Stocks in the news (amata, bjchi, ccet, com7) 26.02.26
Amata Corporation Public Company Limited is a leading developer and operator of integrated industrial estates in Thailand and Vietnam. The company specializes in planning, developing, and managing “Perfect Cities” that host over 1,500 global manufacturing tenants, while providing essential utility services including power, water, and natural gas distribution.
AMATA’s upbeat on outlook after BOI approved investment promotion to 5 major Chinese firms to produce humanoid-robot component production to supply parts to Tesla Optimus robot with opportunity to supply to other tech co., including Apple, Samsung & Huawei, expects infra readiness attract more land sales as robotic industry require high energy consumption
Comment: Holy Moly! TELSA OPTIMUS ROBOT parts are going to be manufactured in Thailand. I’m going to change my tune on this country…
BJC Heavy Industries Public Company Limited is an integrated engineering, procurement, and construction (EPC) service provider. It specializes in high-quality steel fabrication, modularization, and site erection services for heavy industrial sectors including oil and gas, mining, and power generation on a global scale.
BJCHI announced buyback, up to 17m shares (1.06% of paid-up) under Bt10m budget from Mar 2 till Sept 1,2026.
Comment: And another one
Cal-Comp Electronics (Thailand) Public Company Limited is the largest electronics manufacturing services (EMS) provider in Southeast Asia. A subsidiary of the Kinpo Group, it manufactures a wide array of computer peripherals, telecommunications equipment, and smart appliances for leading global technology brands.
CCET anticipates FY26 turnaround after being undermined by trade war last year, relocation of printer manufacturers as well as HDD & SSD pdcrs to TH expects to boost sales in memories and AI server related pdts.
Comment: Perhaps a slightly weaker baht helps – the capacity expansion story is well known.
COM7 Public Company Limited is Thailand’s leading IT retail chain operator, managing a vast network of stores under brands such as BaNANA, Studio7, and BaNANA Mobile. The company provides a comprehensive range of IT products including smartphones, laptops, and tablets, alongside robust e-commerce and B2B services.
COM7 eyes 10% FY rev growth t/g driven by sales of AI smartphone and IT hardware, Apple 2026 line up (budget MacBook, iPhone 17e, M4 iPad Air, M5 MacBook Air, new MacBook Pros) expects to boost sales, will shut underperforming branches & add 100 new stores by eoy.
Comment: Apple apple apple – nothing else matters.
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