Stocks in the news (88th, aot, bch, bgrim, bts, bem, cpall, hana, nwr, scb, thai, thcom) 02.06.26
88(Thailand) Public Company Limited manufactures and distributes cosmetics and dietary supplements under popular brands including Ver.88, Lyo, and Hone, serving the growing Thai consumer wellness market.
| Market Cap (THB): | THB 1.15B |
| Market Cap (USD): | ~$35.3M (at ~THB 32.60/USD) |
| Current Price: | THB 4.50 (as of 29 May 2026 close) |
| 52-Week Range: | THB 3.90 – 12.30 |
| P/E Ratio: | 28.5 (TTM) |
| P/BV: | 1.8x |
| Dividend Yield: | 2.8% (latest indicated) |
| Avg Daily Value: | THB 4M – 8M |
88TH: Targets at least 30% revenue growth in 2026, supported by the launch of more than 15 new SKUs. Key products include “LYO My Color,” featuring NuNew as brand presenter to strengthen its position in the hair-coloring market. The company is also accelerating online expansion and plans to enter the pet food market with “Monster Lab” in 2H26.
Comment: The business does appear to growing well, 2x in 3 years…but let’s see.,
Airports of Thailand Public Company Limited operates and manages Thailand’s major international airports including Suvarnabhumi and Don Mueang, serving as the primary gateway for tourism, business travel, and air cargo in Southeast Asia.
| Market Cap (THB): | THB 780B |
| Market Cap (USD): | ~$23.93B (at ~THB 32.60/USD) |
| Current Price: | THB 55.25 (as of 29 May 2026 close) |
| 52-Week Range: | THB 26.75 – 59.00 |
| P/E Ratio: | 29.5 (TTM) |
| P/BV: | 3.2x |
| Dividend Yield: | 1.6% (latest indicated) |
| Avg Daily Value: | THB 2,500M – 3,000M |
AOT: Vietnam Airlines will resume its Ho Chi Minh City–Phuket route from 2 Jul.
Comment: Just after To Lam came to visit Thailand, and the Thai gov allowing jet fuel exports again.
Bangkok Chain Hospital Public Company Limited operates a growing network of private hospitals and healthcare facilities across Thailand, delivering comprehensive medical and wellness services to domestic and international patients.
| Market Cap (THB): | THB 23.5B |
| Market Cap (USD): | ~$721M (at ~THB 32.60/USD) |
| Current Price: | THB 9.45 (as of 29 May 2026 close) |
| 52-Week Range: | THB 7.80 – 11.50 |
| P/E Ratio: | 19.0 (TTM) |
| P/BV: | 2.3x |
| Dividend Yield: | 3.2% (latest indicated) |
| Avg Daily Value: | THB 180M – 250M |
BCH: Sees 1Q26 as the earnings trough for the year and expects profit to gradually recover from 2Q26, supported by higher revenue from social security patients and seasonal factors, including the rainy season, which typically drives higher patient volumes.
B.Grimm Power Public Company Limited is a major independent power producer in Thailand, operating a diversified portfolio of conventional and renewable energy power plants with a strong focus on sustainability and regional expansion.
| Market Cap (THB): | THB 36.24B |
| Market Cap (USD): | ~$1.11B (at ~THB 32.60/USD) |
| Current Price: | THB 13.90 (as of 29 May 2026 close) |
| 52-Week Range: | THB 10.50 – 16.20 |
| P/E Ratio: | 43.4 (TTM) |
| P/BV: | 1.9x |
| Dividend Yield: | 1.8% (latest indicated) |
| Avg Daily Value: | THB 200M – 300M |
BGRIM: B.Grimm Power signed an agreement with Vietnam’s PV Power to jointly develop the US$2bn Vung Ang III LNG-to-power project in Ha Tinh province. The 1,500MW project is expected to commence commercial operations in 2030–31, strengthening BGRIM’s long-term regional growth pipeline.
Comment: Oh they’re finally going to get paid by EVN?
