Stocks in the news (advanc, amata, aot, civil, jas, ktb, mint, thai, true) 12.06.26
Leading Thai telecommunications provider offering mobile, broadband, data, cloud, IoT, and digital services nationwide.
| Market Cap (THB) | 1,068.00B |
| Market Cap (USD) | 32.76B |
| Current Price | 359.00 THB |
| 52-Week Range | 267.00 – 410.00 THB |
| P/E (TTM) | 21.01 |
| P/BV | 8.74 |
| Dividend Yield | 4.69% |
| Avg Daily Value | ~2,700M THB |
ADVANC & TRUE are expected to see short-term boost on ARPU and broadband subscribers as FIFA World Cup fuel data demand for streaming matches on both mobile and broadband connections.
Comment: Both companies will benefit.
Leading industrial estate developer and operator in Thailand with utilities, solar power, and smart city projects in Thailand and overseas.
| Market Cap (THB) | 31.05B |
| Market Cap (USD) | 952.45M |
| Current Price | 27.00 THB |
| 52-Week Range | 12.40 – 27.75 THB |
| P/E (TTM) | 8.39 |
| P/BV | 1.25 |
| Dividend Yield | 4.04% |
| Avg Daily Value | ~432M THB |
AMATA: signs strategic MOU w/ Vietnam’s FPT Corp to jointly develop smart industrial parks covering >150 sq km and host over 1,600 factories and commercial facilities.
Comment: Not entirely certain that there is much Amata is going to benefit from this – but FPT will.
Operates Thailand’s major international airports including Suvarnabhumi, Don Mueang, Phuket, Chiang Mai, Hat Yai and Chiang Rai.
| Market Cap (THB) | 825.00B |
| Market Cap (USD) | 25.31B |
| Current Price | 57.75 THB |
| 52-Week Range | 26.75 – 59.00 THB |
| P/E (TTM) | 45.47 |
| P/BV | 6.14 |
| Dividend Yield | 1.45% |
| Avg Daily Value | ~1,770M THB |
AOT: Government reviews AOT duty-free concession framework
Authorities are reportedly reviewing AOT’s duty-free concession structure as part of broader efforts to improve transparency and optimize airport commercial revenues. While details remain limited, the discussion could have implications for concession economics and airport retail dynamics over the longer term.
Comment: Kingpower’s decline would be a fun story to read about one day
Thai construction and engineering services company focused on civil engineering projects and infrastructure works.
| Market Cap (THB) | 763.00M |
| Market Cap (USD) | 23.41M |
| Current Price | 1.09 THB |
| 52-Week Range | 0.55 – 1.50 THB |
| P/E (TTM) | 8.75 |
| P/BV | 0.37 |
| Dividend Yield | — |
| Avg Daily Value | ~4M THB |
CIVIL: awards reservoir project in Nan province from Royal Irrigation dept total Bt2.44b.
i-Tail Corporation Public Company Limited is a leading Thai manufacturer and exporter of premium wet pet food (pouches and cans) for cats and dogs. It serves global markets with strong growth in the premium pet care segment.
| Market Cap (THB): 47.70 B | Market Cap (USD): ~$1.46 B (at ~THB 32.60/USD) |
| Current Price: THB 16.10 (as of 11 June 2026 close) | 52-Week Range: THB 10.80 – 18.90 |
| P/E Ratio: 15.1 (TTM) | P/BV: 2.6x |
| Dividend Yield: 2.4% (latest indicated) | Avg Daily Value: THB 95M – 160M |
ITC: not concerned on US tariffs aft TH probe under section 301 of US trade act to address forced labour related to fish, 99% of tuna sourced w/in TU’s supply chain is traceable, r/m committed to responsible sourcing, will finalize M&A deal in China in 3Q, aim at better serving local mkt.
Comment: “Responsible sourcing” from a sub of TU…
Provides telecommunications, broadband, media, digital platforms, renewable energy, and technology solutions in Thailand.
| Market Cap (THB) | 10.45B |
| Market Cap (USD) | 320.55M |
| Current Price | 1.26 THB |
| 52-Week Range | 1.06 – 1.75 THB |
| P/E (TTM) | — |
| P/BV | 1.68 |
| Dividend Yield | — |
| Avg Daily Value | ~66M THB |
JAS – The SET imposed an H sign on JAS after the company had yet to clarify details surrounding its acquisition of FIFA World Cup broadcasting rights, reportedly valued at approximately Bt2.3bn. The development highlights strong investor interest in the transaction and reinforces the importance of timely disclosure for material corporate events.
