Asia Plus Group Holdings PCL is a Thai securities house spanning brokerage and derivatives, investment banking, fund management and proprietary trading. Earnings track SET turnover, IB deal flow and trading book marks; the share last printed THB 2.36, off a tick from Wednesday’s 2.38 close, still above the December 2025 print of THB 2.02 and mid-range versus the THB 1.97-2.78 52-week band on a low-teens TTM multiple after 2026 earnings recovered from a thin 2025 base.

Bangkok Commercial Asset Management PCL is Thailand’s listed NPL/NPA manager, buying distressed loans and property from banks and resolving them through collection, restructuring and asset sales, with a developing JV-AMC book. Cash flow is lumpy and rate-sensitive; the share last printed THB 6.85 after giving back Wednesday’s bounce to 6.95-7.00, still a deep discount to book near the THB 6.20 52-week floor and below the December 2025 close of THB 8.00, with a high indicated yield on a high-20s TTM multiple after a soft first-half collection print.

Com7 PCL is Thailand’s leading specialty IT and consumer-electronics retailer, operating BaNANA, Studio 7, iStudio and related multi-brand stores nationwide and selling smartphones, computers, gadgets and accessories plus after-sales and consumer-finance add-ons. High inventory turns and a mid-40s ROE support a premium P/BV; the share last printed THB 30.75 after Wednesday’s 31.00 official close, sitting just under the THB 32.00 52-week high and far above the December 2025 close of THB 19.60 on a mid-teens TTM multiple.

i-Tail Corporation PCL is Thai Union’s listed pet-food specialist, manufacturing and exporting wet and dry cat and dog food plus ambient seafood from Thai plants into the US, Europe and Asia. Cash flow is high-margin branded pet nutrition with a net-cash balance sheet and a high payout; the share last printed THB 16.70, a tick under Wednesday’s 16.80 close, sitting mid-to-upper range versus the THB 13.50-18.20 52-week band and above the December 2025 close of THB 15.10 on a mid-teens TTM multiple.

Grande Asset Hotels and Property PCL is a Thai hotel-and-property group whose flagship assets include The Westin Grande Sukhumvit plus development and rental adjacencies. The name is SP/CB/CS/CC suspended on SET as of this snapshot (last printed THB 0.02) after multi-year losses, defaulted/postponed debentures, a going-concern emphasis of matter and a land-lease dispute that led the board on 22 September 2026 to propose selling Westin operating assets to Rabbit Holdings for up to THB 494.6m, subject to shareholders; Rabbit has said talks remain non-binding. TTM is a loss, book is impaired, and there is no indicated dividend.

Jasmine Technology Solution PCL is a Jasmine-group telecom and ICT name providing broadband, network-construction and technology solutions in Thailand. The equity is a high-beta, tightly held story whose TTM slipped to a loss after a barely-breakeven 2025; the share last printed THB 27.25 after a two-day squeeze (Wednesday +15% to 27.25; today’s range 26.75-28.75), still less than half the December 2025 close of THB 65.00 and far below the THB 93.50 52-week high, so the tape is momentum rather than earnings.

Samart Telcoms PCL, a Samart Corp subsidiary, designs and integrates telecom networks, enhanced-technology systems and business applications for government and enterprise clients in Thailand. Contract timing makes earnings lumpy; TTM profit has compressed versus 2025 and the share last printed THB 3.22 after a 5.2% bounce from Wednesday’s 3.06 close, still well below the December 2025 close of THB 4.16 and the THB 4.66 52-week high, at a discount to book with a mid-single-digit indicated yield.

Thaicom PCL is Thailand’s listed satellite operator (Gulf Edge is the largest holder), providing broadcast and broadband capacity plus related telecom services. Cash flow follows transponder utilisation, new-satellite capex and government/USO work; the share last printed THB 9.95, a tick under Wednesday’s 10.00 close, above the December 2025 close of THB 8.65 and mid-range versus the THB 7.60-14.20 52-week band on a mid-teens TTM multiple after earnings recovered from a thin 2025 base. No regular dividend is indicated.

WHA Corporation PCL is Thailand’s leading industrial-estate and logistics-platform developer, selling and leasing land and warehouses, operating utilities and industrial services, and recycling cash through WHAIR/WHART plus a data-centre and utilities adjacency. The share last printed THB 4.80 after Wednesday’s 4.82 close, still near the top of a strong 2026 rerating from the December 2025 close of THB 3.18, mid-range versus the THB 3.08-5.60 52-week band on a high-teens TTM multiple and a mid-single-digit indicated yield; it remains one of the SET’s most actively traded names.

Please give this Somtum Waffle a tip 🙏🧇