Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from Friday’s 345.00 close, still well below the THB 410.00 52-week high and on a high-teens TTM multiple after a modest rerating from the December 2025 close of THB 313.00. SET’s indicated yield is inflated by the large FY25 cash distribution paid in April 2026; book value per share has compressed versus year-end 2025, so the stock now screens at a very high P/BV on current equity.

True Corporation PCL is the merged True–dtac telecom platform, spanning mobile, fixed broadband, TV/content and digital services under the CP and Telenor/China Mobile shareholder group. Earnings are still in the post-merger integration phase — network opex, spectrum and leverage versus ARPU and broadband net-adds. The share last printed THB 12.90, up THB 0.20 from Friday’s 12.70 close, inside a THB 10.20–15.00 52-week range and on a low-20s TTM multiple after rerating from the December 2025 close of THB 10.90. Morning value was already THB 751M.

Ally Freehold and Leasehold Real Estate Investment Trust is a SET-listed community-mall REIT (not the US auto lender), with freehold and leasehold interests across 15 retail projects including The Crystal cluster, Plearnary Mall, Sammakorn Place sites, Kad Farang Village, The Prime Hua Lamphong and T10. Cash flow is rental and occupancy on suburban and urban community retail; SET does not print a TTM P/E. The unit last printed THB 4.92, a tick under Friday’s 4.94 close and well below the THB 5.50 52-week high, trading at about half of book with a high indicated distribution yield after a recovery from the December 2025 close of THB 4.36. Liquidity is thin versus the large-cap names on this tape.

Asset World Corp PCL is the listed hospitality and mixed-use property platform of the TCC group, owning and operating hotels, retail and commercial assets across Bangkok and key Thai tourist cities. Earnings mix room and F&B recovery with a still-heavy development pipeline and leverage. The share last printed THB 3.32, up 5.73% on heavy morning volume (THB 386M already) and through the prior SET 52-week high of THB 3.18, on a mid-teens TTM multiple after a sharp rerating from the December 2025 close of THB 2.12.

Bangkok Commercial Asset Management PCL is Thailand’s listed NPL/NPA manager, buying distressed loans and property from banks and resolving them through collection, restructuring and asset sales, with a developing JV-AMC book. Cash flow is lumpy and rate-sensitive; the share last printed THB 6.75, a tick under Friday’s 6.80 close and still near the THB 6.20 52-week floor after a 2026 derating from the December 2025 close of THB 8.00. It screens at a deep discount to book with a stretched TTM multiple and a high indicated yield.

Central Retail Corporation PCL is the listed multi-format retail and wholesale platform of the Central group, spanning department stores, hardline and specialty formats, food retail and an omnichannel book in Thailand and selected overseas markets. Earnings track same-store sales, tourist traffic and tenant income. The share last printed THB 30.00, unchanged versus Friday and just under the THB 31.00 52-week high, on a low-20s TTM multiple after a sharp rerating from the December 2025 close of THB 18.00.

PTT PCL is Thailand’s integrated national oil and gas company, spanning upstream (via PTTEP), gas transmission and petrochemicals, oil retail (OR), power and related energy infrastructure. Earnings mix gas-spread and refining/petchem cycles with a high indicated payout. The share last printed THB 42.75, down THB 0.25 from Friday’s 43.00 close and just under the THB 43.75 52-week high, screening as a large-cap SET energy yield name around book after a solid rerating from the December 2025 close of THB 32.00. Morning value was already THB 2.39B.

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