Data & Analysis
16 research pieces on “Data & Analysis” — quoted word-for-word from the filing, with a link back to the source
Same Baht, Opposite Sign: How AI Summary Turns a Whole-Market Search Into Who Gains, Who Loses and Who Hedged — With Every Row Cited
Same Baht, Opposite Sign: How AI Summary Turns a Whole-Market Search Into Who Gains, Who Loses and Who Hedged — With Every Row Cited
When the baht moves, a market-wide search returns dozens of passages from dozens of companies, and the hard part is no longer finding them — it is sorting them. AI Summary on Boom Leverage Terminal, live since 11 October 2026, reads the result set you already searched and arranges it by impact angle: who gains, who loses, who hedged, who only lists it as a risk. Every row cites the passage it came from, a validator checks the numbers before you see them, and you pay only when the checked answer is shown. This walks through the format, what it costs, a worked example on the stronger baht in 2025–2026 built from real Form 56-1 and MD&A passages, a workflow you can copy, and the traps a model-validation reader would look for first.
Type the Theme, Not the Year: How to Ask AI About Thai Stocks So the Answer Comes From the Filings, Not From Your Question
Type the Theme, Not the Year: How to Ask AI About Thai Stocks So the Answer Comes From the Filings, Not From Your Question
Most people ask a filings AI the way they ask a search engine: a company, a year and a direction in one sentence — 'which companies were hurt by energy costs in 2568?'. On Boom Leverage AI that question quietly works against you. The year in the sentence does not filter anything, and the direction narrows the evidence before the AI has read a page. This is the workflow I use instead: type the theme, set years and scope in the filters, read the cited passage before the summary, and open the page before you rely on it. Three worked rewrites with the real passages each one returns, what every step costs in credits, and the traps that make a confident answer wrong. Figures and passages measured 11 October 2026.
Ctrl+F Doesn't Just Miss — It Finds the Wrong Thing, and on Some Files It Sees Nothing at All: Three Layers of Information Investors Lose in Thai Filings
Ctrl+F Doesn't Just Miss — It Finds the Wrong Thing, and on Some Files It Sees Nothing at All: Three Layers of Information Investors Lose in Thai Filings
Everyone knows Ctrl+F misses the euphemism. Fewer people know it also floods you with the right word in the wrong meaning — and almost nobody checks whether the PDF has any text in it at all. I opened the filings to count: 22.7% of Thai MD&A filings from FY2016–FY2020 (2,945 of 12,948) carry no searchable text layer, and in a 3,000-file sample from FY2021–FY2026 it is still 14.0%. This piece walks a real 18-page CENTEL filing where Ctrl+F finds zero characters, shows the OCR errors that make a naive fix dangerous, gives you a 10-second test for any PDF, and explains the rule the Terminal runs on: every result points back to the exact page, and anything that cannot be traced is dropped.
One Red Flag Was Never Enough: I Counted 104,153 Lines Thai Companies Wrote About Themselves, and All Six Lenses Lit Together Only 9 Times
One Red Flag Was Never Enough: I Counted 104,153 Lines Thai Companies Wrote About Themselves, and All Six Lenses Lit Together Only 9 Times
You found one danger signal in the accounts and sold — the stock ran for another two years. Next time you found the identical signal, told yourself that is just how the industry works, and eight months later it was carrying an SP sign. What separated the two is not in the signal. This article opens 104,153 lines of real management discussion and analysis from 896 Thai listed companies, FY2021–FY2026, through six operating lenses, and shows two places where a filing reader's instinct goes wrong: the most common topic holds the most severe material, and the rarest lens is the mildest of all (3.9%). Every line quotes the actual text with a page number and an SEC link you can check yourself.
Stop Guessing Which Sector Is Bleeding — Type the Symptom and See Who Raises a Hand
Stop Guessing Which Sector Is Bleeding — Type the Symptom and See Who Raises a Hand
By the time a research note concludes an industry is in trouble, the price has already moved, because news is what already happened. Management wrote it into the MD&A quarters earlier — and not alone. The whole industry wrote it at the same time. This is the institutional method for pulling macro signal out of the language companies write about themselves, worked through a live case: property developers flagging mortgage rejection rates in unison across years, plus a set of Thai query phrases with measured counts of how many companies each one surfaces. Every line quotes real filing text with page numbers and links to the SEC.
You lost the moment you didn't know what to type — institutions don't guess keywords, they run a checklist
You lost the moment you didn't know what to type — institutions don't guess keywords, they run a checklist
Everyone does the same thing when handed a new search box or a new AI: stare at the blinking cursor, then type something broad like 'is this company any good' — get garbage back, and conclude the tool is weak. The problem is the question. Bank risk departments never guess keywords. They sweep the market with a taxonomy: a standing checklist of topics that gets reviewed every quarter. This is how the Scan page puts that taxonomy — 30 topics across 6 groups, plus a 5-topic auditor's report group — into your hands, and why every row that cannot point back to a source page number is killed before it reaches your screen.
Latest
- Funds Never Read a 56-1 From Page One — Here Is the Playbook for Where They Actually Open (a 4-Part, 9-Item Map + the 6 Places Everyone Skips)
- You Spend the Weekend on the Filings. The Funds Finished Trading Them Friday Afternoon — The Alpha Left for Retail Sits Where Machines Cannot Read
- The Launch Window Is Closed — Here Is What It Was For, and What the Free Tier Still Gives You
- The ฿400 Wage Headline Prints and You Dump Every Contractor — the Funds Went and Read Who Is Complaining and Who Quietly Swapped In Robots
- Your Portfolio Holds 8 Stocks and You Read the Whole Market's News — Fund-Desk Portfolio Surveillance, in One Click
- Reading Only the Latest Quarter Is Watching the Last Scene of the Film — How Institutions Trace a Management Narrative Across Years: PSL, FY2021–FY2026
- Retail Does Not Lose to Funds on Data Speed. It Loses on Memory — And Here Is What 4–6 Years of Memory Costs (Free / ฿799 / ฿1,399)
- Four Questions Institutional Analysts Use to Scan the Entire Market — and How to Point Them at Your Own Portfolio
- No Executive Ever Types 'The Company Is In Trouble' — Why Ctrl+F Has Always Lost Retail the Trade
- AI Fabricates Financial Numbers Better Than You Think — And You Pay For It, Not the AI