T1 PASS 1

Tourism & Leisure

15.8 AVG P/E

T1 PASS 0

Property Development

15.6 AVG P/E

T1 PASS 0

Petrochemicals

56.6 AVG P/E

T1 PASS 0

Telecom

21.9 AVG P/E

T1 PASS 0

Utilities

28.3 AVG P/E

T1 PASS 1

Health Care Services

21.5 AVG P/E

T1 PASS 0

Electronic Components

109.5 AVG P/E

T1 PASS 0

Transportation & Logistics

47.1 AVG P/E

T1 PASS 0

PTTEPSTRONGEST TODAYPTT Exploration and Production Public Company LimitedF-SCOREUNDRAFTED

+35%

8.8

≈4/9

≈0.0

COMPOSITE71

Margin of safety +35% — price sits below the Graham Number.

Passes 6 of 7 defensive tests.

Graham never asked you to predict. He asked you to demand evidence, then wait.

A shortlist by fixed rules · re-ranked as filings change · not a recommendation.

MONEYBALL · QUALITY VS ATTENTION

ATTENTION = 20-DAY TURNOVER VS OWN 120-DAY NORMAL

THE UNDRAFTED · HIGH QUALITY · LOW ATTENTION

PTTEPSTRONGEST TODAY7138%F-SCORE

CPAXT622%MAGIC

How to read it: right = the crowd is trading this name harder than its own normal right now; up = stronger fundamentals (composite 0–100). The green corner — good business, crowd elsewhere — is where Graham told you to shop. Tap any dot.

The bargains are where the crowd is not looking — Graham called them the unpopular large companies.

A quadrant is a place to start reading, not a reason to act.

THE PROOF · DOES THE DISCIPLINE SHOW?

284 TRADING DAYS · EQUAL-WEIGHT · SIMULATED FUNDAMENTALS SELECT THE COHORT

In this 284-day window, the Graham cohort trails the index by 8.8%. A quarter is weather, not climate — here is the examination.

THE EXAMINATIONCONTRIBUTION TO THE SPREAD · MEMBER BY MEMBER

RETURNCONTRIB · PP

CPAXT

-38.4%-7.29

BJC

-28.9%-6.34

TIDLOR

+19.9%-1.46

SCB

+24.2%-1.03

BBL

+33.8%-0.07

PTT

+34.4%-0.01

RATCH

+43.8%+0.93

KBANK

+49.9%+1.54

PTTEP

+56.6%+2.21

SCC

+61.9%+2.74

A system you cannot examine is a belief. This one shows its work.

THE LITERATUREPUBLISHED RESEARCH · NOT OUR BACKTEST

Graham-Newman Corp — Buffett, "The Superinvestors of Graham-and-Doddsville" (1984)1936–1956

~20%/yr vs ~12.2% for the market

Graham's own partnership compounded at roughly 20% a year over two decades while the market returned about 12.2%.

Oppenheimer, Financial Analysts Journal — NCAV (net-net) portfolios1970–1983

~29%/yr mean return

Portfolios of stocks bought below net current asset value earned a mean return of roughly 29% a year.

Piotroski, Journal of Accounting Research (2000)1976–1996

+7.5%/yr market-adjusted

Within cheap (high book-to-market) stocks, high F-Score names beat the market by about 7.5% a year.

Fama–French HML value premium1927–2020s

~4–5%/yr average premium, with long droughts

Value stocks have averaged a 4–5% yearly premium over growth across nearly a century — with long droughts along the way.

Long-run evidence for the discipline — including its droughts.

THE FORWARD LEDGERRECEIPTS · DAY 1

Starting 2026-06-17, this desk records its own cohort snapshot after each close. No backfilling, no deletions. The receipts accumulate here.

2026-06-176 MEMBERSPTT · KBANK · SCB +3

Trust is not asked for. It is accrued daily.