ADVANC: Holds a briefing today at 10:30am on plans for its virtual bank unit.

Comment: I just see this continually being better for KTB than the other 2 partners. KTB has a ridiculous amount of potential…

BAFS: The company established BAFS Clean Energy Corporation Co., Ltd. (BC), a wholly owned subsidiary, to expand investments in renewable energy and environmental businesses.

BE8: A consortium comprising BE8, Vanila & Friend and Snap-In Solutions signed an agreement with Thailand Post to develop the “Postman Cloud” platform aimed at enhancing services through information logistics and digital solutions.

Comment: Well…let’s see. This name isn’t performing as well as every retail investor hoped back during 2021-2022. Because it’s not a “tech” company, it’s a Thai version of Accenture….

BIZ: Signed procurement contracts with three hospitals to supply linear accelerators and radiation oncology equipment for cancer treatment, with a combined contract value of THB461.9mn. 

Comment: I’ve always liked the space this company is in.

BTG: The company showcased its integrated supply chain management capabilities at THAIFEX – Anuga Asia 2026 under the theme “Serving Better Food to the World.” BTG also reiterated its commitment to expanding its food portfolio through innovation to meet evolving consumer and business partner demand, supporting its ambition to become a global food solutions provider.

Comment: It’s a YUGE event. Suggest if you’re in BKK to head out and have a look, this is one of the few industries that China won’t beat Thailand in.

CPF: The company said it aims to continue supplying high-quality protein products to global markets despite geopolitical uncertainty, while strengthening Thailand’s role in global food security. CPF added that Thailand should invest in irrigation systems to help farmers increase crop cycles, lower production costs across the supply chain and explore new export markets.

INSET: Sees positive momentum carrying into 2Q26, supported by a THB5bn outstanding backlog from data center projects pending recognition. Management also maintained a positive outlook from rising demand for digital infrastructure expansion related to AI and cloud services. The company is currently bidding for hyperscale projects worth THB6.5bn, with results expected within 3Q26 

JR: Maintains FY26 revenue growth target of 10-15%, supported by a THB6bn backlog of EPC contracts and turnkey projects pending recognition. The company also expects to secure subcontract work for wind power projects worth THB700-800mn in 2H26.

TRUE: Reported that usage of the Pao Tang app across the True and DTAC networks during registration for the govt’s co-pay stimulus scheme on May 25 surged 1,864% from normal usage levels. The company deployed AI-driven autonomous network technologies and intelligent traffic management systems to strengthen network performance and support large-scale national digital platforms during key national events.

VGI & PLANB: VGI continued strengthening its strategic partnership with PlanB through the development of new media packages and marketing solutions by combining the media assets of both companies. The collaboration was further reinforced through VGI’s investment in PlanB, resulting in a 24.1% shareholding as of Apr 21, 2026.

Comment: Yawn…let’s just see when they decide to play around w/ their share prices.

Comparative Overview

Ticker	Mkt Cap (USD)	Price (THB)	P/E (TTM)	P/BV	Div Yield	YTD 2026	Analysis
ADVANC.BK	$32.2B	353.00	20.7	8.7x	4.7%	▲ +5.2%	View →
BAFS.BK	$0.17B	8.45	31.5	1.0x	3.9%	▲ +2.1%	View →
BE8.BK	$0.04B	4.86	23.1	1.5x	0.8%	▲ +5.1%	View →
BIZ.BK	$0.09B	5.15	7.8	2.8x	9.7%	▲ +42.6%	View →
BTG.BK	$1.19B	20.30	6.7	1.2x	7.4%	▲ +19.8%	View →
CPF.BK	$4.51B	19.30	7.3	0.6x	6.6%	▲ +10.3%	View →
INSET.BK	$0.08B	3.14	36.8	2.5x	1.3%	▲ +85.5%	View →
JR.BK	$0.04B	1.68	13.4	1.2x	2.3%	▲ +1.4%	View →
TRUE.BK	$14.6B	13.90	34.4	2.5x	1.7%	▲ +8.0%	View →
VGI.BK	$0.58B	0.91	217.5	0.5x	1.5%	▲ +4.2%	View →
PLANB.BK	$0.60B	4.20	16.0	3.0x	5.0%	▲ +7.8%	View →

Data sourced from public market feeds and company disclosures as of 26 May 2026 close. Market caps converted at USD/THB 32.60. YTD calculated from last trading day of 2025.

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