Stocks in the news (aav, amatav, bbik, delta, pr9, prm, pttep, sis, snnp, tcap, tu) 31.07.26
AAV.BK — Asia Aviation PCL
Holding company that operates Thai AirAsia, a low-cost carrier providing scheduled and charter passenger air transportation services primarily in Thailand and regional destinations.
| Market Cap (THB) | 13.49 B |
| Market Cap (USD) | 404 M |
| Current Price | 1.05 THB |
| 52-Week Range | 0.98 – 1.43 |
| P/E (TTM) | 7.50 |
| P/BV | 0.95 |
| Dividend Yield | 0.00% |
| Avg Daily Value | ~57 M THB |
AAV: Temporarily suspended operations at SIA Airport until end-September, shifting nine domestic routes to DMK Airport to reduce costs during the low season.
AMATAV.BK — Amata VN PCL
Develops and operates industrial estates and related utilities in Vietnam, leasing land, factories and providing infrastructure support services.
| Market Cap (THB) | 2.20 B |
| Market Cap (USD) | 66 M |
| Current Price | 2.06 THB |
| 52-Week Range | 1.76 – 2.60 |
| P/E (TTM) | 4.90 |
| P/BV | 0.43 |
| Dividend Yield | 2.56% |
| Avg Daily Value | ~0.17 M THB |
AMATAV: Divested its entire 93.4% stake in Amata Township Long Thanh forUS$18.7mn (THB632mn) to streamline its investment portfolio and improve operational efficiency.
Comment: Awwwww Amata struggling in Vietnam? A country that had a massive FDI bull trend for the past decade and yet Amata couldn’t get anything? Awwww.
BBIK.BK — Bluebik Group PCL
Provides management consulting, digital transformation, software design & development, big data analytics and strategic project management services in Thailand and Laos.
| Market Cap (THB) | 4.50 B |
| Market Cap (USD) | 135 M |
| Current Price | 22.50 THB |
| 52-Week Range | 12.80 – 23.80 |
| P/E (TTM) | 12.93 |
| P/BV | 2.00 |
| Dividend Yield | 2.13% |
| Avg Daily Value | ~68 M THB |
BBIK: Maintained its FY26 revenue growth target of 20%, supported by continued demand for digital transformation, AI, cybersecurity and regional expansion.
DELTA.BK — Delta Electronics (Thailand) PCL
Designs, manufactures and distributes power electronics, automation, infrastructure and mobility solutions including power supplies, EV systems, thermal management and data-center products globally.
| Market Cap (THB) | 3,293 B |
| Market Cap (USD) | 98.6 B |
| Current Price | 264.00 THB |
| 52-Week Range | 140.50 – 372.00 |
| P/E (TTM) | 110.46 |
| P/BV | 33.38 |
| Dividend Yield | 0.21% |
| Avg Daily Value | ~4,350 M THB |
DELTA: HSBC lowered its target price toTHB340 from THB390, while maintaining its Buy recommendation.
Comment: Phunny money.
PR9.BK — Praram 9 Hospital PCL
Operates a multi-specialty private hospital in Bangkok offering comprehensive medical services including cardiology, oncology, orthopedics, IVF, neurology and wellness centers.
| Market Cap (THB) | 14.08 B |
| Market Cap (USD) | 421 M |
| Current Price | 17.90 THB |
| 52-Week Range | 15.70 – 25.25 |
| P/E (TTM) | 17.38 |
| P/BV | 2.32 |
| Dividend Yield | 2.79% |
| Avg Daily Value | ~56 M THB |
PR9: Continues to benefit from the recovery in international patients, particularly from the Middle East, while expanding its presence in Southeast Asia and leveraging AI to improve operational efficiency.
PRM.BK — Prima Marine PCL
Provides marine transportation and storage of petroleum products, crude oil and chemicals, plus floating storage, offshore support vessels and related maritime services across Asia and the Middle East.
| Market Cap (THB) | 21.46 B |
| Market Cap (USD) | 642 M |
| Current Price | 9.90 THB |
| 52-Week Range | 5.95 – 10.40 |
| P/E (TTM) | 10.65 |
| P/BV | 1.75 |
| Dividend Yield | 5.05% |
| Avg Daily Value | ~89 M THB |
PRM: Expects stronger earnings from 2Q, supported by full utilisation of its FSUs, fleet expansion in 2H26 and favourable FX translation.
Comment: Monsieur P.R.
PTTEP.BK — PTT Exploration and Production PCL
Engages in the exploration, development and production of petroleum in Thailand and internationally, with additional activities in gas pipelines, renewables and related technology services.
| Market Cap (THB) | 589.5 B |
| Market Cap (USD) | 17.65 B |
| Current Price | 148.50 THB |
| 52-Week Range | 104.00 – 164.00 |
| P/E (TTM) | 10.61 |
| P/BV | 1.12 |
| Dividend Yield | 5.83% |
| Avg Daily Value | ~2,700 M THB |
PTTEP: 2Q26 net profit due today. Bloomberg consensus:THB23.65bn.
