Stocks in the news (bgrim, ditto, jas, leo, mastec, stecon) 15.07.26
Leading independent power producer (IPP) in Thailand operating gas-fired and renewable power plants, supplying electricity to the national grid with a growing clean energy portfolio.
| Market Cap (THB) | 50.57B |
| Market Cap (USD) | 1,509.7M |
| Current Price | 19.40 THB |
| 52-Week Range | 10.30 – 19.80 THB |
| P/E (TTM) | 60.62 |
| P/BV | 1.43 |
| Dividend Yield | 2.11% |
| Avg Daily Value | 500.3M THB |
BGRIM: The mgmt is adjusting its business model to focus on Energy Tech Infrastructure to support AI and Data Centers, aiming to increase its revenue from this business to 10% of total revenue. The Co also plans to expand its investments overseas by 50% and accelerate its renewable energy portfolio to exceed half of its total revenue by 2030.
Comment: Makes sense as long as data centres are willing to pay.
Provider of information technology services and digital solutions in Thailand, specializing in document management, managed print services, and business process automation.
| Market Cap (THB) | 10.48B |
| Market Cap (USD) | 312.8M |
| Current Price | 15.10 THB |
| 52-Week Range | 9.90 – 15.80 THB |
| P/E (TTM) | 17.16 |
| P/BV | 2.64 |
| Dividend Yield | 3.29% |
| Avg Daily Value | 91.2M THB |
DITTO: The Co said Blu Green Token was successfully sold out, with 400 million tokens purchased by July 13, generating an expected THB 480 million for the company’s subsidiary and strengthening its finances. Mgmt sees positive momentum in 2H26 as Thailand advances its digital economy strategy and is targeting 15-20% revenue growth by 2026.
Comment: I want to know who the buyers are. This company is absolutely scammy. Use those tokens to visit their upcoming zoo…
Major Thai telecommunications provider offering broadband internet, fixed-line telephony, mobile services, and digital content through its subsidiaries and fiber optic network.
| Market Cap (THB) | 9.37B |
| Market Cap (USD) | 279.7M |
| Current Price | 1.13 THB |
| 52-Week Range | 1.06 – 1.75 THB |
| P/E (TTM) | 4.50 |
| P/BV | 1.53 |
| Dividend Yield | — |
| Avg Daily Value | 73.6M THB |
JAS faces a marginal loss of ~Bt100m from acquiring the broadcasting rights to the World Cup 2026, attributed to a shortfall in sponsorship revenue, inflexible marketing and inconvenient match times. JAS sees this as manageable, due to installment-based payments, hopes to be able to plan better for next World Cup, in which it already secured the broadcasting rights.
Comment: Awwwww and this doesn’t take into account the kickbacks.
Integrated freight and logistics company providing end-to-end transportation, warehousing, customs brokerage, and supply chain management services across Thailand and internationally.
| Market Cap (THB) | 630.1M |
| Market Cap (USD) | 18.8M |
| Current Price | 2.00 THB |
| 52-Week Range | 1.65 – 2.48 THB |
| P/E (TTM) | 100.00 |
| P/BV | 0.72 |
| Dividend Yield | 3.16% |
| Avg Daily Value | 0.63M THB |
LEO: The Co signals a reaping of rewards in 2H26, benefiting from soaring shipping rates, boosting shipping volume and margins. Cold Storage and Self Storage services are accelerating, acquiring more large clients and driving warehouse space utilization to 60%. The company is also aggressively pursuing Green Logistics, acquiring 50 electric trucks to support long-term growth.
Comment: Not really…
Leading importer and distributor of engineering products specializing in HVAC systems, sanitary solutions, fire protection equipment, and energy conservation technologies for construction and industrial clients.
| Market Cap (THB) | 636.0M |
| Market Cap (USD) | 19.0M |
| Current Price | 2.12 THB |
| 52-Week Range | 0.94 – 2.66 THB |
| P/E (TTM) | 16.31 |
| P/BV | 1.51 |
| Dividend Yield | 5.98% |
| Avg Daily Value | 21.4M THB |
MASTEC: collabs w/ Honeywell to joint expand M&E utility systems and engineering solutions for data center, renewable, industrial and smart building.
Comment: Everyone collaborates w/ Honeywell there is no moat here.
Engineering and construction company specializing in infrastructure projects, steel structures, civil works, and large-scale industrial construction across Thailand and Southeast Asia.
| Market Cap (THB) | 27.04B |
| Market Cap (USD) | 807.2M |
| Current Price | 17.80 THB |
| 52-Week Range | 5.25 – 19.20 THB |
| P/E (TTM) | 13.80 |
| P/BV | 1.36 |
| Dividend Yield | 3.09% |
| Avg Daily Value | 446.6M THB |
STECON secured Bt 435m contract from Bangkok Mass Transit Authority (BMTA) to u/g garages in 9 districts to accommodate charging and maintenance of EV.
Quick Comparison (14 July 2026)
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