Stocks in the news (bgrim, hmpro, kce, true, bcpg, ner, sccc, synex) 06.08.26
BGRIM.BK – B.Grimm Power Public Company Limited
Develops, finances, constructs and operates green-field power plants (mainly gas-fired and renewable) in Thailand and internationally. Supplies electricity to industrial users and the government sector.
| Market Cap (THB) | 48.49 B |
| Market Cap (USD) | 1,460 M |
| Current Price | 18.50 THB |
| 52-Week Range | 10.30 – 20.30 |
| P/E (TTM) | 58.3 |
| P/BV | 1.08 |
| Dividend Yield | 2.22% |
| Avg Daily Value | ~420 M THB |
BGRIM: The company plans to expand its Vietnam portfolio over the next 3–5 years, targeting 2,000MW of capacity by 2030 in line with Vietnam’s PDP8, with a focus on renewable energy and LNG.
Comment: Yes beautiful story – let’s see if it works out. Vietnam needs the energy, remove the financialisation of the growth and they’re exhibiting -ve real gdp growth.
HMPRO.BK – Home Product Center Public Company Limited
Leading home-improvement retailer operating HomePro and Mega Home stores across Thailand (and selected regional markets). Sells construction materials, home décor, appliances, tools and related services.
| Market Cap (THB) | 86.49 B |
| Market Cap (USD) | 2,605 M |
| Current Price | 6.70 THB |
| 52-Week Range | 5.75 – 8.00 |
| P/E (TTM) | 14.71 |
| P/BV | 3.34 |
| Dividend Yield | 5.59% |
| Avg Daily Value | ~280 M THB |
HMPRO: Management expects trading conditions to remain challenging in 2H26 amid rising energy costs, geopolitical uncertainties and cautious consumer spending.
KCE.BK – KCE Electronics Public Company Limited
Manufactures and distributes printed circuit boards (PCBs), prepreg and laminate products mainly for the automotive, industrial, computer and telecom sectors. One of Thailand’s leading PCB exporters.
| Market Cap (THB) | 50.83 B |
| Market Cap (USD) | 1,531 M |
| Current Price | 43.00 THB |
| 52-Week Range | 16.00 – 46.00 |
| P/E (TTM) | 60.6 |
| P/BV | 3.71 |
| Dividend Yield | 2.70% |
| Avg Daily Value | ~950 M THB |
KCE: Management expects momentum to improve in 2H26, supported by stable HDI PCB orders from the automotive sector, higher production efficiency and product price increases taking full effect.
Comment: They bought the shares (public) and they’re pumping it now.
TRUE.BK – True Corporation Public Company Limited
Thailand’s major integrated telecom operator providing mobile, broadband internet, fixed-line, pay-TV and digital-platform services. Formed from the merger of True and dtac.
| Market Cap (THB) | 459.54 B |
| Market Cap (USD) | 13,842 M |
| Current Price | 13.30 THB |
| 52-Week Range | 10.20 – 15.00 |
| P/E (TTM) | 24.55 |
| P/BV | 6.03 |
| Dividend Yield | 3.43% |
| Avg Daily Value | ~6,800 M THB |
TRUE: Management reaffirmed that China Mobile remains a long-term strategic shareholder. Any potential sale of up to 1% of its stake would be part of normal portfolio management and unrelated to TRUE’s business.
Comment: And that should abate the fears in the market.
Earnings
BCPG.BK – BCPG Public Company Limited
Renewable-energy focused company investing in and operating solar, wind, hydro and natural-gas power projects in Thailand, Japan, Laos and Taiwan. Also operates oil storage and district-cooling businesses.
| Market Cap (THB) | 21.42 B |
| Market Cap (USD) | 645 M |
| Current Price | 7.15 THB |
| 52-Week Range | 5.30 – 9.60 |
| P/E (TTM) | 15.03 |
| P/BV | 0.73 |
| Dividend Yield | 4.90% |
| Avg Daily Value | ~40 M THB |
NER.BK – North East Rubber Public Company Limited
Produces and sells rubber smoked sheets, skim block, ribbed smoked sheet and standard Thai rubber primarily for the automotive tyre industry. Exports to China, Japan, Singapore and other markets.
| Market Cap (THB) | 8.32 B |
| Market Cap (USD) | 251 M |
| Current Price | 4.50 THB |
| 52-Week Range | 4.08 – 5.40 |
| P/E (TTM) | 5.89 |
| P/BV | 0.84 |
| Dividend Yield | 6.86% |
| Avg Daily Value | ~15 M THB |
SCCC.BK – Siam City Cement Public Company Limited
Major cement and building-materials producer. Manufactures and sells cement, concrete, aggregates, mortar and related products in Thailand and several regional markets including Vietnam, Cambodia and Sri Lanka.
| Market Cap (THB) | 45.15 B |
| Market Cap (USD) | 1,360 M |
| Current Price | 152.50 THB |
| 52-Week Range | 138.00 – 157.00 |
| P/E (TTM) | 11.73 |
| P/BV | 1.27 |
| Dividend Yield | 7.33% |
| Avg Daily Value | ~25 M THB |
SYNEX.BK – Synnex (Thailand) Public Company Limited
Distributes computers, peripherals, software, IT systems, consumables and communication devices in Thailand. Serves retailers, wholesalers, system integrators and major retail chains.
| Market Cap (THB) | 8.56 B |
| Market Cap (USD) | 258 M |
| Current Price | 10.10 THB |
| 52-Week Range | 8.55 – 12.80 |
| P/E (TTM) | 10.63 |
| P/BV | 1.70 |
| Dividend Yield | 4.80% |
| Avg Daily Value | ~12 M THB |
BCPG: Reported 2Q26 net profit of THB154.7mn, versus a THB651.0mn loss a year earlier, supported by the absence of impairment charges and lower foreign exchange losses.
NER: Reported 2Q26 net profit of THB436.4mn (-21.2% YoY), beating consensus of THB403mn. The board declared an interim dividend of THB0.05/share.
Comment: Odd given the rubber prices
SCCC : Reported 2Q26 at THB1.25bn (+30% YoY) and declared an interim dividend of THB4.00/share.
Comment: Hello divvy play
SYNEX posted THB222mn (+16.8% YoY), beating consensus of THB206mn, with an interim dividend of THB0.10/share.
Comment: If these are the margins/growth that a distributor is making – then the retailers are making bank.
Comparison Table
Comparison Table – As of 5 August 2026
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| BGRIM | 1,460 M | 18.50 | 58.3 | 1.08 | 2.22% | ▲ +31.2% | View → |
| HMPRO | 2,605 M | 6.70 | 14.71 | 3.34 | 5.59% | ▲ +0.8% | View → |
| KCE | 1,531 M | 43.00 | 60.6 | 3.71 | 2.70% | ▲ +136.3% | View → |
| NER | 251 M | 4.50 | 5.89 | 0.84 | 6.86% | ▲ +0.5% | View → |
| TRUE | 13,842 M | 13.30 | 24.55 | 6.03 | 3.43% | ▲ +24.2% | View → |
| BCPG | 645 M | 7.15 | 15.03 | 0.73 | 4.90% | ▲ +5.9% | View → |
| SCCC | 1,360 M | 152.50 | 11.73 | 1.27 | 7.33% | ▲ +2.0% | View → |
| SYNEX | 258 M | 10.10 | 10.63 | 1.70 | 4.80% | ▼ –10.6% | View → |
Data as of 5 August 2026. Market Cap (USD) calculated using USD/THB 33.20. YTD performance uses last trading day of 2025 closing price as base. Source: SET / company filings / market data aggregators. For educational reference only.
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