Stocks in the news (aot, cpn, siri, scb, sprc, ptg, thai, true) 15.06.26
Operates and manages Thailand’s major airports including Suvarnabhumi (BKK) and Don Mueang (DMK). Primary beneficiary of strong tourism recovery and rising international air travel in ASEAN.
| Market Cap (THB) | 850.0 Billion | Market Cap (USD) | 26.07 Billion |
| Current Price | 58.00 THB | 52-Week Range | 26.75 – 59.00 THB |
| P/E (TTM) | 25.5 | P/BV | 2.6 |
| Dividend Yield | 1.6% | Avg Daily Value (3M) | 2,456 Million THB |
AOT said it sees no operational issues handling increased travel demand during the 15-day mourning period and remains positive on the aviation outlook. Management expects passenger traffic to remain strong, is continuing discussions with airlines on winter flight schedules, and said the planned increase in passenger service charges to THB 1,120 is proceeding as expected.
Thailand’s leading retail property developer and manager. Owns and operates a high-quality portfolio of shopping malls and mixed-use complexes under the Central brand across key urban locations.
| Market Cap (THB) | 294.0 Billion | Market Cap (USD) | 9.02 Billion |
| Current Price | 65.50 THB | 52-Week Range | 41.00 – 70.50 THB |
| P/E (TTM) | 18.5 | P/BV | 1.8 |
| Dividend Yield | 3.3% | Avg Daily Value (3M) | 450 Million THB |
CPN expects stronger earnings momentum in 2H26, supported by residential project completions and the opening of new retail developments, while management is also considering potential asset recycling through CPNREIT.
Comment: Hey Asset World – go and learn from this.
One of Thailand’s largest residential real estate developers specializing in condominiums, townhouses, and single-family homes across Bangkok and major provincial locations.
| Market Cap (THB) | 24.8 Billion | Market Cap (USD) | 0.76 Billion |
| Current Price | 1.41 THB | 52-Week Range | 1.11 – 1.60 THB |
| P/E (TTM) | 10.5 | P/BV | 0.8 |
| Dividend Yield | 3.5% | Avg Daily Value (3M) | 80 Million THB |
One of Thailand’s largest and oldest commercial banks offering retail banking, wealth management, corporate banking, and digital financial services through an extensive branch and digital network.
| Market Cap (THB) | 461.3 Billion | Market Cap (USD) | 14.15 Billion |
| Current Price | 140.00 THB | 52-Week Range | 115.00 – 149.50 THB |
| P/E (TTM) | 9.5 | P/BV | 1.1 |
| Dividend Yield | 4.0% | Avg Daily Value (3M) | 1,800 Million THB |
Sansiri and SCB are partnering to advance a paperless organization roadmap, supporting digital transformation, operational efficiency and sustainability initiatives across business operations.
Operates a major oil refinery complex in Thailand producing gasoline, diesel, jet fuel, and other petroleum products for domestic consumption and export markets.
| Market Cap (THB) | 30.4 Billion | Market Cap (USD) | 0.93 Billion |
| Current Price | 7.00 THB | 52-Week Range | 6.50 – 9.50 THB |
| P/E (TTM) | 8.5 | P/BV | 1.2 |
| Dividend Yield | 4.5% | Avg Daily Value (3M) | 150 Million THB |
SPRC is accelerating its transition toward an integrated energy platform by combining refining and retail operations. The company plans to expand its Caltex network by around 200 stations over the next few years from the current 530 stations, supporting a more balanced wholesale-retail mix and improving cash flow resilience during periods of energy price volatility.
Comment: And now we’ll see what happens to margins…or nothing…is Iran really finished?
Operates one of Thailand’s largest networks of gas stations and convenience stores under the PTG brand, offering fuel, lubricants, and retail services nationwide.
| Market Cap (THB) | 12.3 Billion | Market Cap (USD) | 0.38 Billion |
| Current Price | 7.35 THB | 52-Week Range | 5.50 – 8.50 THB |
| P/E (TTM) | 19.5 | P/BV | 1.5 |
| Dividend Yield | 3.0% | Avg Daily Value (3M) | 120 Million THB |
PTG continues to expand marketing initiatives around the 2026 World Cup and remains confident in growth across its non-oil businesses. The company plans to invest THB 1.5–2.0 billion to support future expansion.
Comment: I wouldn’t be surprised to see oil prices in the high 60s and then the usual anti high-oil prices plays come in.
Thailand’s national flag carrier providing full-service passenger and cargo air transport on extensive domestic and international routes with a major hub at Suvarnabhumi Airport.
| Market Cap (THB) | 191.1 Billion | Market Cap (USD) | 5.86 Billion |
| Current Price | 6.90 THB | 52-Week Range | 3.32 – 19.40 THB |
| P/E (TTM) | 6.14 | P/BV | 1.4 |
| Dividend Yield | — | Avg Daily Value (3M) | 290 Million THB |
THAI expects to resume normal flight schedules across all routes from July 2026 onward, supported by lower aviation fuel prices, improving fleet utilization and stronger connectivity through the Star Alliance network.
Comment: Boom – fly me to the moon.
Leading integrated telecommunications provider in Thailand offering mobile, broadband internet, pay-TV, and digital services via extensive 4G/5G and fiber-optic networks.
| Market Cap (THB) | 210.0 Billion | Market Cap (USD) | 6.44 Billion |
| Current Price | 14.00 THB | 52-Week Range | 10.10 – 15.00 THB |
| P/E (TTM) | 48.9 | P/BV | 2.2 |
| Dividend Yield | 1.4% | Avg Daily Value (3M) | 1,810 Million THB |
TRUE expands its AI ecosystem through AI Home, TrueX and AIoT solutions while pursuing growth opportunities in Vietnam, reflecting management’s strategy to develop AI-driven services and new revenue streams beyond traditional telecom operations.