Stock in the news (aot, bay, dif, fpt, maguro, nex, prapat, true) 06.05.26
Airports of Thailand Public Company Limited, together with its subsidiaries, engages in developing, managing, and operating international airports in Thailand. It operates six international airports, including Suvarnabhumi Airport, Don Mueang International Airport, Chiang Mai International Airport, Hat Yai International Airport, Phuket International Airport and Mae Fah Luang – Chiang Rai International Airport. The company is also involved in the hotel and restaurant business and operation and management of the project on perishable goods at Suvarnabhumi Airport.
AOT: AOT revised its traffic target down to 125mn passengers but maintained its Passenger Service Charge (PSC) and is proceeding with its 5-year investment plan of THB80–90bn. The company is accelerating four key projects to upgrade six airports to handle 180mn passengers by 2034, including the East Expansion, Don Mueang Phase 3, and projects in Phuket and Chiang Mai.
Comment: And yet they’ll make more/passenger due to the recent price increase
Bank of Ayudhya Public Company Limited provides commercial banking products and services to individuals, corporates, SMEs, and financial institutions in Thailand and operates as a subsidiary of MUFG Bank.
BAY: To acquire auto financing portfolios from CIMB Thai Auto and WorldLease, both subsidiaries of CIMBT. The transaction is expected to be completed before year-end.
Comment: Well that is interesting…
Digital Telecommunications Infrastructure Fund invests in telecommunications infrastructure assets, specializing in digital and telecom infrastructure in Thailand.
DIF: Declared a dividend of THB0.2222/unit, XD May 15.
Frasers Property (Thailand) Public Company Limited operates and develops an integrated property platform across multi-asset classes including industrial, residential, commercial, and hospitality sectors in Thailand.
FPT: Reported 2Q26 net profit (ending March) of THB1.27bn (+472% YoY), driven by gains from the sale of 64 hectares of land in ARAYA – Eastern Gateway, disposal of a 20% stake in North Sathorn Hotel (owner and operator of W Hotel Bangkok), and revenue recognition from property management at the One Bangkok project.
Comment: I had forgotten about this company, looks “cheap”
Maguro Group Public Company Limited operates in the food and restaurant sector in Thailand, focusing on seafood and related businesses.
MAGURO: The company is kicking off its 2026 campaign with the launch of its premium conveyor-belt sushi brand, “Onodera,” at CentralWorld (7th floor) this July. This will be its largest flagship store in Southeast Asia.
Comment: Let’s see how far they can keep pushing before the trend is gone.
Nex Point Public Company Limited engages in technology and point-of-sale solutions, providing integrated business services in Thailand.
NEX: Secured exclusive distribution rights from Beijing Automobile Works (BAW) to sell the BAW M8 electric MPV in Thailand.
Comment: How this company has not yet been truly investigated flummoxes me…or not.
Peerapat Technology Public Company Limited provides technology solutions and services in Thailand.
PRAPAT: Expanding into adult diapers to diversify beyond cleaning and sanitation products, targeting growth from rising elderly care demand. The company also launched an instalment programme to enhance affordability and provide more flexible payment options.
Comment: WTF. Re-read this. Then re-read it again. Did some numnut on the board come up with this idea? POS list just for the stupidity of the idea. “No it’s a great idea, they’re a chemical sanitiser company, and this is keeping older folks butts clean, and they’ll have the distribution channels and…” *face smack*
True Corporation Public Company Limited is a leading telecommunications and digital services provider in Thailand, offering mobile, broadband, and digital entertainment services.
TRUE: The Deputy PM is pushing for AI to boost Thailand’s GDP and create a new growth engine. Meanwhile, TRUE announced a partnership with Google. The Ministry of Higher Education, Science, Research and Innovation also launched the “AI for All Thais” initiative to broaden AI accessibility and accelerate its application beyond entertainment into economic and employment value creation.
Comment: True is now leading AIS in services imo.
Thai Stocks Comparison Table (as of May 2026)
| Ticker | Current Price (THB) | YTD 2026 % | Trend (3M) | Consensus Rating | Analysis |
|---|---|---|---|---|---|
| AOT | 52.50 | -3.3% | 📉 | Hold | View → |
| BAY | 27.50 | +5.8% | 📈 | Buy | View → |
| DIF | 10.20 | +7.9% | 📈 | Buy | View → |
| FPT | 6.40 | +1.6% | 📈 | Hold | View → |
| MAGURO | 18.00 | +2.9% | 📈 | Strong Buy | View → |
| NEX | 1.02 | +13.3% | 📈 | Hold | View → |
| PRAPAT | 0.71 | -11.3% | 📉 | Buy | View → |
| TRUE | 13.70 | +9.6% | 📈 | Buy | View → |
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