Stocks in the news (aot, advice, sak) 07.05.26
Airports of Thailand Public Company Limited operates and develops major airports in Thailand, including Suvarnabhumi and Don Mueang International Airports, providing comprehensive airport services and infrastructure.
AOT’s decision to raise international passenger service charges to THB1,120 effective 20 June 2026 — with management expecting no meaningful impact on demand — reinforces that pricing power remains intact in select sectors.
Comment: License to print $
Advice IT Infinite Public Company Limited engages in the retail and wholesale of IT products, mobile phones and accessories in Thailand. It operates through Retail, Wholesale, and Services segments, offering maintenance services as well.
ADVICE: upbeat outlook from healthy demand for IT hardware, positive feedback on MacBook NEO and iPhone 17e, raised prices of memory products by 50% to reflect higher costs, sees adequate supplies through year-end
Comment: And the inventory gain.
Saksiam Leasing Public Company Limited provides hire-purchase financing, personal loans, and nano finance services in Thailand. The company also engages in sales of drone equipment and renewable energy solutions like solar power.
SAK keeps FY loan growth target at 10%, supported by strong demand for solar rooftop financing, targets 500-600 households onboard by year-end.
Comment: Was hoping for more from this company, but until the BOT allows banks to start flushing the country w/ liquidity…nothing much is happening.
Summary Table
Thai Equities Comparison Table (as of 6 May 2026)
| Ticker | Current Price | YTD 2026 | 3M Trend | Consensus Rating | Analysis Link |
|---|---|---|---|---|---|
| AOT | THB 53.25 | +0.5% | 📈 | Buy | View → |
| ADVICE | THB 6.05 | +3.4% | 📈 | Hold | View → |
| SAK | THB 3.14 | -5.4% | 📉 | Hold | View → |
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