Stocks in the news (aot, centel, ktc, mtc, ptg, scc, samtel, tse, uniq) 24.04.26
Airports of Thailand Public Company Limited operates and manages major international and domestic airports in Thailand, including key hubs such as Suvarnabhumi and Don Mueang International Airports, along with aviation services, retail, and hotel operations.
AOT: ITA Airways confirmed an increase in flights from Rome to Bangkok from 3 to 5 weekly during the 2026 summer peak, reflecting stronger demand for direct SEA connections.
Comment: Another one.
Central Plaza Hotel Public Company Limited operates hotels, restaurants, and food and beverage businesses in Thailand and internationally, including the Central Plaza Hotel chain.
CENTEL: The Tourism Authority of Thailand (TAT) clarified that measures to screen tourist quality and reduce stays to 30 days align with actual behavior. Longer-stay visas (up to 180 days) remain available. TAT continues to target higher-quality tourists and increased spending per visitor. CENTEL highlights improving Bangkok hotel occupancy in 2Q and plans to roll out aggressive promotions.
Comment: I have my fingers crossed that domestic tourism gets great promotions.
Krungthai Card Public Company Limited is a leading credit card issuer in Thailand, providing credit card services, personal loans, and other financial services under the Krungthai brand.
KTC: Card spending in the fitness category grew +20% y/y, while hospital and beauty spending rose +6% y/y. The company expects health and wellness spending to grow at least 10% this year.
Muangthai Capital Public Company Limited provides vehicle title loans, personal loans, and other microfinance services across Thailand.
MTC: Targets 10–15% FY loan growth, shifting focus from branch expansion to digital channels for deeper market penetration. Exploring broader segment coverage to diversify earnings. Declares THB0.29 DPS (XD: 28 Apr).
PTG Energy Public Company Limited operates a network of petroleum retail stations, convenience stores, and related energy businesses in Thailand.
PTG: In talks to acquire 3–4 F&B businesses to expand its non-oil portfolio, while maintaining cost discipline amid uncertainty.
Comment: One hopes they’ve learnt their lesson from the past.
The Siam Cement Public Company Limited is a diversified industrial conglomerate engaged in cement, building materials, chemicals, packaging, and other businesses.
SCC: Shares fell -8.15% after announcing a temporary suspension of operations at its Vietnam unit, Long Son Petrochemicals, in May due to feedstock constraints. While not unexpected—given similar cuts in North Asia and Singapore—the market reaction suggests otherwise.
Comment: Those that visited the VN plant a few months ago knew that this was going to happen. Plus VN is just as exposed as the Philippines to the current energy situation.
Samart Telcoms Public Company Limited is engaged in telecommunications, communication networks, IT solutions, and related services in Thailand.
SAMTEL: Secured an ERP project for AOT worth THB3.27bn.
Thai Solar Energy Public Company Limited is engaged in the generation and sale of electricity from solar energy projects in Thailand.
TSE: Local fund BBLAM divested its entire 45.75% stake on 21 Apr.
Comment: Another exit for BBLAM.
Unique Engineering and Construction Public Company Limited engages in construction contracting, infrastructure projects, and real estate development in Thailand.
UNIQ: Expects income streams to improve following the start of construction on the MRT Light Red Line (Siriraj–Talingchan–Salaya). Positive momentum is expected through completion in 2029, with the Orange Line targeted for completion in 2030.
Comment: Well…a change in government = a loss of the potential concession.
Exotic Food Public Company Limited manufactures and distributes premium canned seafood, ready meals, and pet food products, with strong export presence in Europe and Asia.
XO: Management unveiled its JUMP+ plan, targeting average sales growth of 5% and a strong recovery in 2H26. The company is investing THB1.3bn in a new factory in Laem Chabang, increasing capacity to at least 43,905 tons per year.
Comment: Disappoint low growth.
Summary Table
Thai Stocks Comparison Table (as of 23 April 2026)
| Ticker | Current Price (THB) | YTD 2026 | 3M Trend | Consensus Rating | Analysis |
|---|---|---|---|---|---|
| AOT | 54.50 | +2.8% | 📈 | Buy | View → |
| CENTEL | 31.25 | -8.8% | 📉 | Hold | View → |
| KTC | 29.50 | +12.4% | 📈 | Buy | View → |
| MTC | 30.50 | +3.0% | 📈 | Hold | View → |
| PTG | 8.55 | +25.7% | 📈 | Strong Buy | View → |
| SCC | 220 | +19.9% | 📈 | Buy | View → |
| SAMTEL | 3.98 | +5.0% | 📈 | Hold | View → |
| TSE | 1.45 | +8.2% | 📈 | Buy | View → |
| UNIQ | 2.50 | -5.0% | 📉 | Sell | View → |
| XO | 12.50 | +15.4% | 📈 | Buy | View → |
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Paul Renaud
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