Stocks in the news (BCPG) 05.11.26
Company news
BCPG Public Company Limited is a Thai renewable energy company that develops, owns and operates solar, hydropower, wind and natural gas power assets in Thailand, Japan, Laos, Taiwan and other markets. It is a subsidiary of Bangchak Corporation Public Company Limited. The share closed at THB 6.90 on 4 November 2026. Market capitalisation is approximately THB 20.67 billion. YTD is modestly positive versus the Dec 30 2025 close of THB 6.75.
| Market Cap (THB): 20.67B | Market Cap (USD): ~$0.61B (at ~THB 33.65/USD) |
| Current Price: THB 6.90 (as of 4 November 2026 close) | 52-Week Range: THB 5.30-8.70 |
| P/E Ratio: 9.3x (TTM) | P/BV: 0.71x |
| Dividend Yield: 5.8% (latest indicated) | Avg Daily Value: THB 41M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 4 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
BCPG Reported Q3/69 normalised net profit of ฿1,287.8m (+81% YoY). Nine-month normalised profit ฿2,098.2m (+101.6%). Main drivers were the Lao hydro plants, the US natural-gas power business (capacity revenue lifted) and lower financing costs from proactive debt management. Revenue was ฿1,116.9m (+1.5%). EBITDA ฿2,159.2m (+37.9%).
Comment: I have wondered and BCP group and all the other companies caught up in the Cambodia/Thaksin/Ben Smith money laundering – that with the shares locked up, should there be any increase in demand for shares for whatever reason that they’ll see a massive pump.
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| BCPG.BK | ~$0.61B | 6.90 | 9.3x | 0.71x | 5.8% | ▲ +2.2% | View → |
USD market caps use USD/THB 33.65. YTD calculated from 30 Dec 2025 closes. Metrics primarily Yahoo Finance key-statistics cross-checked to SET.
Corporate events
XR today — LHHOTEL (1 : 0.1714). Existing unitholders who held through yesterday get the rights. For additional investment in hotel assets.
Pays today — CRM06, CRM80, JAPAN13, NDX01.
Capital — PPPM lists 2,496,751 new shares.
Still open — BIS tender at ฿1.27 closed Monday. Payment today. Offerors are Phatcharee Nanthawatsiri, Sarawut Techasattaya and Rungnapa Tachasattaya. Not for delisting. MAJOR buyback window is open. STPI rights ran 29 Oct–4 Nov at ฿5.55 (ended yesterday). SMT cash-balance ended Friday. 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. AP’s net presales hit ฿41.5bn for Jan–Oct (85% of ฿49bn full-year target). Not a filing.
Tomorrow — MIDEA80 and PFIZER19 XD. AEONTS pays ฿3.00 (1 Mar–31 Aug 2026, from net profit and retained earnings).
Market chatter
(not filings)
SET — Closed yesterday at 1,502.09, up 11.08 (+0.74%). Opened weak (–20 points) then bounced with Nasdaq futures and DELTA. Brokers talking a technical continuation today. Foreigners still the colour. Soft US tech prints and Hormuz talk still around. Not a filing.
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