Stocks in the news (advanc, aot, bgrim, cpf, inset, ktc, gulf, jts, scb, true, tu) 07.07.26
ADVANC.BK – Advanced Info Service PCL
Thailand’s largest mobile telecommunications provider with dominant market share in postpaid and prepaid segments. Operates advanced 5G network and delivers digital services, broadband, and enterprise solutions.
| Market Cap (THB) | 1,115,329 M |
| Market Cap (USD) | 33.49 B |
| Current Price (THB) | 375.00 |
| 52-Week Range (THB) | 277.00 – 410.00 |
| P/E (TTM) | 21.96 |
| P/BV | 9.26 |
| Dividend Yield | 9.15% |
| Avg Daily Value (THB) | ~2,700 M |
From 313.00 (30 Dec 2025) to 375.00 (6 Jul 2026)
ADVANC: 2Q26 earnings are expected to remain solid, supported by continued service revenue growth from both mobile and broadband businesses. ARPU should remain resilient through successful upselling of higher-value packages, while lower SG&A expenses are expected to support margin expansion.
AOT.BK – Airports of Thailand PCL
Operator of Thailand’s major international airports including Suvarnabhumi and Don Mueang, providing airport management and related services amid strong tourism recovery.
| Market Cap (THB) | 917,856 M |
| Market Cap (USD) | 27.56 B |
| Current Price (THB) | 64.25 |
| 52-Week Range (THB) | 29.75 – 65.00 |
| P/E (TTM) | 50.72 |
| P/BV | 7.08 |
| Dividend Yield | 1.26% |
| Avg Daily Value (THB) | ~1,500 M |
From ~30.25 (30 Dec 2025) to 64.25 (6 Jul 2026)
AOT: Emirates will add a third daily Dubai–Phuket flight, improving connectivity for passengers from Manchester, Amsterdam, London, Paris and Frankfurt via Dubai, while also strengthening cargo connectivity through additional daytime departures.
Comment: Phuket continues and continues to be one of the best connected international airports in the region.
BGRIM.BK – B.Grimm Power PCL
Independent power producer with a diversified portfolio of gas-fired, renewable, and cogeneration plants across Thailand and the region.
| Market Cap (THB) | 47,967 M |
| Market Cap (USD) | 1.44 B |
| Current Price (THB) | 18.10 |
| 52-Week Range (THB) | 10.20 – 18.50 |
| P/E (TTM) | 57.50 |
| P/BV | 1.30 |
| Dividend Yield | 2.42% |
| Avg Daily Value (THB) | ~500 M |
From ~12.50 (30 Dec 2025) to 18.10 (6 Jul 2026)
BGRIM: Management said the company has a power generation portfolio across15 countries and continues to invest in Smart Grid solutions and alternative fuels to support energy security and Net Zero targets. It is investing in ARUNA X while expanding its solar and wind portfolio in line with Thailand’s Power Development Plan (PDP). Management also expects lower natural gas prices to support SPP margins and improve long-term profitability.
Comment: As well managed as this company is (compared to peers), I just despise the net zero targets implemented by the overlords.
CPF.BK – Charoen Pokphand Foods PCL
Integrated agro-industrial and food company with operations in animal feed, livestock, aquaculture, and processed foods.
| Market Cap (THB) | 182,431 M |
| Market Cap (USD) | 5.48 B |
| Current Price (THB) | 21.70 |
| 52-Week Range (THB) | 18.10 – 24.70 |
| P/E (TTM) | 8.39 |
| P/BV | 0.74 |
| Dividend Yield | 6.0% |
| Avg Daily Value (THB) | ~800 M |
From ~22.75 (30 Dec 2025) to 21.70 (6 Jul 2026)
CPF: The company will retire 163.9mn treasury shares acquired under its share buyback programme, reducing outstanding shares to 8.243bn, effective 8 July.
