Stocks in the news (aot, ccet, centel, ichi) 30.04.26
Airports of Thailand Public Company Limited is a Thailand-based company, which is engaged in airport management business, hotel business, ground aviation services, security business and manages the project on perishable goods business.
AOT: China-based Spring Airlines plans to increase flights from Shenzhen to Phuket to daily from the current four weekly flights by September.
Comment: More flights.
Cal-Comp Electronics (Thailand) Public Company Limited, together with its subsidiaries, manufactures a wide range of electronic products including computer peripherals, telecommunication equipment, and automation equipment for global markets.
CCET: Anticipates continued positive momentum this year, supported by lower SG&A expenses and the absence of a THB200mn loss from the closure of its Yueyang factory. New AI server racks, expected to be launched in 4Q, should support both sales and gross margins.
Comment: And the facilities have been shifting more and more to Thailand
Central Plaza Hotel Public Company Limited, together with its subsidiaries, engages in the hotel and resort business, operating properties in Thailand, the Maldives, and Japan.
CENTEL: Expected to report a strong 1Q, driven by higher occupancy and RevPar from hotels in the Maldives and Japan. Additional gains of THB1.4bn are anticipated from the disposal of Centara Grand Osaka to a trust fund, while continuing to manage the property under a leaseback agreement.
Comment: Let’s see how far the share price can fall before I can nibble again.
Ichitan Group Public Company Limited engages in the manufacture and sale of non-alcoholic beverages, such as ready-to-drink green tea, herbal drinks, and other beverages in Thailand and internationally.
ICHI: The Street expects 1Q26 net profit of THB283mn (+9% QoQ, +15.5% YoY). Revenue is expected to recover slightly QoQ due to the onset of summer, while YoY growth is supported by record-high alkaline water sales (THB250mn) and a recovery in OEM revenue from a low base.
Comment: Blah blah, “we lost coconut oem biz and now dunno what to do”
Summary Table
Thai Equities Comparison Table (as of 29 Apr 2026)
| Ticker | Current Price (THB) | YTD 2026 | 3M Trend | Consensus Rating | Analysis |
|---|---|---|---|---|---|
| AOT | 51.00 | -3.3% | 📉 | Hold | View → |
| CCET | 6.15 | +36.1% | 📈 | Buy | View → |
| CENTEL | 31.25 | -8.8% | 📉 | Hold | View → |
| ICHI | 12.40 | +12.7% | 📈 | Buy | View → |
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