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 · 879 NAMES · 237 LIQUID · 69 BUY-ZONE · SET 1607.63 · AS OF 2026-09-25

#	NAME	PRICE	GN	MOS	P/E	P/B	TIER
1	SCSC Asset Corp. Public Co., Ltd.	2.00	7.44	+73%	4.8	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	AHAAPICO Hitech Public Co. Ltd.	15.50	43.59	+64%	6.3	0.48	buy-zone
5	APAP (Thailand) Public Co. Ltd.	7.90	21.58	+63%	5.6	0.54	buy-zone
6	FPTFrasers Property Thailand Public Co. Ltd.	7.15	19.44	+63%	7.0	0.45	buy-zone
7	SGPSiamgas & Petrochemicals Public Co. Ltd.	9.40	24.94	+62%	3.8	1.13	buy-zone
8	SIRISansiri Public Co. Ltd.	1.46	3.82	+62%	5.8	0.57	buy-zone
9	ASWAssetWise Public Company Limited	7.70	19.47	+60%	4.7	0.77	buy-zone
10	GFPTGFPT Public Co. Ltd.	10.70	27.02	+60%	5.9	0.62	buy-zone
11	BCPBangchak Corporation Public Company Ltd	55.00	138.28	+60%	3.7	1.21	buy-zone
12	TOPThai Oil Public Co. Ltd.	69.25	171.95	+60%	4.8	0.90	buy-zone
13	SPALISupalai Public Co., Ltd.	16.20	40.10	+60%	6.7	0.57	buy-zone
14	BCTBirla Carbon (Thailand) Public Co. Ltd.	58.50	144.41	+59%	7.7	0.50	buy-zone
15	QHQuality Houses Public Co. Ltd.	1.37	3.38	+59%	7.7	0.49	buy-zone
16	RCLRegional Container Lines Public Co. Ltd.	49.75	122.08	+59%	5.3	0.77	buy-zone
17	TPIPPTPI Polene Power Public Co., Ltd.	1.68	3.93	+57%	10.6	0.39	buy-zone
18	BLABangkok Life Assurance Public Co., Ltd.	24.00	56.07	+57%	5.6	0.74	buy-zone
19	SPRCStar Petroleum Refining Public Co. Ltd.	14.20	32.83	+57%	3.6	1.62	buy-zone
20	SPCSaha Pathanapibul Public Co., Ltd.	56.75	126.00	+55%	7.3	0.66	buy-zone
21	IRPCIRPC Public Co., Ltd.	3.06	6.61	+54%	5.9	0.95	buy-zone
22	METCOMuramoto Electron (Thailand) Public Co., Ltd.	301.00	642.24	+53%	5.8	0.87	buy-zone
23	LHFGLH Financial Group PCL	1.25	2.64	+53%	8.0	0.62	buy-zone
24	TGHThai Group Holdings Public Co Ltd	10.50	21.67	+52%	7.4	0.74	buy-zone
25	NERNorth East Rubber Public Company Limited	4.66	9.61	+52%	6.1	0.89	buy-zone
26	CKPCK Power Public Co. Ltd.	2.42	4.93	+51%	8.3	0.64	buy-zone
27	MGCMillennium Group Corporation (Asia) Public Company Limited	6.80	13.81	+51%	4.1	1.48	buy-zone
28	TTAThoresen Thai Agencies Public Co. Ltd.	5.45	11.05	+51%	17.1	0.34	buy-zone
29	BBLBangkok Bank Public Company Limited	193.00	387.88	+50%	8.8	0.64	buy-zone
30	BAYBank of Ayudhya Public Co., Ltd.	38.75	76.12	+49%	8.7	0.69	buy-zone
31	KYEKang Yong Electric Public Co., Ltd.	282.00	550.42	+49%	9.7	0.57	buy-zone
32	ASKAsia Sermkij Leasing Public Co., Ltd.	10.00	19.07	+48%	10.5	0.59	buy-zone
33	BCPGBCPG Public Company Limited	6.70	12.73	+47%	9.0	0.71	buy-zone
34	AEONTSAEON Thana Sinsap (Thailand) Public Co. Ltd.	95.50	179.38	+47%	7.6	0.87	buy-zone
35	SAWADSrisawad Corporation Public Company Ltd	22.30	41.77	+47%	6.9	0.99	buy-zone
36	MBKMBK Public Co. Ltd.	20.50	37.45	+45%	7.2	1.05	buy-zone
37	CREDITThai Credit Bank Public Company Limited	22.90	41.79	+45%	6.5	1.08	buy-zone
38	AYUDAllianz Ayudhya Capital Public Co., Ltd.	44.00	79.86	+45%	5.8	1.17	buy-zone
39	RAMRamkhamhaeng Hospital Public Co. Ltd.	17.40	31.53	+45%	7.5	0.96	buy-zone
40	TNLThanulux Public Co. Ltd.	19.50	35.28	+45%	12.7	0.55	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

9.2 AVG P/E

T1 PASS 2

CHEAPEST HONEST SECTOR

Banking

10.9 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

13.9 AVG P/E

T1 PASS 1

Tourism & Leisure

15.7 AVG P/E

T1 PASS 0

Property Development

15.5 AVG P/E

T1 PASS 0

Petrochemicals

56.3 AVG P/E

T1 PASS 0

Telecom

21.4 AVG P/E

T1 PASS 0

Utilities

28.3 AVG P/E

T1 PASS 1

Health Care Services

21.6 AVG P/E

T1 PASS 0

Electronic Components

109.2 AVG P/E

T1 PASS 0

Transportation & Logistics

47.5 AVG P/E

T1 PASS 0

PTTEPSTRONGEST TODAYPTT Exploration and Production Public Company LimitedF-SCORE

+37%

8.5

≈4/9

≈0.0

COMPOSITE72

Margin of safety +37% — 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

CPAXTSTRONGEST TODAY622%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?

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

In this 292-day window, the Graham cohort trails the index by 6.1%. A quarter is weather, not climate — here is the examination.

THE EXAMINATIONCONTRIBUTION TO THE SPREAD · MEMBER BY MEMBER

RETURNCONTRIB · PP

CPAXT

-38.8%-7.17

BJC

-23.8%-5.67

TIDLOR

+13.9%-1.89

SCB

+30.0%-0.28

BBL

+35.6%+0.27

PTT

+38.4%+0.56

RATCH

+45.7%+1.29

PTTEP

+52.0%+1.92

KBANK

+53.5%+2.07

SCC

+61.3%+2.85

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.