Stocks in the news (aot, bgrim, siri) 08.05.26
Airports of Thailand Public Company Limited, together with its subsidiaries, engages in the airport business in Thailand. It manages and operates major international airports including Suvarnabhumi and Don Mueang, along with hotel operations, ground aviation services, security services, and perishable goods projects.
AOT TB: Airports of Thailand (AOT) will raise the international passenger service charge from Bt730 to Bt1,120 from June 20 at six airports. The higher departure fee will apply only to international passengers travelling through Suvarnabhumi, Don Mueang, Chiang Mai, Mae Fah Luang Chiang Rai, Phuket and Hat Yai airports. Singapore passenger is about Bt1,600, citing AOT president Paweena Jariyathitipong.
Comment: And they’re going to do massive CAPEX.
B.Grimm Power Public Company Limited, together with its subsidiaries, engages in the development, financing, construction, and operation of green-field power plants in Thailand and internationally. The company operates through Electricity Generating and Other Businesses segments, focusing on gas, renewable, and related energy infrastructure.
BGRIM and partner (Digital Edge) secured $880m Green loan (Bt28b) to finance development 100mw data center in EEC area.
Comment: I wonder what the capex is per MW, I’ve heard it ranges between USD 5mn-USD 10 mn (the higher figure from GULF). Assuming BGRIM is doing this at the higher range as well given the loan value.
Sansiri Public Company Limited, together with its subsidiaries, engages in the property development business in Thailand. It focuses on residential properties including single-detached houses, townhomes, and condominiums in Bangkok and key provinces, along with building management and real estate brokerage services.
SIRI keeps FY SDH sales target at Bt21b after logged Bt8b 4M26, will kick-off presales of Bt3b upmarket SDH project Setthasiri Great Wongwaen-Chatuchot ON May 9-10.
1Q recap
- GULF: Bt9.11b +38% yoy, beats Bt8.56b consensus.
- GPSC: Bt1.71b +50% yoy, beats Bt1.47b consensus.
- TIDLOR: Bt1.61b +35% yoy, beats Bt1.36b consensus.
- OR: Bt2.41b -44% yoy; missed Bt2.64b consensus.
- WHART: Bt674m +1.3% yoy.
- CPI: Bt75m +57% yoy.
- UPOIC: Bt79m +120% yoy.
- CPW: Bt43m +79% yoy.
- TOP & CPAXT will report today, Bt14.33b & Bt2.54b consensus.
Summary Table
Thai Equities Comparison Table (as of 7 May 2026)
| Ticker | Company | Current Price (THB) | YTD 2026 | 3M Trend | Consensus Rating | Market Cap (THB) | P/E (TTM) | Div Yield | Analysis |
|---|---|---|---|---|---|---|---|---|---|
| AOT | Airports of Thailand | 52.75 | -0.5% | 📉 | Hold | 753.6B | 42.7 | 1.5% | Link → |
| BGRIM | B.Grimm Power | 13.80 | -2.1% | 📈 | Buy | 36.0B | 47.6 | 3.1% | Link → |
| SIRI | Sansiri | 1.41 | +5.2% | 📈 | Buy | 24.7B | 5.9 | 9.3% | Link → |
Data sourced from SET, Yahoo Finance & market reports as of 7 May 2026 close. 3M trend visual based on recent momentum.
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