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 trades at a deep discount to book near the 52-week low after a 2026 derating from the December 2025 close, still offering a high indicated yield.

B.Grimm Power PCL is a Thai independent power producer supplying electricity and steam from gas-fired SPP/IPP plants and a growing renewable book (solar, wind and hydro) in Thailand and overseas, with a developing data-centre power adjacency. Cash flow is driven by contracted capacity payments, industrial steam and Ft/gas spreads; the share has rerated in 2026 from a depressed December 2025 print but gave back yesterday’s spike toward the 52-week high and is trading mid-teens on a still-elevated TTM multiple.

Cal-Comp Electronics (Thailand) PCL is a New Kinpo Group EMS manufacturer of printers, networking gear, consumer electronics and related components for global OEM customers from Thai plants. Earnings track EMS utilisation and product mix; the share has more than doubled from the December 2025 close on an AI/electronics rerating and now sits below the 52-week high on a stretched TTM multiple.

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 has rerated hard from the December 2025 close and now sits just below the 52-week high on a mid-teens TTM multiple and a mid-single-digit indicated yield.

Central Retail Corporation PCL is Thailand’s largest multi-format retailer, operating department stores, hardline and specialty formats, food and convenience, plus property and overseas retail under the Central umbrella. Earnings track same-store sales, tourist traffic and tenant income; the share has rerated sharply from the December 2025 close toward the top of its 52-week range on a low-20s TTM multiple after a 2025 de-rating.

Gulf Development PCL is Thailand’s leading independent power producer after the Gulf–Intouch amalgamation, owning gas-fired IPP/SPP plants, LNG and a growing renewable book, plus a strategic stake in ADVANC. Earnings mix gas-spread power cash flow with telecom associate income; the 2026 rerating reflects both the combination and a firmer power and infra bid, even after a pullback from the late-August 52-week high.

Krung Thai Bank PCL is a large government-linked Thai commercial bank spanning retail, SME and corporate lending, deposits, cards and related financial services. Earnings are driven by net interest income and credit cost; the name has rerated in 2026 as a high-yield SET bank after a strong move from the December 2025 close and is trading near the early-August 52-week high on a low-teens TTM multiple.

Maguro Group PCL is a Thai multi-brand restaurant operator listed on mai, running Japanese and related F&B concepts (Maguro, Ssamthing Together, Hitori Shabu, Tonkatsu Aoki, Coucou, Bincho, Kiwamiya) across the premium-to-mass range. Earnings are driven by same-store sales and new-branch openings; the share has pulled back from the 52-week high and trades below the December 2025 close on a mid-teens TTM multiple.

PTG Energy PCL is a Thai fuel retailer operating PT service stations nationwide, plus non-oil convenience, LPG, logistics, e-money and renewable-energy investments that supplement thin oil-marketing margins. The share has rerated from the December 2025 close after a mid-September volume spike and now sits mid-range on a stretched TTM multiple as pump margins and non-oil contribution remain the swing factors.

SCG Decor PCL, the SCG Group’s listed tiles and sanitary-ware vehicle, produces and distributes ceramic tiles, bathroom products and related fittings in Thailand, Vietnam and export markets through Decor Surfaces and Bathroom segments. Earnings are cyclical to housing completions and renovation spend; the share trades at a deep discount to book inside a tight 52-week range, with a mid-single-digit indicated yield after a modest 2026 recovery from the December 2025 close.

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