Stocks in the news (aot, bpp, mud, ori, sawad, ssp, tacc, tli) 27.01.26
Airports of Thailand Public Company Limited (AOT) is Thailand’s dominant airport operator, managing six major international airports including Suvarnabhumi, Don Mueang, Chiang Mai, Hat Yai, Phuket, and Chiang Rai.
Key Metrics: Market Cap: THB 735.71B, P/E: 40.76, Dividend Yield: 1.57%
View full analysis on Perplexity Finance →AOT
AOT has stepped up screening for arrivals from India; currently no direct flights from West Bengal or Kolkata, with services only from Mumbai, Delhi, and Ahmedabad
Comment: What up with these bats?
Banpu Power Public Company Limited (BPP.BK) is a leading international power generation company headquartered in Bangkok, Thailand, operating across the Asia-Pacific region including Thailand, Laos, China, Japan, and Vietnam.
Key Metrics: Market Cap: THB 35.66B, P/E: 18.28, Dividend Yield: 4.70%
View full analysis on Perplexity Finance →BPP
SET announced BPP will be removed from the SETESG index effective 29 Jan 2026 due to free float falling below 20%
Mud & Hound Public Company Limited is a Thai investment holding company operating in the restaurant and food & beverage sector, serving as the authorized master franchisee for international brands including Greyhound Café and Le Grand Vefour.
Key Metrics: Market Cap: THB 452.96M, P/E: N/A, Dividend Yield: N/A
View full analysis on Perplexity Finance →MUD
Sold 50% stake in Paris restaurant Le Grand Vefour to Noctis Event (Accor Group) for EUR1.542m (THB56.5m); gain to be booked in 1Q
Comment: A gain? Really? They actually made money on this POS? A gain my left nut, it’s an accounting gain – fake news – the original purchase price was EUR 9 mn or THB 360 mn
Origin Property Public Company Limited is a Thailand-based real estate development company established in 2009 and headquartered in Muang Samut Prakan. The company primarily develops residential properties in Bangkok and surrounding areas.
Key Metrics: Market Cap: THB 4.32B, P/E: 12.57, Dividend Yield: 1.19%
View full analysis on Perplexity Finance →ORI
Issuing two debenture tranches (15M and 36M) with yields 4.9–5.35%, BBB rating, offering period 10–12 Feb.
Srisawad Corporation Public Company Limited is Thailand’s leading micro-finance services provider, offering secured loans collateralized by vehicles (cars, motorcycles, trucks, agricultural vehicles), real estate, and jewelry as collateral.
Key Metrics: Market Cap: THB 43.20B, P/E: 8.78, Dividend Yield: 1.49%
View full analysis on Perplexity Finance →SAWAD
A- credit rating affirmed by Fitch, outlook Stable
Sermsang Power Corporation Public Company Limited is a Thailand-based renewable energy company that operates as a holding company, investing in entities that generate and distribute electricity from renewable sources across Thailand, Japan, Vietnam, Mongolia, and Indonesia.
Key Metrics: Market Cap: THB 3.90B, P/E: 6.12, Dividend Yield: 6.37%
View full analysis on Perplexity Finance →SSP
Plans THB6bn investment in domestic and overseas power projects. Revenue growth expected in 2026 on full-year contribution from LEO 2 and revamped SPN, with baht strength and lower rates supporting funding
T.A.C. Consumer Public Company Limited is a Thailand-based beverage manufacturer and distributor specializing in tea, coffee, and lifestyle products, operating through both business-to-business (B2B) and business-to-consumer (B2C) segments.
Key Metrics: Market Cap: THB 3.27B, P/E: 11.22, Dividend Yield: 7.34%
View full analysis on Perplexity Finance →TACC
Targets 10% revenue growth, driven by new seasonal products at 7-Eleven, overseas expansion, and potential M&A/JV for a new growth curve
Comment: We all like this business and always wonder when CP group is going to kick them out…
Thai Life Insurance Public Company Limited is one of Thailand’s leading life insurance providers, founded in 1942 as the first life insurance company operated by Thai people. The company holds the second-largest market share in Thailand’s life insurance sector with approximately 16% of total premiums written.
Key Metrics: Market Cap: THB 135.11B, P/E: 13.60, Dividend Yield: 4.27%
View full analysis on Perplexity Finance →TLI
Expected to gain health insurance market share after AIA stops selling lump-sum health policies from March (Kaohoon).
Comment: Which other local player is going to gobble up this market share?
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