BTS Group Holdings Public Company Limited operates Bangkok’s iconic BTS SkyTrain mass transit system and is involved in property development, infrastructure, and related urban mobility businesses across Thailand.
| Market Cap (THB): | THB 31.0B |
| Market Cap (USD): | ~$951M (at ~THB 32.60/USD) |
| Current Price: | THB 2.04 (as of 29 May 2026 close) |
| 52-Week Range: | THB 1.85 – 3.10 |
| P/E Ratio: | 16.5 (TTM) |
| P/BV: | 0.9x |
| Dividend Yield: | 4.8% (latest indicated) |
| Avg Daily Value: | THB 80M – 120M |
Bangkok Expressway and Metro Public Company Limited develops and operates key expressway networks and the MRT subway system in Bangkok, playing a vital role in the city’s urban transportation infrastructure.
| Market Cap (THB): | THB 39.8B |
| Market Cap (USD): | ~$1.22B (at ~THB 32.60/USD) |
| Current Price: | THB 5.20 (as of 29 May 2026 close) |
| 52-Week Range: | THB 3.60 – 6.80 |
| P/E Ratio: | 21.0 (TTM) |
| P/BV: | 1.6x |
| Dividend Yield: | 2.9% (latest indicated) |
| Avg Daily Value: | THB 120M – 180M |
BTS & BEM: The Transport Ministry will today seek Cabinet approval in principle for a plan to transfer Bangkok’s electric rail network to MRTA under a single-ownership model. If approved, negotiations will begin with private concessionaires and BMA to transfer operating rights to MRTA.
BTS: Reported a net loss of THB1.51bn for FY26 (year ended Mar) versus a THB2.32bn profit a year earlier, with the loss wider than the consensus estimate of THB1.28bn.
Comment: BTS needs this exit. BEM doesn’t.
CP ALL Public Company Limited operates Thailand’s largest convenience store network under the 7-Eleven brand, supported by an extensive retail, wholesale, and food services ecosystem across the country.
| Market Cap (THB): | THB 420B |
| Market Cap (USD): | ~$12.88B (at ~THB 32.60/USD) |
| Current Price: | THB 47.25 (as of 29 May 2026 close) |
| 52-Week Range: | THB 36.50 – 52.00 |
| P/E Ratio: | 24.5 (TTM) |
| P/BV: | 4.2x |
| Dividend Yield: | 2.5% (latest indicated) |
| Avg Daily Value: | THB 3,500M – 4,500M |
CPALL: Shareholders rejected its parent company’s proposal to transfer three business units to a new virtual bank affiliate. At Friday’s EGM, 96% of eligible shareholders voted against CP Group’s request to transfer Counter Service, Thai Smart Card and CPAXTRA to ACM Holding Company.
Comment: Feels like there’s a little bit of infighting.
Hana Microelectronics Public Company Limited is a leading provider of electronic manufacturing services (EMS), specializing in semiconductor packaging, assembly, and testing for global technology customers.
| Market Cap (THB): | THB 55.0B |
| Market Cap (USD): | ~$1.69B (at ~THB 32.60/USD) |
| Current Price: | THB 37.25 (as of 29 May 2026 close) |
| 52-Week Range: | THB 26.00 – 42.50 |
| P/E Ratio: | 19.5 (TTM) |
| P/BV: | 2.4x |
| Dividend Yield: | 3.0% (latest indicated) |
| Avg Daily Value: | THB 1,200M – 1,600M |
HANA: SET placed HANA under Level 1 Cash Balance measures from 2–19 June following unusual trading activity. The exchange also reiterated concerns over elevated valuations, turnover and trading activity across the ETRON sector, noting that CCET and SMT remain under trading measures while DELTA remains in its cooling period.
Comment: I want the SET to get rid of this cash balance b/s…let us go wild that’s where my alpha comes from…
Nawarat Patanakarn Public Company Limited provides construction and engineering services to government agencies, state enterprises, and private sector clients across Thailand, with a focus on infrastructure and civil works projects.
| Market Cap (THB): | THB 103M |
| Market Cap (USD): | ~$3.2M (at ~THB 32.60/USD) |
| Current Price: | THB 0.04 (as of 29 May 2026 close) |
| 52-Week Range: | THB 0.03 – 0.08 |
| P/E Ratio: | N/A (TTM) |
| P/BV: | 0.6x |
| Dividend Yield: | 0.0% (latest indicated) |
| Avg Daily Value: | THB 2M – 6M |
NWR (suspended): Announced via SET that it has filed a business rehabilitation petition with the Central Bankruptcy Court.
Comment: A shame, I remember meeting them back in the 2010s and doing well on the shares.
