Stocks in the news (awc, jmart, thai) 09.07.26
AWC.BK – Asset World Corp PCL
Asset World Corp Public Company Limited invests in, develops, and manages real estate properties in Thailand, operating through Hotel and Related Services, and Rental and Commercial Building segments. It owns hotels, lifestyle destinations, community malls, and mixed-use properties.
| Market Cap (THB) | 83.27B |
| Market Cap (USD) | 2.50B |
| Current Price (THB) | 2.60 |
| 52-Week Range | 1.85 – 2.80 |
| P/E (TTM) | 13.00 |
| P/BV | 0.85 |
| Dividend Yield | 3.20% |
| Avg Daily Value (THB) | ~150M |
From 2.09 (end-2025 close) to 2.60
AWC expanded its partnership with Universal Destinations & Experiences to develop new attractions in Bangkok and Pattaya, while Tomorrowland Thailand 2026 has reportedly sold more than 150,000 tickets. Separately, airlines and aviation groups urged the government to collect the proposed THB300 tourism fee through the Thailand Digital Arrival Card (TDAC) rather than airline booking systems, with IATA warning that additional travel charges could weigh on Thailand’s tourism competitiveness.
Comment: AWC simply needs that REIT…get it done…
JMART.BK – Jaymart Group Holdings PCL
Jaymart Group Holdings Public Company Limited engages in the wholesale and retail of mobile phones, accessories, and gadgets in Thailand. It also operates in debt collection, rental, property development, and related fintech and e-commerce businesses.
| Market Cap (THB) | 14.42B |
| Market Cap (USD) | 0.43B |
| Current Price (THB) | 9.80 |
| 52-Week Range | 5.80 – 10.90 |
| P/E (TTM) | 18.41 |
| P/BV | 0.79 |
| Dividend Yield | 2.73% |
| Avg Daily Value (THB) | ~190M |
From ~6.45 (end-2025 close) to 9.80
JMART will join the SET100 effective after the close on 10 July, replacing JTS following its bond payment default.
Comment: Lucky 8uggers, insta bids coming in. Funnymentals ftw.
THAI.BK – Thai Airways International PCL
Thai Airways International Public Company Limited is Thailand’s national flag carrier airline. It provides passenger, freight, and mail services along with related ground support, catering, and transportation activities.
| Market Cap (THB) | 176.90B |
| Market Cap (USD) | 5.31B |
| Current Price (THB) | 6.25 |
| 52-Week Range | 5.25 – 19.40 |
| P/E (TTM) | 5.67 |
| P/BV | 2.00 |
| Dividend Yield | 3.36% |
| Avg Daily Value (THB) | ~300M |
From ~6.95 (end-2025 close) to 6.25
THAI: Thai Airways has reduced fares by around 20–30% on selected routes from early July to strengthen competitiveness. The reductions cover both base fares and fuel surcharges.
Comment: Well there you go…now lets see about the SET50 and the unlocking of other shareholders in August
Comparison Table
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| AWC.BK | 2.50B | 2.60 | 13.00 | 0.85 | 3.20% | ▲ 24.5% | View → |
| JMART.BK | 0.43B | 9.80 | 18.41 | 0.79 | 2.73% | ▲ 52% | View → |
| THAI.BK | 5.31B | 6.25 | 5.67 | 2.00 | 3.36% | ▼ -10% | View → |
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