Stocks in the news (advanc, scc) 14.05.26
Advanced Info Service Public Company Limited operates as Thailand’s leading telecommunications company, offering mobile phone services, broadband internet, data network solutions, digital marketing, cloud services, and enterprise IT solutions primarily in Thailand.
ADVANC: The company launched “AIG 5G VIP Ultra,” a premium and personalized postpaid package. The move emphasizes lifting ARPU within the postpaid segment—which is less price-sensitive—by offering “next-level” connectivity speeds and exclusive privileges.
Comment: Thailand has been the ultimate K-economy for the past 15 years…
The Siam Cement Public Company Limited operates in the cement and building materials, chemicals, packaging, and related industrial businesses in Thailand and internationally through its diversified segments.
SCC: Management’s outlook for 2Q aims to boost 1H26 performance by aggressively adjusting its supply chain strategy to target areas outside the Strait of Hormuz. Driven by favorable petrochemical prices due to shortages, the focus is on maintaining high-value product lines and leveraging the LSP project’s ethane energy model to reduce costs. Clarity regarding the SCGC/PTTGC collaboration deal is expected in approximately five months.
Comment: National petchem company coming, now let’s just see if IRPC is included in the mix. Note that PTTGC get’s it raw mat from the gulf of thailand – no risk from Iran supply wise, just pricing.
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Comparison Table (as of 13 May 2026, USD/THB at 32.40)
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