Stocks in the news (bdms, bem, psl, sky, tu) 03.11.26
Company news
Bangkok Dusit Medical Services Public Company Limited is Thailand’s largest private hospital group, operating a network of more than 50 hospitals under brands including Bangkok Hospital, Samitivej, BNH, Phyathai and Paolo, plus supporting businesses in pharmaceuticals, laboratories and wellness. The share closed at THB 19.50 on 2 November 2026. Market capitalisation is approximately THB 310 billion. YTD is modestly positive versus the Dec 30 2025 close of THB 19.30.
| Market Cap (THB): 310B | Market Cap (USD): ~$9.19B (at ~THB 33.74/USD) |
| Current Price: THB 19.50 (as of 2 November 2026 close) | 52-Week Range: THB 17.40-22.40 |
| P/E Ratio: 20.3x (TTM) | P/BV: 3.02x |
| Dividend Yield: 3.9% (latest indicated) | Avg Daily Value: THB 1,400M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 2 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
BDMS: increase holding in PTTEP’s medical AI, Cariva, from 15% to 63.3%, aims to strengthen capabilities in clinical intelligence, healthcare AI, support medical services and hospital operations.
Comment: And yet the stock keeps getting dumped down, why? No growth, no story.
Bangkok Expressway and Metro Public Company Limited operates expressway concessions (Si Rat, Udon Ratthaya and related) and MRT lines (Blue Line, Purple Line, and Orange Line under construction) under long-term agreements with EXAT and MRTA, plus related commercial development. The share closed at THB 6.20 on 2 November 2026. Market capitalisation is approximately THB 93 billion. YTD is positive versus the Dec 30 2025 close of THB 5.35.
| Market Cap (THB): 93B | Market Cap (USD): ~$2.76B (at ~THB 33.74/USD) |
| Current Price: THB 6.20 (as of 2 November 2026 close) | 52-Week Range: THB 5.00-7.35 |
| P/E Ratio: 24.8x (TTM) | P/BV: 2.50x |
| Dividend Yield: 2.4% (latest indicated) | Avg Daily Value: THB 242M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 2 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
BEM: anticipates stronger 4Q26 ridership driven by year-end events and holidays, supported by the delivery of new trains from late Nov-26 to expand Blue Line capacity and prepare for the Orange Line, with the Eastern section set to open in Jan-28 and the Western section in 2030, the common ticketing system is expected to provide additional earnings upside in 2027.
Precious Shipping Public Company Limited is a leading dry-bulk shipping company operating a modern fleet of Handysize, Supramax, Ultramax and cement carriers on a tramp basis worldwide. The share closed at THB 9.25 on 2 November 2026. Market capitalisation is approximately THB 13.7 billion. YTD is strongly positive versus the Dec 30 2025 close of THB 6.05.
| Market Cap (THB): 13.7B | Market Cap (USD): ~$0.41B (at ~THB 33.74/USD) |
| Current Price: THB 9.25 (as of 2 November 2026 close) | 52-Week Range: THB 5.70-11.40 |
| P/E Ratio: 8.2x (TTM) | P/BV: 0.81x |
| Dividend Yield: 4.3% (latest indicated) | Avg Daily Value: THB 101M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 2 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
PSL: 3Q26 results, Bt725m +187% yoy, beats Bt655m consensus, thanks to higher avg earnings/day/ship at $ 17.4k vs $ 13.3k in 3Q25, contribution from new tanker fleet business, gains from disposal of once vessel and fx gains bolster earnings.
Comment: And yet the price doesn’t really move.
Sky ICT Public Company Limited provides information and communication technology (ICT) system integration, consulting, design, installation, maintenance and product distribution, with a strong focus on aviation technology solutions for airports across Thailand. The share closed at THB 15.90 on 2 November 2026. Market capitalisation is approximately THB 11.4 billion. YTD is strongly positive versus the Dec 30 2025 close of THB 11.10.
| Market Cap (THB): 11.4B | Market Cap (USD): ~$0.34B (at ~THB 33.74/USD) |
| Current Price: THB 15.90 (as of 2 November 2026 close) | 52-Week Range: THB 9.80-20.30 |
| P/E Ratio: 14.2x (TTM) | P/BV: 2.04x |
| Dividend Yield: 1.8% (latest indicated) | Avg Daily Value: THB 19M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 2 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
SKY: plans to pilot AI, biometrics and robotics at Suvarnabhumi Airport by late 2026 as part of its smart airport strategy, leveraging an Aviation Data Hub and AI-driven analytics to enhance operational efficiency, passenger experience and predictive maintenance, while supporting Thailand’s goal of becoming a regional aviation hub handling 150-200mn passengers annually
Comment: There’s a lot going on here, and it’s still one of the “better” crony plays
Thai Union Group Public Company Limited is one of the world’s largest seafood companies, producing and distributing ambient (canned) seafood, frozen and chilled seafood, pet care products and value-added items under global brands including Chicken of the Sea, John West and King Oscar. The share closed at THB 12.80 on 2 November 2026. Market capitalisation is approximately THB 49 billion. YTD is flat versus the Dec 30 2025 close of THB 12.80.
| Market Cap (THB): 49B | Market Cap (USD): ~$1.45B (at ~THB 33.74/USD) |
| Current Price: THB 12.80 (as of 2 November 2026 close) | 52-Week Range: THB 10.40-14.10 |
| P/E Ratio: 10.4x (TTM) | P/BV: 1.07x |
| Dividend Yield: 5.9% (latest indicated) | Avg Daily Value: THB 230M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote; as of 2 Nov 2026 close. Avg daily value ≈ 3-month avg volume × last price.
TU: 3Q26 results, Bt1.34b +3% yoy, Inline with Bt1.3b consensus, board approved treasury share sales from buyback up to 100m shares (2.35% of paid-up) starts from Nov 9, 2026 till Jun 30,2028, Co., retains discretion over selling, no obligation to sell all, treatment for the remaining 300.038m shares will be announced later.
Comment: Ahaaa, now some brokers are finally explaining this.
Others…
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.
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| BDMS.BK | ~$9.19B | 19.50 | 20.3x | 3.02x | 3.9% | ▲ +1.0% | View → |
| BEM.BK | ~$2.76B | 6.20 | 24.8x | 2.50x | 2.4% | ▲ +15.9% | View → |
| PSL.BK | ~$0.41B | 9.25 | 8.2x | 0.81x | 4.3% | ▲ +52.9% | View → |
| SKY.BK | ~$0.34B | 15.90 | 14.2x | 2.04x | 1.8% | ▲ +43.2% | View → |
| TU.BK | ~$1.45B | 12.80 | 10.4x | 1.07x | 5.9% | ▲ 0.0% | View → |
USD market caps use USD/THB 33.74. YTD calculated from 30 Dec 2025 closes. Metrics primarily Yahoo Finance key-statistics cross-checked to SET.
Corporate events
Pays today — SEAGATE23 only.
Still open — BIS tender at ฿1.27 closed yesterday. Payment 5 Nov. 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 (last day tomorrow). SMT cash-balance ended Friday.
Tomorrow ex — BAREIT ฿0.20 (1 Jul–30 Sep, from net profit). MC ฿0.36. PCC ฿0.09.
Market chatter
(not filings)
SET — Opened today at 1,496.59, down 10.61 (−0.70%). Broke 1,500. Energy names were the drag on softer crude. Brokers talking 1,480–1,550 for November. Foreigners still selling. Soft US tech prints and Hormuz colour still around. Not a filing.
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