Stocks in the news (aot, bcp, plt) 24.03.26
Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six major international airports including Suvarnabhumi and Don Mueang. The company generates revenue through aeronautical services such as landing and parking fees, as well as non-aeronautical businesses including concession fees, service revenues, and office rentals.
AOT seeing early summer flight booking growth and pushing for more direct routes, though rising airfares could weigh on demand recovery.
Comment: Airfares are nuts, let’s see how long it’ll take to “normalise”
Bangchak Corporation Public Company Limited is a diverse energy conglomerate based in Thailand. Its operations span petroleum refining, marketing through a nationwide network of service stations, renewable energy production via BCPG, bio-based products, and natural resource exploration, following its strategic acquisition of Esso Thailand assets.
BCP flagged a ~30% surge in fuel demand, leading to temporary disruptions at some stations; the situation now easing as refineries ramp up utilisation above normal levels.
Comment: What about your dodgy shareholders?
Bangchak Corporation Public Company Limited is a diverse energy conglomerate based in Thailand. Its operations span petroleum refining, marketing through a nationwide network of service stations, renewable energy production via BCPG, bio-based products, and natural resource exploration, following its strategic acquisition of Esso Thailand assets.
Pilatus Marine Public Company Limited specializes in the marine and land transportation of Liquefied Petroleum Gas (LPG). The company operates a fleet of LPG tankers for domestic and international maritime routes and provides truck transportation services for oil and gas majors across Thailand.
PLT guiding for 7–9% FY26 revenue growth supported by LPG and chemical transport demand.
Summary Table
| Ticker | Current Price | YTD (%) | Trend | Consensus | Analysis |
|---|---|---|---|---|---|
| AOT.BK | THB 48.75 | -8.0% | 📉 | Buy | Link |
| BCP.BK | THB 39.50 | +51.9% | 📈 | Strong Buy | Link |
| PLT.BK | THB 0.51 | -17.7% | 📉 | Hold | Link |
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