SIS.BK — SiS Distribution (Thailand) PCL
Distributes computer components, smartphones, IT peripherals and office automation equipment; also provides servicing, rental and value-added solutions in Thailand.
| Market Cap (THB) | 9.19 B |
| Market Cap (USD) | 275 M |
| Current Price | 26.25 THB |
| 52-Week Range | 18.30 – 26.50 |
| P/E (TTM) | 9.87 |
| P/BV | 1.86 |
| Dividend Yield | 4.65% |
| Avg Daily Value | ~21 M THB |
SIS: Expects continued growth, supported by higher IT product prices, new project wins and strong demand for older PC inventory despite softer lower-end smartphone sales.
Comment: A forgotten name in the IT distributors.
SNNP.BK — Srinanaporn Marketing PCL
Manufactures and distributes snacks, ready-to-drink jellies, beverages and seafood products under brands including Jele, Bento and Dok Bua for domestic and export markets.
| Market Cap (THB) | 6.26 B |
| Market Cap (USD) | 187 M |
| Current Price | 6.95 THB |
| 52-Week Range | 6.40 – 10.50 |
| P/E (TTM) | 15.11 |
| P/BV | 2.54 |
| Dividend Yield | 8.56% |
| Avg Daily Value | ~3.9 M THB |
SNNP: Partnered with Alpine Sport Group to launch Alpine Boost, a sports nutrition jelly, with additional product development underway.
TCAP.BK — Thanachart Capital PCL
Investment holding company with businesses in commercial banking, securities, life and non-life insurance, asset management, hire-purchase and leasing services in Thailand.
| Market Cap (THB) | 74.71 B |
| Market Cap (USD) | 2.24 B |
| Current Price | 71.25 THB |
| 52-Week Range | 48.00 – 75.00 |
| P/E (TTM) | 9.17 |
| P/BV | 0.94 |
| Dividend Yield | 4.75% |
| Avg Daily Value | ~194 M THB |
TCAP: Announced a share buyback of up to104.86mn shares (10% of paid-up capital) with a budget of up to THB7.5bn, effective 17 Aug 2026 to 16 Feb 2027.
Comment: And you think that the financial repression game is over. Banks are going to keep growing their equity base, and then if yields continue to steepen, watch the NIMs spike.
TU.BK — Thai Union Group PCL
Global seafood producer manufacturing canned, frozen and chilled tuna, shrimp and related products under major brands; also active in pet food, ingredients and value-added seafood.
| Market Cap (THB) | 47.42 B |
| Market Cap (USD) | 1.42 B |
| Current Price | 12.30 THB |
| 52-Week Range | 10.40 – 14.10 |
| P/E (TTM) | 10.17 |
| P/BV | 1.02 |
| Dividend Yield | 5.74% |
| Avg Daily Value | ~140 M THB |
TU: To receive THB1.3bn in dividend income from ITC following the pet food subsidiary’s interim dividend declaration. Separately, Thai Union asked a US court to dismiss litigation linked to Red Lobster‘s bankruptcy, arguing the chain’s US$20 “Ultimate Endless Shrimp” promotion was a management decision rather than one directed by the former owner. The company rejected allegations of self-dealing and said the lawsuit seeks to shift responsibility for Red Lobster’s operational failures.
Comment: TU has financing issues, they need capital and they’re trying to get more and more from ITC
Comparison Table — as of 30 July 2026 (USD/THB 33.40)
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| AAV | 404 M | 1.05 | 7.50 | 0.95 | 0.00% | +6.25% ▲ | View → |
| AMATAV | 66 M | 2.06 | 4.90 | 0.43 | 2.56% | +14.44% ▲ | View → |
| BBIK | 135 M | 22.50 | 12.93 | 2.00 | 2.13% | +51.00% ▲ | View → |
| DELTA | 98.6 B | 264.00 | 110.46 | 33.38 | 0.21% | +52.95% ▲ | View → |
| PR9 | 421 M | 17.90 | 17.38 | 2.32 | 2.79% | +2.51% ▲ | View → |
| PRM | 642 M | 9.90 | 10.65 | 1.75 | 5.05% | +47.60% ▲ | View → |
| PTTEP | 17.65 B | 148.50 | 10.61 | 1.12 | 5.83% | +36.03% ▲ | View → |
| SIS | 275 M | 26.25 | 9.87 | 1.86 | 4.65% | +36.19% ▲ | View → |
| SNNP | 187 M | 6.95 | 15.11 | 2.54 | 8.56% | +0.72% ▲ | View → |
| TCAP | 2.24 B | 71.25 | 9.17 | 0.94 | 4.75% | +27.14% ▲ | View → |
| TU | 1.42 B | 12.30 | 10.17 | 1.02 | 5.74% | +1.12% ▲ | View → |
Data as of 30 July 2026 · USD/THB 33.40 · Sources: Yahoo Finance / SET · For informational purposes only
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