πŸ“Š AAI.BK Company Background

Asian Alliance International Public Company Limited is a leading OEM manufacturer and distributor of wet and dry pet food products (under brands such as Monchou and Hajiko) as well as shelf-stable ready-to-eat human food products made from tuna, salmon, and other seafood. The company serves both domestic and international export markets across Asia, Europe, the Middle East, and the Americas.

Market Cap (THB):7.45B
Market Cap (USD):~$228.5M (at ~THB 32.60/USD)
Current Price:THB 3.52 (as of 8 June 2026 close)
52-Week Range:THB 3.32 – 5.50
P/E Ratio:12.1 (TTM)
P/BV:1.50x
Dividend Yield:1.5% (latest indicated)
Avg Daily Value:THB 15M–20M
YTD Performance 2026 : β–Ό -14.6% (Dec 30 2025 close: THB 4.12; 8 June 2026 close: THB 3.52)
View full analysis β†’

AAI continues to benefit from THB depreciation (~32.8/USD), supporting export margins, while reaffirming its 2026 revenue target of THB 7.6bn despite a weaker 1Q26.

Comment: Well yes/no but they need oil prices downmaybe the “war”is over by July/August and then we see lower oil prices.

πŸ“Š PCC.BK Company Background

Precise Corporation Public Company Limited is a holding company focused on the energy infrastructure sector. Its core businesses include the production and distribution of electricity transmission equipment, construction of high-voltage substations and transmission lines, and investment in renewable energy power generation and related utility management services.

Market Cap (THB):3.78B
Market Cap (USD):~$115.9M (at ~THB 32.60/USD)
Current Price:THB 3.08 (as of 8 June 2026 close)
52-Week Range:THB 2.44 – 3.20
P/E Ratio:9.3 (TTM)
P/BV:1.07x
Dividend Yield:8.0% (latest indicated)
Avg Daily Value:THB 1.5M–2.5M
YTD Performance 2026 : β–² +15.8% (Dec 30 2025 close: THB 2.66; 8 June 2026 close: THB 3.08)
View full analysis β†’

PCC secured a THB194mn electronics procurement contract with the Metropolitan Electricity Authority.

πŸ“Š PTTGC.BK Company Background

PTT Global Chemical Public Company Limited (PTTGC) is Thailand’s largest integrated petrochemical producer and a flagship company of the PTT Group. It operates across the full value chain including olefins, aromatics, polymers, and performance chemicals, supplying both domestic and global markets with products used in packaging, automotive, construction, and consumer goods industries.

Market Cap (THB):154.4B
Market Cap (USD):~$4.74B (at ~THB 32.60/USD)
Current Price:THB 34.25 (as of 8 June 2026 close)
52-Week Range:THB 18.20 – 41.25
P/E Ratio:N/A (TTM loss-making)
P/BV:0.53x
Dividend Yield:1.5% (latest indicated)
Avg Daily Value:THB 500M–1,100M
YTD Performance 2026 : β–² +63.1% (Dec 30 2025 close: THB 21.00; 8 June 2026 close: THB 34.25)
View full analysis β†’

PTTGC partnered with Toray and Mitsubishi Corporation to expand bio-based and specialty chemicals, targeting sustainable nylon production from agricultural residues for industrial applications.

Comment: Their feedstock source is cheap as chips.

πŸ“Š SCC.BK Company Background

The Siam Cement Public Company Limited (SCG) is one of Thailand’s largest and most diversified industrial conglomerates. It operates across cement and building materials, chemicals, packaging, smart living solutions, distribution & retail, and high-value materials, with significant operations throughout ASEAN and global export markets.

Market Cap (THB):280.8B
Market Cap (USD):~$8.61B (at ~THB 32.60/USD)
Current Price:THB 234.00 (as of 8 June 2026 close)
52-Week Range:THB 152.50 – 243.00
P/E Ratio:14.6 (TTM)
P/BV:0.80x
Dividend Yield:2.1% (latest indicated)
Avg Daily Value:THB 1,000M–1,500M
YTD Performance 2026 : β–² +11.4% (Dec 30 2025 close: THB 210.00; 8 June 2026 close: THB 234.00)
View full analysis β†’

Chandra Asri surged +19% after SCC sold a 14.86% stake worth Bt24.9bn, increasing free float to 25.7%. SCC retains a 15.7% stake and continues capital recycling into core growth projects, including the Long Son ethane feedstock expansion in Vietnam.

