Stocks in the news (aav, bbl, tidlor, bts, psl, thai, tisco, top) 20.01.26
Company: Asia Aviation Public Company Limited
Business: Thai holding company and the sole shareholder of Thai AirAsia, a leading low-cost carrier headquartered in Bangkok that commenced operations in 2004.
Market Cap: THB 15.93B
P/E Ratio: 15.50
Dividend Yield: —
View full analysis on Perplexity Finance
AAV: Tender outcome could be announced this week. AirAsia X (AAX) is expected to tender for all AAV shares. The last price cited in headlines was Bt1.38/shr, referencing AAX’s acquisition of Capital A shares last year.
Comment: Let’s see – they’re getting it on the cheap.Â
Company: Bangkok Bank Public Company Limited
Business: Thailand’s largest commercial bank by assets, providing comprehensive banking and financial services.
Market Cap: THB 325.46B
P/E Ratio: 6.69
Dividend Yield: 4.99%
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BBL: 4Q25 results due today; market estimates net profit at Bt10.6b, down q/q due to weaker NIM.
Company: Tidlor Holdings Public Company Limited
Business: Leading financial services company in Thailand specializing in providing vehicle title loans to self-employed microentrepreneurs and underserved customers.
Market Cap: THB 48.94B
P/E Ratio: 11.50
Dividend Yield: 2.01%
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TIDLOR: Management expects 4Q25 net profit of Bt1.3b, up y/y but down q/q, driven by loan growth-led interest income expansion and lower provisions
Company: BTS Group Holdings Public Company Limited
Business: Diversified conglomerate based in Bangkok, Thailand, primarily focused on mass transit operations through its flagship BTS Skytrain system.
Market Cap: THB 35.73B
P/E Ratio: 11.10
Dividend Yield: —
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BTS: Launched the Baan Chao Thai project with the Government Housing Bank to expand access to affordable housing near mass transit. Two pilot sites are in Pathum Thani and on Srinagarindra Road.
Comment: A property project? Well ok…….I remember them flopping with resi projects in the past, perhaps things have changed…and pigs can fly.
Company: Precious Shipping Public Company Limited
Business: Thailand-based dry bulk shipping company founded in 1989 and headquartered in Bangkok, operating globally in the tramp freight market.
Market Cap: THB 8.91B
P/E Ratio: 30.00
Dividend Yield: 6.67%
View full analysis on Perplexity Finance
PSL: Took delivery of a newbuilding vessel, increasing fleet size to 42 ships.
Comment: The BDI market is weird…the usual seasonality trend hasn’t worked since covid.
Company: Thai Airways International Public Company Limited
Business: Thailand’s flag carrier airline, founded in 1960 and headquartered in Bangkok, operating from its main hub at Suvarnabhumi Airport.
Market Cap: THB 203.78B
P/E Ratio: —
Dividend Yield: —
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THAI: Board meeting addressed approval to invest Bt13b in the MRO project at U-Tapao Airport (50-year lease from EEC). Revenue sharing with the state begins from year five. The hub will also allocate space for BA to invest Bt2b in a separate narrow-body maintenance hangar
Comment: They need to get their butts off their chairs and get this going. Thailand should be a hub, currently it’s Singapore and then the Philippines dominating in the region. It’ll take years for this to get going properly.
Company: TISCO Financial Group Public Company Limited
Business: Diversified financial services provider established in 1969 as Thailand’s first investment bank, headquartered in Bangkok.
Market Cap: THB 88.87B
P/E Ratio: 13.21
Dividend Yield: 6.98%
View full analysis on Perplexity Finance
TISCO: Guides overall auto loan growth of 0–5%, depending on vehicle segments. Focus remains on new-car hire purchase and car-title loans, while scaling back used-car loans to reduce volatility from used-car price declines.
Company: Thai Oil Public Company Limited
Business: Leading oil refining and petroleum marketing company in Thailand.
Market Cap: THB 88.79B
P/E Ratio: 5.96
Dividend Yield: 3.77%
View full analysis on Perplexity Finance
TOP: US$600m perpetual debenture was sold out with 11x book coverage; proceeds to support the Clean Fuel Project (CFP).
Comment: Surprise surprise…magical paper will keep this company going.
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