SCB X Public Company Limited is one of Thailand’s largest and most established financial institutions, offering a full range of banking, wealth management, digital banking, and financial services under the SCB brand.
| Market Cap (THB): | THB 450B |
| Market Cap (USD): | ~$13.80B (at ~THB 32.60/USD) |
| Current Price: | THB 134.50 (as of 29 May 2026 close) |
| 52-Week Range: | THB 98.00 – 145.00 |
| P/E Ratio: | 11.8 (TTM) |
| P/BV: | 1.05x |
| Dividend Yield: | 5.2% (latest indicated) |
| Avg Daily Value: | THB 2,000M – 2,800M |
SCB: Positions AI as core infrastructure as it evolves beyond chatbot-style assistants into autonomous agentic AI systems capable of planning, decision-making and task execution. The bank expects AI to significantly modernize back-office operations, reduce inefficiencies, automate complex workflows, cut paper-based processes and shorten service turnaround times.
Comment: And monitor kickbacks?
Thai Airways International Public Company Limited is Thailand’s national flag carrier, operating full-service domestic and international passenger and cargo flights with a focus on premium long-haul travel and regional connectivity.
| Market Cap (THB): | 148.2B |
| Market Cap (USD): | ~$4.55B (at ~THB 32.60/USD) |
| Current Price: | THB 6.70 (as of 29 May 2026 close) |
| 52-Week Range: | THB 4.80 – 8.90 |
| P/E Ratio: | 9.8 (TTM) |
| P/BV: | 2.8x |
| Dividend Yield: | 0.0% (latest indicated) |
| Avg Daily Value: | THB 420M – 680M |
THAI: The Transport Ministry wants Thai Airways to increase domestic flights and open new international routes to secondary destinations popular with foreign tourists. The government is encouraging the airline to expand services to Krabi and Ubon Thani and add Nakhon Si Thammarat to its network.
Comment: This is the risk for THAI, forced to open flights and routes that do not make economic sense…but it’s still the best airline stock globally – yes that’s right – why? They came out of rehab and have no debt on their b/s
Thaicom Public Company Limited operates Thailand’s national satellite system and provides satellite communications, broadband internet, and connectivity services for domestic, enterprise, and regional customers across Asia.
| Market Cap (THB): | THB 12.61B |
| Market Cap (USD): | ~$387M (at ~THB 32.60/USD) |
| Current Price: | THB 11.50 (as of 29 May 2026 close) |
| 52-Week Range: | THB 7.20 – 13.50 |
| P/E Ratio: | 24.5 (TTM) |
| P/BV: | 1.7x |
| Dividend Yield: | 1.5% (latest indicated) |
| Avg Daily Value: | THB 80M – 150M |
THCOM: Considering a bid for the THB5.5bn NBTC satellite broadband project (USO Phase 3) at the upcoming e-auction on 29 Jun.
Comment: Rebrand this as a space co!
📈 Quick Comparison Table • 29 May 2026
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| 88TH.BK | $29.2M | 4.32 | 18.4 | 1.8x | 2.8% | ▼ -1.8% | View → |
| AOT.BK | $24.21B | 55.25 | 43.50 | 3.6x | 1.47% | ▲ +4.2% | View → |
| BCH.BK | $730M | 9.45 | 22.1 | 2.4x | 2.1% | ▲ +11.2% | View → |
| BGRIM.BK | $1.61B | 13.80 | 14.8 | 1.9x | 3.6% | ▼ -2.1% | View → |
| BTS.BK | $1.91B | 2.04 | 28.5 | 1.6x | 4.9% | ▼ -18.4% | View → |
| BEM.BK | $2.44B | 5.25 | 19.8 | 2.1x | 3.8% | ▲ +2.1% | View → |
| CPALL.BK | $12.93B | 47.25 | 24.6 | 5.8x | 2.3% | ▲ +8.6% | View → |
| HANA.BK | $1.39B | 37.25 | 11.8 | 1.7x | 3.2% | ▼ -14.4% | View → |
| NWR.BK | $3.2M | 0.04 | N/A | 0.4x | N/A | ▼ -33.3% | View → |
| SCB.BK | $14.20B | 134.50 | 10.25 | 0.92x | 7.38% | ▲ +6.7% | View → |
| THAI.BK | $4.55B | 6.70 | 9.8 | 2.8x | 0.0% | ▲ +24.1% | View → |
| THCOM.BK | $580M | 11.45 | 16.2 | 1.5x | 3.5% | ▲ +18.0% | View → |
Data sourced from SET / Yahoo Finance as of 29 May 2026 close. YTD calculated from 30 Dec 2025 close. USD conversions use provided FX rate of 32.60. For informational purposes only.