Comment: Let’s see the national petchem story. I suspect those holding the shares for SCC for now may sell it back to the new national petchem co. Let’s see – multi year story.

πŸ“Š STPI.BK Company Background

STP&I Public Company Limited is a leading Thai engineering and fabrication company specializing in steel structures, piping systems, and process modules for power plants, petrochemical facilities, refineries, industrial plants, bridges, and offshore installations. The company provides integrated fabrication, erection, and construction support services to major energy and infrastructure projects in Thailand and internationally.

Market Cap (THB):10.0B
Market Cap (USD):~$306.7M (at ~THB 32.60/USD)
Current Price:THB 5.55 (as of 8 June 2026 close)
52-Week Range:THB 3.36 – 6.00
P/E Ratio:110.0 (TTM)
P/BV:1.14x
Dividend Yield:N/A (no recent dividend)
Avg Daily Value:THB 50M–80M
YTD Performance 2026 : β–² +28.0% (Dec 30 2025 close: THB 4.34; 8 June 2026 close: THB 5.55)
View full analysis β†’

STPI guided for a strong 2Q outlook supported by offshore decommissioning revenue recognition and structural module deliveries, while also evaluating data centre development in the EEC.

πŸ“Š THAI.BK Company Background

Thai Airways International Public Company Limited is Thailand’s national flag carrier. The company operates full-service passenger, cargo, and mail air transportation, together with aircraft maintenance, repair and overhaul (MRO), ground handling, catering, and related aviation support services across domestic, regional, and long-haul international routes.

Market Cap (THB):186.8B
Market Cap (USD):~$5.73B (at ~THB 32.60/USD)
Current Price:THB 6.60 (as of 8 June 2026 close)
52-Week Range:THB 3.32 – 19.40
P/E Ratio:6.0 (TTM)
P/BV:2.19x
Dividend Yield:3.2% (latest indicated)
Avg Daily Value:THB 200M–400M
YTD Performance 2026 : β–Ό -17.5% (Dec 30 2025 close: THB 8.00; 8 June 2026 close: THB 6.60)
View full analysis β†’

THAI signed a codeshare MOU with Air India to improve connectivity between Thailand, India, and onward destinations.

Comment: See * shake head * no tourism issue for Thailand.

πŸ“Š XO.BK Company Background

Exotic Food Public Company Limited is a Thai manufacturer and exporter of premium packaged food products, specializing in dipping & cooking sauces, marinades, salad dressings, curry pastes, canned seafood, and ready-to-eat items. Its brands (Exotic Food, Thai Pride, Coco-Loto) are distributed across Europe, the United States, Asia, and other international markets.

Market Cap (THB):6.17B
Market Cap (USD):~$189.3M (at ~THB 32.60/USD)
Current Price:THB 14.40 (as of 8 June 2026 close)
52-Week Range:THB 12.70 – 19.00
P/E Ratio:10.7 (TTM)
P/BV:3.04x
Dividend Yield:5.4% (latest indicated)
Avg Daily Value:THB 5M–10M
YTD Performance 2026 : β–Ό -8.3% (Dec 30 2025 close: THB 15.70; 8 June 2026 close: THB 14.40)
View full analysis β†’

XO will begin construction of a new seasoning and sauce facility in 3Q, expanding capacity by 27% to 34k tons annually, alongside brand and packaging upgrades.

Comment: At the food fair they took a massive booth this year.

Comparison Table – 8 June 2026

Ticker Mkt Cap (USD) Price (THB) P/E (TTM) P/BV Div Yield YTD 2026 Analysis
AAI.BK $228.5M 3.52 12.1 1.50x 1.5% β–Ό -14.6% View β†’
PCC.BK $115.9M 3.08 9.3 1.07x 8.0% β–² +15.8% View β†’
PTTGC.BK $4.74B 34.25 N/A 0.53x 1.5% β–² +63.1% View β†’
THAI.BK $5.73B 6.60 6.0 2.19x 3.2% β–Ό -17.5% View β†’
SCC.BK $8.61B 234.00 14.6 0.80x 2.1% β–² +11.4% View β†’
STPI.BK $306.7M 5.55 110.0 1.14x N/A β–² +28.0% View β†’
XO.BK $189.3M 14.40 10.7 3.04x 5.4% β–Ό -8.3% View β†’

Data sourced from SET and Yahoo Finance as of market close on 8 June 2026. YTD calculated using 30 Dec 2025 closing prices. For informational purposes only.

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