Stocks in the news (bts, kgen, bjc, ecf, htech, mtc, thai) 20.05.26
BTS Group Holdings Public Company Limited operates the BTS Skytrain mass transit system and related real estate, marketing, and services businesses in Thailand.
| Market Cap (THB): 32.83B | Market Cap (USD): ~$1.01B (at ~THB 32.40/USD) |
| Current Price: THB 2.04 (as of 19 May 2026 close) | 52-Week Range: THB 1.98-4.64 |
| P/E Ratio: 12.5 (TTM) | P/BV: 0.57x |
| Dividend Yield: 0.0% (latest indicated) | Avg Daily Value: THB 80M-100M |
King Gen Public Company Limited engages in passenger and goods transportation services in Thailand.
| Market Cap (THB): 3.59B | Market Cap (USD): ~$0.11B (at ~THB 32.40/USD) |
| Current Price: THB 1.74 (as of 19 May 2026 close) | 52-Week Range: THB 0.49-1.77 |
| P/E Ratio: — (TTM) | P/BV: 3.44x |
| Dividend Yield: 0.0% (latest indicated) | Avg Daily Value: THB 15M-25M |
BTS & KGEN: BTS acquired a 4% stake in KGEN, expressing confidence in its EV business model and viewing the company as a high-potential strategic partner. Analysts recommend monitoring the investment structure, noting KGENโs strategic shift toward the global EV market, supported by its manufacturing partnership with Chinese automaker Chery, low financing costs, and strong operating performance.
Comment: *shake head* and wonder wtfโฆ
Berli Jucker Public Company Limited is a diversified Thai conglomerate involved in packaging, consumer products, healthcare, technical products, and modern retail supply chain businesses.
| Market Cap (THB): 57.71B | Market Cap (USD): ~$1.78B (at ~THB 32.40/USD) |
| Current Price: THB 14.40 (as of 19 May 2026 close) | 52-Week Range: THB 12.80-21.60 |
| P/E Ratio: 14.3 (TTM) | P/BV: 0.47x |
| Dividend Yield: 3.6% (latest indicated) | Avg Daily Value: THB 80M-120M |
BJC: The company completed its acquisition of MM Mega Market Vietnam, positioning Vietnam as a key ASEAN retail growth engine. The transaction strengthens BJCโs regional retail and wholesale ecosystem through a modern trade platform with a nationwide network of 31 branches in Vietnam.
Comment: Are they trying to clean up all their messes before the patriarch passes?
East Coast Furnitech Public Company Limited manufactures and sells self-assembled furniture in Thailand and internationally.
| Market Cap (THB): 0.068B | Market Cap (USD): ~$0.002B (at ~THB 32.40/USD) |
| Current Price: THB 0.06 (as of 19 May 2026 close) | 52-Week Range: THB 0.05-2.40 |
| P/E Ratio: — (TTM) | P/BV: 0.11x |
| Dividend Yield: 0.0% (latest indicated) | Avg Daily Value: THB 1M-3M |
ECF: Defaulted on interest payments for three debenture series (ECF255B, ECF262A, ECF28NA) totalling THB9.68m. SP signs have been posted on the securities. Siam Wealth is the bondholder representative.
Comment: Remember when the owner was saying that the luxury rental market was booming and it would go to the moon in the late 2010s?
Halcyon Technology Public Company Limited engages in the production and sale of cutting tools, jigs, fixtures, and custom metallic devices in Thailand and internationally.
| Market Cap (THB): 1.02B | Market Cap (USD): ~$0.031B (at ~THB 32.40/USD) |
| Current Price: THB 3.18 (as of 19 May 2026 close) | 52-Week Range: THB 2.30-3.72 |
| P/E Ratio: 28.9 (TTM) | P/BV: 0.77x |
| Dividend Yield: 6.3% (latest indicated) | Avg Daily Value: THB 5M-8M |
HTECH: Reaffirmed a solid 2Q outlook driven by surging HDD demand. The company is expanding its production line to accommodate higher sales volumes and is considering price hikes to reflect rising raw material costs.
Comment: Yeah yeah, this company promised the moon during wuflu, nothing materialised, it does not have the capacity to make that much of an extra decent in their figures.
Muangthai Capital Public Company Limited provides hire-purchase financing, vehicle title loans, and other consumer finance services in Thailand.
| Market Cap (THB): 59.89B | Market Cap (USD): ~$1.85B (at ~THB 32.40/USD) |
| Current Price: THB 28.25 (as of 19 May 2026 close) | 52-Week Range: THB 26.75-44.00 |
| P/E Ratio: 8.6 (TTM) | P/BV: 1.29x |
| Dividend Yield: 1.0% (latest indicated) | Avg Daily Value: THB 200M-300M |
MTC: Profit warning โ loan growth may miss guidance as the company tightens lending to lower-income borrowers impacted by rising living costs. Management is scaling back unsecured lending and prioritising asset quality and tighter NPL control over achieving its 10% loan growth target.
Comment: That doesnโt sound rightโฆbut I am wondering whether the interest rate environment in Thailand is finally changing.
Thai Airways International Public Company Limited is Thailandโs national flag carrier, providing domestic and international passenger and cargo air transportation services.
| Market Cap (THB): 168.4B | Market Cap (USD): ~$5.20B (at ~THB 32.40/USD) |
| Current Price: THB 5.95 (as of 19 May 2026 close) | 52-Week Range: THB 5.25-19.40 |
| P/E Ratio: 5.45 (TTM) | P/BV: 1.90x |
| Dividend Yield: 3.5% (latest indicated) | Avg Daily Value: THB 150M-250M |
THAI: The company will cut June flights across 10 Asian routes covering India, Taiwan, Hong Kong, Japan, and China, in line with softer travel demand during the off-peak tourism season.
Comment: Thailand has lost the usual arab visitors during this time of the year that keeps the tourism #โs decent.
Comparison Table
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| BTS.BK | $1.01B | 2.04 | 12.5 | 0.57x | 0.0% | โผ -10.5% | View โ |
| KGEN.BK | $0.11B | 1.74 | — | 3.44x | 0.0% | โฒ +45.0% | View โ |
| BJC.BK | $1.78B | 14.40 | 14.3 | 0.47x | 3.6% | โผ -7.1% | View โ |
| ECF.BK | $0.002B | 0.06 | — | 0.11x | 0.0% | โผ -70.0% | View โ |
| HTECH.BK | $0.031B | 3.18 | 28.9 | 0.77x | 6.3% | โฒ +8.2% | View โ |
| MTC.BK | $1.85B | 28.25 | 8.6 | 1.29x | 1.0% | โผ -15.0% | View โ |
| THAI.BK | $5.20B | 5.95 | 5.45 | 1.90x | 3.5% | โผ -14.4% | View โ |
If this has helped you, please consider donating and buy me a Somtum Waffle ๐๐ง