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 · 877 NAMES · 237 LIQUID · 71 BUY-ZONE · SET 1578.66 · AS OF 2026-09-15

#	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	TSTHTata Steel (Thailand) Public Co. Ltd.	1.00	3.08	+67%	4.4	0.56	buy-zone
5	AHAAPICO Hitech Public Co. Ltd.	15.30	43.59	+65%	6.2	0.47	buy-zone
6	RCLRegional Container Lines Public Co. Ltd.	43.00	122.08	+65%	4.6	0.67	buy-zone
7	SGPSiamgas & Petrochemicals Public Co. Ltd.	9.30	24.94	+63%	3.7	1.11	buy-zone
8	FPTFrasers Property Thailand Public Co. Ltd.	7.25	19.44	+63%	7.1	0.46	buy-zone
9	APAP (Thailand) Public Co. Ltd.	8.10	21.58	+62%	5.8	0.55	buy-zone
10	BCTBirla Carbon (Thailand) Public Co. Ltd.	54.75	144.41	+62%	7.2	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.	66.00	171.95	+62%	4.6	0.86	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	7.90	19.47	+59%	4.8	0.80	buy-zone
16	BCPBangchak Corporation Public Company Ltd	56.75	138.28	+59%	3.8	1.25	buy-zone
17	QHQuality Houses Public Co. Ltd.	1.40	3.38	+59%	7.8	0.50	buy-zone
18	SPRCStar Petroleum Refining Public Co. Ltd.	13.90	32.83	+58%	3.6	1.59	buy-zone
19	BLABangkok Life Assurance Public Co., Ltd.	24.60	56.07	+56%	5.8	0.76	buy-zone
20	SPCSaha Pathanapibul Public Co., Ltd.	56.25	126.00	+55%	7.2	0.65	buy-zone
21	TPIPPTPI Polene Power Public Co., Ltd.	1.76	3.93	+55%	11.1	0.41	buy-zone
22	IRPCIRPC Public Co., Ltd.	2.96	6.61	+55%	5.7	0.92	buy-zone
23	LHFGLH Financial Group PCL	1.22	2.64	+54%	7.8	0.61	buy-zone
24	METCOMuramoto Electron (Thailand) Public Co., Ltd.	301.00	642.24	+53%	5.8	0.87	buy-zone
25	TGHThai Group Holdings Public Co Ltd	10.40	21.67	+52%	7.3	0.73	buy-zone
26	NERNorth East Rubber Public Company Limited	4.64	9.61	+52%	6.1	0.88	buy-zone
27	CKPCK Power Public Co. Ltd.	2.40	4.93	+51%	8.2	0.64	buy-zone
28	TTAThoresen Thai Agencies Public Co. Ltd.	5.40	11.05	+51%	16.9	0.33	buy-zone
29	BBLBangkok Bank Public Company Limited	192.50	387.88	+50%	8.7	0.64	buy-zone
30	MGCMillennium Group Corporation (Asia) Public Company Limited	6.90	13.81	+50%	4.2	1.50	buy-zone
31	BAYBank of Ayudhya Public Co., Ltd.	38.50	76.12	+49%	8.6	0.68	buy-zone
32	KYEKang Yong Electric Public Co., Ltd.	284.00	550.42	+48%	9.8	0.57	buy-zone
33	ASKAsia Sermkij Leasing Public Co., Ltd.	10.10	19.07	+47%	10.6	0.60	buy-zone
34	TNLThanulux Public Co. Ltd.	18.90	35.28	+46%	12.3	0.53	buy-zone
35	SCAPSrisawad Capital 1969 Public Company Limited	1.52	2.83	+46%	7.4	0.91	buy-zone
36	AEONTSAEON Thana Sinsap (Thailand) Public Co. Ltd.	96.75	179.38	+46%	7.7	0.88	buy-zone
37	CREDITThai Credit Bank Public Company Limited	22.70	41.79	+46%	6.5	1.07	buy-zone
38	BJCBerli Jucker Public Co. Ltd.	16.90	31.04	+46%	11.5	0.56	buy-zone
39	SAWADSrisawad Corporation Public Company Ltd	22.80	41.77	+45%	7.0	1.01	buy-zone
40	AYUDAllianz Ayudhya Capital Public Co., Ltd.	43.75	79.86	+45%	5.8	1.16	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

10.7 AVG P/E

T1 PASS 3

Finance

10.4 AVG P/E

T1 PASS 1

Construction Materials

23.6 AVG P/E

T1 PASS 0

Commerce

13.8 AVG P/E

T1 PASS 1

Tourism & Leisure

15.7 AVG P/E

T1 PASS 0

Property Development

15.6 AVG P/E

T1 PASS 0

Petrochemicals

57.5 AVG P/E

T1 PASS 0

Telecom

21.9 AVG P/E

T1 PASS 0

Utilities

28.1 AVG P/E

T1 PASS 1

Health Care Services

21.7 AVG P/E

T1 PASS 0

Electronic Components

97.5 AVG P/E

T1 PASS 0

Transportation & Logistics

47.0 AVG P/E

T1 PASS 0

PTTEPSTRONGEST TODAYPTT Exploration and Production Public Company LimitedF-SCORE

+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

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?

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

In this 284-day window, the Graham cohort trails the index by 7.0%. A quarter is weather, not climate — here is the examination.

THE EXAMINATIONCONTRIBUTION TO THE SPREAD · MEMBER BY MEMBER

RETURNCONTRIB · PP

CPAXT

-38.4%-7.11

BJC

-30.6%-6.34

TIDLOR

+17.9%-1.48

SCB

+25.4%-0.73

PTT

+34.4%+0.17

BBL

+35.2%+0.25

RATCH

+42.9%+1.01

KBANK

+53.5%+2.08

PTTEP

+56.6%+2.38

SCC

+60.1%+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.