Stocks in the news (asw, awc, sjwd) 13.07.26
Assetwise Public Company Limited
Property developer focused on condominiums and horizontal residential projects (single houses, townhomes, home offices) across Thailand. Also invests in digital assets, health & beauty, and entertainment businesses.
| Market Cap (THB) | 6.66B |
| Market Cap (USD) | 199.9M |
| Current Price | 7.40 THB |
| 52-Week Range | 4.90 – 8.20 THB |
| P/E (TTM) | 5.97 |
| P/BV | 0.73 |
| Dividend Yield | 6.76% |
| Avg Daily Value | ฿3.7M |
ASW: Using beauty pageant sponsorships as an ESG-driven branding strategy. Provides condominium residences to pageant winners, who act as year-round brand ambassadors to promote its lifestyle-focused residential projects.
Comment: Beauty pageants = ESG? Ok they’re pivoted well.
Asset World Corp Public Company Limited
Thailand’s leading integrated lifestyle real estate group (TCC Group). Develops and manages hotels, luxury resorts, commercial buildings, retail spaces, F&B destinations and MICE venues across prime locations in Thailand.
| Market Cap (THB) | 82.63B |
| Market Cap (USD) | 2,481.3M |
| Current Price | 2.58 THB |
| 52-Week Range | 1.86 – 2.80 THB |
| P/E (TTM) | 12.91 |
| P/BV | 0.82 |
| Dividend Yield | 3.10% |
| Avg Daily Value | ฿145M |
AWC: Investing Bt8bn to transform Asiatique The Riverfront into a global entertainment and cultural destination. Key projects include a Bt2bn carbon-neutral cable car, MONA Bangkok art museum, and Avatar-themed immersive attractions.
Comment: That’s great and all, and they’ve obviously been on a PR campaign this entire year – but where’s that REIT.
SCGJWD Logistics Public Company Limited
Integrated logistics and supply chain solutions provider offering in-land and overseas freight, warehousing, distribution, and end-to-end logistics services across Thailand and international routes.
| Market Cap (THB) | 15.48B |
| Market Cap (USD) | 465.0M |
| Current Price | 8.55 THB |
| 52-Week Range | 6.40 – 10.80 THB |
| P/E (TTM) | 14.0 |
| P/BV | 0.65 |
| Dividend Yield | 4.8% |
| Avg Daily Value | ฿30M |
SJWD: Customers increasingly prioritize supply-chain reliability over cost, benefiting SJWD’s integrated transport network. Management expects 2Q26 earnings growth QoQ, supported by auto-sector recovery and stronger logistics demand. Expansion plans include warehouses, EV trucks, and a digital logistics platform that could save Bt100-150mn annually, supporting profits from 2027.
Comment: I do still wonder about how Thai logistics companies can continue to scale further.
SPCX (SpaceX DRs): The SET launches new Depository Receipts (DRs) linked to SpaceX on 13 July 2026, allowing Thai investors to gain exposure using THB through local brokers. Five DR tickers will be available: SPACEX01 (BLS), SPACEX03 (Pi), SPACEX06 (KKPS), SPACEX23 (InnovestX), SPACEX80 (KTB).
Comment: Whilst not a thai stock per se…buy it for your children/grandchildren.
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