Stocks in the news (aot, eastw, rs) 19.05.26
Airports of Thailand Public Company Limited (AOT) operates Thailand’s primary international airports, including Suvarnabhumi and Don Mueang in Bangkok, as well as Chiang Mai, Phuket, Hat Yai, and Chiang Rai airports. The company provides airport management, ground handling, security services, and commercial operations.
| Market Cap (THB): 750.0B | Market Cap (USD): ~$23.15B (at ~THB 32.40/USD) |
| Current Price: THB 52.50 (as of 18 May 2026 close) | 52-Week Range: THB 26.75–59.00 |
| P/E Ratio: 41.3 (TTM) | P/BV: 5.56x |
| Dividend Yield: 1.54% (latest indicated) | Avg Daily Value: THB 1,800M–2,200M |
AOT: Air India to cut flights on international routes between June-August, including Thailand routes. Delhi-Bangkok flights reduced from 28 weekly to 21 from July, while Mumbai-Bangkok reduced from 13 weekly to 7 from July.
Comment: India has fuel issues, Thailand doesn’t.
Eastern Water Resources Development and Management Public Company Limited (EASTW) develops and manages raw water distribution pipeline systems in Thailand’s Eastern Seaboard. It supplies industrial and raw water, produces tap water, operates wastewater treatment, and provides waterworks management and engineering services.
| Market Cap (THB): 6.0B | Market Cap (USD): ~$0.18B (at ~THB 32.40/USD) |
| Current Price: THB 3.58 (as of 18 May 2026 close) | 52-Week Range: THB 1.57–3.70 |
| P/E Ratio: 89.5 (TTM) | P/BV: 0.50x |
| Dividend Yield: 0.28% (latest indicated) | Avg Daily Value: THB 8M–12M |
EASTW: Sees positive earnings momentum continuing, driven by rising industrial water demand linked to liquid cooling systems for data centers. Company to begin supplying water to one data center client in 2Q26, with two additional clients expected in 2H26. New JV with STECON seen as a potential long-term growth catalyst.
Comment: The upcoming pipeline is far more interesting.
RS Public Company Limited operates in Thailand’s multi-platform commerce, media, entertainment, and music & showbiz businesses through its subsidiaries, focusing on content production, distribution, and related commercial activities.
| Market Cap (THB): 0.35B | Market Cap (USD): ~$10.8M (at ~THB 32.40/USD) |
| Current Price: THB 0.18 (as of mid-May 2026 close) | 52-Week Range: THB 0.13–0.25 |
| P/E Ratio: N/A (TTM) | P/BV: 1.0x (est.) |
| Dividend Yield: N/A | Avg Daily Value: THB 2M–5M |
RS: Failed to pay interest to financial institutions, triggering cross-default clauses on borrowings totaling THB2.87bn. CB (Caution – Business) sign posted on securities, while cash balance trading rule imposed requiring full upfront payment before trading.
Comment: How quickly this name has fallen from grace…
Summary Table
Data sourced from SET, Yahoo Finance and company filings • All figures as of 18 May 2026 close • USD/THB = 32.40
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