Comment: Why? And then it was lifted…the SET is preventing retail from getting excited about trading stocks…(fine fine call it gambling)
One of Thailand’s largest commercial banks offering retail, SME, corporate banking, treasury, and investment banking services.
| Market Cap (THB) | 492.66B |
| Market Cap (USD) | 15.11B |
| Current Price | 35.25 THB |
| 52-Week Range | 21.00 – 36.00 THB |
| P/E (TTM) | 10.07 |
| P/BV | 1.03 |
| Dividend Yield | 10.40% |
| Avg Daily Value | ~2,490M THB |
KTB – Krung Thai Bank expressed support for efforts to strengthen oversight of Buy Now, Pay Later (BNPL) lending, while maintaining its focus on delivering sustainable returns and prudent risk management. The discussion highlights ongoing regulatory attention on household debt and consumer credit quality as policymakers seek to balance financial stability with economic growth.
Comment: When you see the figures – its ridiculously scary….and SEA (Shopee) is a huge beneficiary of this…whilst the banks/credit card co’s are left holding the defaults.
Major hospitality and lifestyle group operating hotels, restaurants, mixed-use properties and F&B brands across Asia, Europe and the Middle East.
| Market Cap (THB) | 123.18B |
| Market Cap (USD) | 3.78B |
| Current Price | 21.90 THB |
| 52-Week Range | 19.60 – 27.00 THB |
| P/E (TTM) | 16.47 |
| P/BV | 1.37 |
| Dividend Yield | 3.18% |
| Avg Daily Value | ~701M THB |
MINT – Bloomberg reported that Minor International is considering Singapore rather than Hong Kong as a potential listing venue for its Minor Food business. While discussions remain preliminary, a potential IPO could represent a value-unlocking opportunity and reflects continued efforts by Thai corporates to optimize capital structures and access broader regional investor pools.
Comment: Singapore is the place to list, the EQDP is going to push it to a 20x multiple eyes closed.
Thailand’s national carrier providing passenger, cargo, ground services and related aviation businesses domestically and internationally.
| Market Cap (THB) | 193.88B |
| Market Cap (USD) | 5.95B |
| Current Price | 6.85 THB |
| 52-Week Range | 3.32 – 19.40 THB |
| P/E (TTM) | 6.23 |
| P/BV | 2.16 |
| Dividend Yield | 3.11% |
| Avg Daily Value | ~298M THB |
THAI – Plans to retrofit 14 jets to include premium econ seat because young travellers willing to spend more for comfort, Thai Airways said forward bookings have started to soften as consumers become more cautious amid concerns over the economic impact of the Middle East conflict. Management noted that the temporary benefit from disruptions at Gulf aviation hubs is fading as major Middle Eastern carriers restore capacity and compete more aggressively on fares. While premium-cabin demand remains resilient, the comments suggest a more cautious outlook for tourism and travel demand in 2H26.
Comment: If oil prices hit sub 80, this name roars.
Major Thai telecom operator providing mobile, broadband, pay TV, digital platforms, entertainment and business solutions.
| Market Cap (THB) | 476.82B |
| Market Cap (USD) | 14.63B |
| Current Price | 13.80 THB |
| 52-Week Range | 10.10 – 15.00 THB |
| P/E (TTM) | 33.66 |
| P/BV | 5.78 |
| Dividend Yield | 3.26% |
| Avg Daily Value | ~2,524M THB |
TRUE is accelerating its push into AI-enabled digital services through its AI Home platform and TrueX ecosystem. The initiative reflects a broader trend among Thai corporates seeking to move beyond traditional connectivity businesses and monetize AI-driven services, smart-home solutions and ecosystem-based recurring revenue streams.
Comparison Table – 11 June 2026
All data sourced from public market information as of 11 June 2026 close. YTD calculated from 30 Dec 2025 closing prices. For investment decisions, please conduct your own due diligence.