Stocks in the news (aot, bem, stecon, thai, thcom) 21.08.26
Airports of Thailand Public Company Limited operates and manages Thailand’s major international and domestic airports, including Suvarnabhumi, Don Mueang, Phuket, Chiang Mai and others, generating revenue from aeronautical and non-aeronautical services.
| Market Cap (THB): 953.57B | Market Cap (USD): ~$29.07B (at ~THB 32.80/USD) |
| Current Price: THB 66.75 (as of 20 August 2026 close) | 52-Week Range: THB 35.00-67.25 |
| P/E Ratio: 51.0 (TTM) | P/BV: 7.0x |
| Dividend Yield: 1.22% (latest indicated) | Avg Daily Value: THB 1,800M-2,200M |
AOT : Former MP Charnchai Issarasenarak has petitioned the parliamentary budget committee to investigate AOT’s 10-year duty-free and commercial concession amendments with King Power, claiming the changes could reduce AOT’s returns by Bt18bn/year. The petition cited NACC warnings and Cabinet acknowledgment of the potential revenue impact, although AOT proceeded with the revised terms and notified SET.
Comment: …………….. What a numnut…. What’s the political game here….
Bangkok Expressway and Metro Public Company Limited operates expressway concessions and mass rapid transit (MRT) systems in Bangkok, including the Blue and Purple lines, together with related commercial development.
| Market Cap (THB): 108.59B | Market Cap (USD): ~$3.31B (at ~THB 32.80/USD) |
| Current Price: THB 7.25 (as of 20 August 2026 close) | 52-Week Range: THB 4.84-7.35 |
| P/E Ratio: 27.6 (TTM) | P/BV: 2.7x |
| Dividend Yield: 2.07% (latest indicated) | Avg Daily Value: THB 250M-350M |
BEM : BEM and the Expressway Authority of Thailand have added an Easy Pass lane at Chiang Rak toll plaza on the Udon Ratthaya Expressway, with the aim of improving traffic flow and convenience.
Stecon Group Public Company Limited is a leading Thai engineering and construction group engaged in infrastructure, utilities, power and transportation projects, as well as related manufacturing and services.
| Market Cap (THB): 28.41B | Market Cap (USD): ~$0.87B (at ~THB 32.80/USD) |
| Current Price: THB 18.70 (as of 20 August 2026 close) | 52-Week Range: THB 5.25-19.80 |
| P/E Ratio: 11.8 (TTM) | P/BV: 1.4x |
| Dividend Yield: 2.9% (latest indicated) | Avg Daily Value: THB 400M-600M |
STECON : Plans to bid for three data-centre construction projects worth a combined Bt49.8bn, on top of Bt13.2bn of existing data-centre orders as of June. Management remains bullish on Thailand’s data-centre pipeline and is also discussing potential JVs to invest in new projects. Data centres are becoming an increasingly meaningful growth engine for STECON, helping diversify its Bt116.4bn backlog beyond traditional infrastructure.
Comment: And the downstream player of this is INSET.
Thai Airways International Public Company Limited is Thailand’s national full-service airline, providing passenger, cargo and related aviation services on domestic and international routes following its successful business rehabilitation.
| Market Cap (THB): 164.16B | Market Cap (USD): ~$5.01B (at ~THB 32.80/USD) |
| Current Price: THB 5.80 (as of 20 August 2026 close) | 52-Week Range: THB 5.25-15.20 |
| P/E Ratio: 8.1 (TTM) | P/BV: 2.0x |
| Dividend Yield: 3.62% (latest indicated) | Avg Daily Value: THB 500M-800M |
THAI : Partners with King Mongkut’s University of Technology North Bangkok to develop an international-standard aircraft engineering programme, including practical training opportunities for students. The initiative supports THAI’s longer-term fleet and operational expansion by helping build a skilled aviation/MRO workforce.
Comment: It’s needed for Thailand to remain a half-decent hub.
Thaicom Public Company Limited provides satellite transponder capacity and related telecommunications services, internet and media solutions, and other digital connectivity offerings across Thailand and the Asia-Pacific region.
| Market Cap (THB): 12.39B | Market Cap (USD): ~$0.38B (at ~THB 32.80/USD) |
| Current Price: THB 11.40 (as of 20 August 2026 close) | 52-Week Range: THB 7.60-14.20 |
| P/E Ratio: 19.7 (TTM) | P/BV: 1.1x |
| Dividend Yield: 0.0% (latest indicated) | Avg Daily Value: THB 100M-200M |
THCOM : Partners with the Ministry of Natural Resources and Environment to apply satellite technology and AI to natural-resource and environmental management. The initiative highlights THCOM’s expanding role in satellite-based geospatial intelligence and AI applications beyond traditional satellite services.
Comment: As I am one of those playing w/ AI on a daily basis. Just imagine…this is the worst it’s going to be, everyday going forward AI is going to improve. We could be coming to such a beautiful world…but the path could be messy.
Comparison Table (as of 20 August 2026 | USD/THB 32.80)
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