Comment: I still despise sharebuybacks compared to dividends – but yes there is the tax benefit, though look this capital has just evaporated.
INSET.BK – Infraset PCL
Provider of infrastructure and technology solutions, focusing on digital and IT services for public and private sectors.
| Market Cap (THB) | 3,390 M |
| Market Cap (USD) | 0.10 B |
| Current Price (THB) | 4.22 |
| 52-Week Range (THB) | N/A |
| P/E (TTM) | 18.0 |
| P/BV | N/A |
| Dividend Yield | N/A |
| Avg Daily Value (THB) | ~180 M |
From ~1.63 (30 Dec 2025) to 4.22 (6 Jul 2026)
INSET: Management remains positive on 2H26, supported by revenue recognition from hyperscale data centre investments in Thailand. The company plans to expand into after-sales services to build recurring revenue streams. Cost structures have already been locked in, while management indicated it is bidding for nine new projects and expects a high success rate. Hiring is also being accelerated to support future growth.
KTC.BK – Krungthai Card PCL
Leading credit card issuer and consumer finance company offering credit cards, personal loans, and related financial services.
| Market Cap (THB) | 94,109 M |
| Market Cap (USD) | 2.83 B |
| Current Price (THB) | 36.50 |
| 52-Week Range (THB) | 24.40 – 37.25 |
| P/E (TTM) | 11.86 |
| P/BV | 2.03 |
| Dividend Yield | 4.85% |
| Avg Daily Value (THB) | ~600 M |
From ~27.20 (30 Dec 2025) to 36.50 (6 Jul 2026)
KTC: Local media reported that prominent value investor Pongsak Thamathacharee acquired 20mn KTC shares via a big-lot transaction at an average price ofTHB35/share on 3 July, following the sale of 118mn COM7 shares to PLANB atTHB28.75/share.
Comment: Seems to not be the case…
GULF.BK – Gulf Energy Development PCL
Energy company focused on power generation, including gas-fired plants, renewables, and infrastructure investments.
| Market Cap (THB) | 933,740 M |
| Market Cap (USD) | 28.04 B |
| Current Price (THB) | 62.50 |
| 52-Week Range (THB) | 39.50 – 68.50 |
| P/E (TTM) | 35.11 |
| P/BV | 2.74 |
| Dividend Yield | 1.63% |
| Avg Daily Value (THB) | ~3,000 M |
From ~41.30 (30 Dec 2025) to 62.50 (6 Jul 2026)
GULF: CEO Sarath Ratanavadi sold 3.5mn shares at THB64/share on 3 July. Following the transaction, he continues to hold 617mn shares, representing approximately 4.13% of the company.
Comment: “Oh crap did I get margin called?”
JTS.BK – Jasmine Technology Solution PCL
Technology solutions provider specializing in telecommunications, data centers, and digital infrastructure.
| Market Cap (THB) | 21,835 M |
| Market Cap (USD) | 0.66 B |
| Current Price (THB) | 31.25 |
| 52-Week Range (THB) | 23.00 – 93.50 |
| P/E (TTM) | 4,120 (high due to earnings volatility) |
| P/BV | 26.50 |
| Dividend Yield | 0.00% |
| Avg Daily Value (THB) | ~50 M |
From ~56.80 (30 Dec 2025) to 31.25 (6 Jul 2026)
JTS: The company will hold a bondholders’ meeting on9 July to seek approval for amendments to several debenture series, including waiving default arising from principal repayment, extending maturities, revising repayment terms and increasing coupon rates forJTS254A, JTS272A and JTS282A.
Comment: And another one….
