Stocks in the news (BCP) 06.11.26
Company news
Bangchak Corporation Public Company Limited is a Thai integrated energy company engaged in oil refining and marketing (two complex refineries with combined capacity of ~294,000 barrels per day and a network of over 2,000 service stations), clean/renewable power generation (via subsidiary BCPG), bio-based products (via BBGI), and natural resources including upstream oil & gas exploration and production (via OKEA ASA in Norway). The company was founded in 1984 and is headquartered in Bangkok. The share closed at THB 43.50 on 5 November 2026. Market capitalisation is approximately THB 64.06 billion. YTD is strongly positive versus the Dec 30 2025 close of THB 26.00.
| Market Cap (THB): 64.06B | Market Cap (USD): ~$1.92B (at ~THB 33.44/USD) |
| Current Price: THB 43.50 (as of 5 November 2026 close) | 52-Week Range: THB 24.20-60.75 |
| P/E Ratio: 2.9x (TTM) | P/BV: 0.76x |
| Dividend Yield: 9.3% (latest indicated) | Avg Daily Value: THB 926M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote and factsheet (as of 5 Nov 2026 close); paid-up 1,472.64m shares. Avg daily value ≈ 3-month avg volume × last price.
BCP Reported Q3/69 net profit of ฿9,849m (+788.9% YoY, –20% QoQ). Normalised net profit ฿8,962m (more than double YoY, –25% QoQ). Revenue ฿182.3bn (+48%). EBITDA ฿22.9bn (more than double). Main drivers were stronger refining margins (GRM US$17.36/bbl). Offset by a 28-day turnaround at Sriracha and a ฿3.36bn loss on oil futures.
Comment: It’s a quiet period for Company news due to earnings season, BCP knocked it out of the park – let’s see what happens for the refiners going forward.
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| BCP.BK | ~$1.92B | 43.50 | 2.9x | 0.76x | 9.3% | ▲ +67.3% | View → |
Corporate events
Pays today — AEONTS ฿3.00 (1 Mar–31 Aug 2026, from net profit and retained earnings). GFS03 and PWR80 also pay.
XD today — MIDEA80 (prelim ฿0.02465) and PFIZER19 (prelim ฿0.2443).
Still open — BIS tender at ฿1.27 closed Monday. Payment was yesterday. Offerors are Phatcharee Nanthawatsiri, Sarawut Techasattaya and Rungnapa Tachasattaya. Not for delisting. MAJOR buyback window is open. LHHOTEL went XR yesterday (1 : 0.1714). PTT’s capital reduction (238.66m treasury shares cancelled) registered Friday. TL rights went ex Friday (9 : 1 at ฿0.50). SMT’s ฿566m land-and-plant buy and TBN’s JurisTech MOU are still the open files from last week. TTB’s ฿14bn general-offer buyback (16–27 Nov, ~฿2.49–2.63) is still the open file from 22 Oct. BAM’s ฿4.5bn social bond is still the open file. BCPG’s Q3 normalised profit of ฿1,287.8m (+81%) is still the open earnings print. AP’s net presales hit ฿41.5bn for Jan–Oct (85% of ฿49bn full-year target). Not a filing.
Coming — LHSC XD ฿0.22 on 9 Nov. QHBREIT XN ฿0.13 on 9 Nov. STANLY XD ฿10.00 on 10 Nov. OHTL XD ฿8.00 on 11 Nov.
Market chatter
(not filings)
SET — Morning session closed at 1,473.85, down 24.14 (–1.61%). Opened –21 points. DELTA and KCE led the sell-off on the global tech/semiconductor rout after the US midterms. Brokers talking 1,450–1,510 with a 1,470 support. Foreigners still the colour. Not a filing.
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