Namyong Terminal is clearly anchored in Thailand’s key roll‑on/roll‑off terminal business at Laem Chabang Port, which plays an important role in car exports and cargo logistics. The latest financials show solid profitability with ROE and margins holding up even as volume fluctuates, and the stock currently trades on a relatively low P/E with a notable dividend yield.

That said, with growth ranks below peer averages and limited analyst coverage, it feels like much of the trade‑dependent upside may already be priced in — and broader logistic sector risk in Southeast Asia could be a real drag if regional trade softens.

Curious what others think — especially on how you’re valuing the trade growth catalysts versus potential macro/logistics headwinds for a small terminal operator like this?”

Probably not humane ones.

Very thourough.  Sounds like a promising stock.

This article says $SUBZ down 6.5%. I am down 29% on this abomination! I'm just going to take the loss.

Thanks.

Good read, thanks.

I believe in $DD!

I believe gush does not have liquidation clause in their prospectus.

Very interesting, none of this was known to me.

It was a classic take down by WS, same as with cryptos. WS does not agree with easy or fast money. It hurts them.