SCB.BK – SCB X PCL
Leading commercial bank offering retail, corporate, and investment banking services with strong digital transformation focus.
| Market Cap (THB) | 516,851 M |
| Market Cap (USD) | 15.52 B |
| Current Price (THB) | 153.50 |
| 52-Week Range (THB) | 102.29 – 153.50 |
| P/E (TTM) | 11.44 |
| P/BV | 1.03 |
| Dividend Yield | 7.65% |
| Avg Daily Value (THB) | ~2,000 M |
From ~139.00 (30 Dec 2025) to 153.50 (6 Jul 2026)
SCB: Partnered with Citi to launch a 24/7 USD clearing solution, enabling real-time cross-border USD payments. The platform is expected to enhance liquidity management flexibility, reduce payment delays and improve transaction efficiency across multiple banking networks.
Comment: One fear we have is that the continued clamping down on international transfers is going to hurt individuals and small businesses from being able to freely do international business/transfers.
TRUE.BK – True Corporation PCL
Major telecommunications and digital services provider offering mobile, broadband, pay TV, and enterprise solutions.
| Market Cap (THB) | 456,088 M |
| Market Cap (USD) | 13.70 B |
| Current Price (THB) | 12.80 |
| 52-Week Range (THB) | 10.10 – 15.00 |
| P/E (TTM) | 32.20 |
| P/BV | 5.32 |
| Dividend Yield | 3.41% |
| Avg Daily Value (THB) | ~1,200 M |
From ~10.24 (30 Dec 2025) to 12.80 (6 Jul 2026)
TRUE: CPG completed the sale of its remaining 2.585% stake in TRUE to UBS AG London Branch in a shareholder-level transaction with no operational impact.
TU.BK – Thai Union Group PCL
Global seafood leader with diversified portfolio including tuna, shrimp, pet food, and value-added products.
| Market Cap (THB) | 45,876 M |
| Market Cap (USD) | 1.38 B |
| Current Price (THB) | 12.00 |
| 52-Week Range (THB) | 9.50 – 14.10 |
| P/E (TTM) | 9.83 |
| P/BV | 0.99 |
| Dividend Yield | 5.93% |
| Avg Daily Value (THB) | ~300 M |
From ~10.43 (30 Dec 2025) to 12.00 (6 Jul 2026)
TU: CFO Ludovic Garnier has stepped down to assume the role of Managing Director, Finance, Ambient Branded, based in Paris, effective6 July 2026, to be closer to his family. A replacement will assume the CFO role from1 September 2026, while President & CEO Thiraphong Chansiri will serve as interim CFO.
Comment: Is this because TU has financial issues? “No way is this true!” Well they have some THB 50 bn in financial debt and apparently make a profit of thb 1-2 bn p.a.
Comparison Table
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| ADVANC.BK | 33.49B | 375.00 | 21.96 | 9.26 | 9.15% | ▲19.8% | View → |
| AOT.BK | 27.56B | 64.25 | 50.72 | 7.08 | 1.26% | ▲112.4% | View → |
| BGRIM.BK | 1.44B | 18.10 | 57.50 | 1.30 | 2.42% | ▲45% | View → |
| CPF.BK | 5.48B | 21.70 | 8.39 | 0.74 | 6.0% | ▼-4.6% | View → |
| INSET.BK | 0.10B | 4.22 | 18.0 | N/A | N/A | ▲158.9% | View → |
| KTC.BK | 2.83B | 36.50 | 11.86 | 2.03 | 4.85% | ▲34.3% | View → |
| GULF.BK | 28.04B | 62.50 | 35.11 | 2.74 | 1.63% | ▲51.4% | View → |
| JTS.BK | 0.66B | 31.25 | 4120 | 26.50 | 0.00% | ▼-45% | View → |
| SCB.BK | 15.52B | 153.50 | 11.44 | 1.03 | 7.65% | ▲10.4% | View → |
| TRUE.BK | 13.70B | 12.80 | 32.20 | 5.32 | 3.41% | ▲25% | View → |
| TU.BK | 1.38B | 12.00 | 9.83 | 0.99 | 5.93% | ▲15% | View → |
Data as of 6 July 2026. For illustrative and educational purposes. Always conduct your own due diligence.