Stock in the news (bch, centel, cpn) 04.06.26
Bangkok Chain Hospital Public Company Limited (BCH) is one of Thailand’s leading private hospital operators, managing a network of hospitals and polyclinics primarily in Bangkok and upcountry regions. It provides a full range of medical services from primary care to advanced tertiary treatments, serving general patients, international clients, and beneficiaries of the social security system through its various hospital brands.
| Market Cap (THB): | 23.32B |
| Market Cap (USD): | ~$0.72B (at ~THB 32.60/USD) |
| Current Price: | THB 9.35 (as of 02 June 2026 close) |
| 52-Week Range: | THB 9.10-14.70 |
| P/E Ratio: | 18.2 (TTM) |
| P/BV: | 1.7x |
| Dividend Yield: | 4.8% (latest indicated) |
| Avg Daily Value: | THB 95-105M |
BCH: Management outlined a five-year expansion roadmap targeting 20 hospitals nationwide, with a focus on industrial estate locations and expanding its social security member base. The strategy reinforces BCH’s focus on capturing growth from Thailand’s industrial workforce and insured patient segments.
Comment: Going from 15 to 20 hospitals over 5 years. Well at least there is some expansion happening.
Central Plaza Hotel Public Company Limited operates Centara Hotels & Resorts, one of Thailand’s prominent hospitality groups with a portfolio of hotels, resorts, and serviced apartments in Thailand and key international destinations including the Maldives, Japan, and Southeast Asia. The company manages multiple brands across luxury to lifestyle segments and also operates food & beverage and related hospitality services.
| Market Cap (THB): | 45.56B |
| Market Cap (USD): | ~$1.40B (at ~THB 32.60/USD) |
| Current Price: | THB 33.75 (as of 02 June 2026 close) |
| 52-Week Range: | THB 21.10-40.50 |
| P/E Ratio: | 13.4 (TTM) |
| P/BV: | 1.8x |
| Dividend Yield: | 2.0% (latest indicated) |
| Avg Daily Value: | THB 200-210M |
CENTEL: Centara has opened Centara Life Namba Hotel Osaka, its second hotel in Osaka and second property in Japan. The expansion supports management’s strategy of increasing overseas exposure and diversifying earnings geographically through regional tourism growth.
Comment: Doing better than people expect.
Central Pattana Public Company Limited is Thailand’s largest retail property developer and manager, owning and operating an extensive portfolio of premium shopping centers, office buildings, hotels, and residential projects nationwide. As a key member of the Central Group, it focuses on creating mixed-use destinations with retail, entertainment, and community spaces, generating revenue from rental income, services, and property development.
| Market Cap (THB): | 292.97B |
| Market Cap (USD): | ~$8.99B (at ~THB 32.60/USD) |
| Current Price: | THB 65.25 (as of 02 June 2026 close) |
| 52-Week Range: | THB 41.00-70.50 |
| P/E Ratio: | 14.8 (TTM) |
| P/BV: | 2.5x |
| Dividend Yield: | 3.7% (latest indicated) |
| Avg Daily Value: | THB 520-530M |
CPN: Central Pattana has partnered with Vietnam’s Sun Group to develop next-generation retail and mixed-use projects in Vietnam. The cooperation combines CPN’s retail-led mixed-use development expertise with Sun Group’s local presence, potentially creating new long-term growth opportunities in one of ASEAN’s fastest-growing consumer markets.
Comment: CPN is just waiting to get fleeced.
Comparison Summary (as of 02 June 2026)
Data sourced from SET / Yahoo Finance • Prices and ratios as of market close on 02 June 2026 • YTD calculated from 30 Dec 2025 close
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