Stocks in the news (aai, pcc, pttgc, thai, scc, stpi, xo) 09.06.26
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 β 5.50 |
| P/E Ratio: | 12.1 (TTM) |
| P/BV: | 1.50x |
| Dividend Yield: | 1.5% (latest indicated) |
| Avg Daily Value: | THB 15Mβ20M |
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 down – maybe the “war”is over by July/August and then we see lower oil prices.
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 β 3.20 |
| P/E Ratio: | 9.3 (TTM) |
| P/BV: | 1.07x |
| Dividend Yield: | 8.0% (latest indicated) |
| Avg Daily Value: | THB 1.5Mβ2.5M |
PCC secured a THB194mn electronics procurement contract with the Metropolitan Electricity Authority.
PTT Global Chemical Public Company Limited (PTTGC) is Thailandβs 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 β 41.25 |
| P/E Ratio: | N/A (TTM loss-making) |
| P/BV: | 0.53x |
| Dividend Yield: | 1.5% (latest indicated) |
| Avg Daily Value: | THB 500Mβ1,100M |
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.
The Siam Cement Public Company Limited (SCG) is one of Thailandβs 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 β 243.00 |
| P/E Ratio: | 14.6 (TTM) |
| P/BV: | 0.80x |
| Dividend Yield: | 2.1% (latest indicated) |
| Avg Daily Value: | THB 1,000Mβ1,500M |
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: Letβs 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. Letβs see – multi year story.
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 β 6.00 |
| P/E Ratio: | 110.0 (TTM) |
| P/BV: | 1.14x |
| Dividend Yield: | N/A (no recent dividend) |
| Avg Daily Value: | THB 50Mβ80M |
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.
Thai Airways International Public Company Limited is Thailandβs 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 β 19.40 |
| P/E Ratio: | 6.0 (TTM) |
| P/BV: | 2.19x |
| Dividend Yield: | 3.2% (latest indicated) |
| Avg Daily Value: | THB 200Mβ400M |
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.
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 β 19.00 |
| P/E Ratio: | 10.7 (TTM) |
| P/BV: | 3.04x |
| Dividend Yield: | 5.4% (latest indicated) |
| Avg Daily Value: | THB 5Mβ10M |
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 β 8 June 2026
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.