📊 CKP Company Background CK Power Public Company Limited operates as a holding company investing in power generation assets, primarily hydropower and gas-fired power plants, with a focus on supplying electricity to the Thai power grid and neighboring countries through long-term power purchase agreements.
Market Cap (THB): 18.37B (approximate, early 2026)
Market Cap (USD): ~$0.59B (at ~THB 31/USD)
Current Price: THB 2.26-2.30 range (recent closes Feb 2026, approximate)
52-Week Range: THB 2.10-4.04 (approximate)
P/E Ratio: ~9-10x TTM (approximate from recent data)
P/BV: ~0.6-0.7x (approximate)
ROE: low-to-mid single digits (latest available, approximate)
Dividend Yield: ~3-4% (latest indicated, approximate)
Avg Daily Value: THB 40M-70M (active mid-cap, approximate)
YTD Performance 2026: -5% to -10% (approximate)
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CKP anticipates solid 1Q driven by higher flow rate thru Xayaburi and Nam Ngym 2 hydro pp compare to last yr, lower financing cost bolster earnings.
📊 COM7 Company Background Com7 Public Company Limited is a leading Thai IT and consumer electronics retailer, operating multi-brand stores selling smartphones, laptops, tablets, accessories, and related services, including Apple-authorized repair centers and device financing solutions nationwide.
Market Cap (THB): 55.16B (approximate, early Feb 2026)
Market Cap (USD): ~$1.78B (at ~THB 31/USD)
Current Price: ~THB 20.5-21.0 (late Jan–early Feb 2026, approximate)
52-Week Range: roughly THB mid-teens to low-20s (approximate)
P/E Ratio: ~16x TTM (approximate)
P/BV: around 6-7x (approximate for high-ROE retailer)
ROE: high-twenties to low-thirties % (latest available, approximate)
Dividend Yield: ~3-3.5% (latest indicated, approximate)
Avg Daily Value: THB 300M-600M (highly active large-cap, approximate)
YTD Performance 2026: +5% to +10% (approximate)
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COM7 eyes 10% FY26 revenue growth target driven by growth from non-IT products, improve sales of Android smartphone.
Comment: Given that every smartphone ex Apple is likely to increase prices 20% this, value > volume growth.
📊 DITTO Company Background Ditto (Thailand) Public Company Limited provides data and document management, business process outsourcing, data security, climate technology, and technology devices and engineering solutions to government agencies and corporate clients in Thailand.
Market Cap (THB): 7.77B (as of early Feb 2026)
Market Cap (USD): ~$0.25B (at ~THB 31/USD)
Current Price: THB 11.00-11.20 (recent quotes, approximate)
52-Week Range: THB 8.95-19.90 (approximate)
P/E Ratio: ~13x TTM (approximate)
P/BV: ~2.1x (approximate)
ROE: mid-teens % (latest available, approximate)
Dividend Yield: ~2.0-2.5% (latest indicated, approximate)
Avg Daily Value: THB 4M-10M (moderately traded small/mid-cap, approximate)
YTD Performance 2026: +0% to +5% (approximate)
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DITTO
DITTO & NETBAY: Both companies join force to aggressively expand their travel platform, launching a digital VAT refund system for tourists, directly linked to the Revenue Department for faster and more convenient service. They highlight the immense opportunities and are confident in generating long-term recurring revenue, with plans to further expand the platform to include digital reporting systems for gold shops and real estate.
Comment: It’s truly a beautiful ecosystem that NETBAY has developed. DITTO….well…their connection is gone, let’s see what happens.
📊 NETBAY Company Background Netbay Public Company Limited develops and operates digital business technology platforms, providing end-to-end Software-as-a-Service solutions that facilitate B2G, B2B, and B2C electronic transactions for trade, logistics, and e-government services in Thailand.
Market Cap (THB): ~4.1B-4.3B (early Feb 2026)
Market Cap (USD): ~$0.13B-0.14B (at ~THB 31/USD)
Current Price: ~THB 20.5-21.7 (recent range, approximate)
52-Week Range: roughly THB high-teens to mid-20s (approximate)
P/E Ratio: low-20s TTM (approximate for SaaS platform)
P/BV: ~4-5x (approximate)
ROE: high-teens to low-20s % (latest available, approximate)
Dividend Yield: ~2-3% (latest indicated, approximate)
Avg Daily Value: THB 3M-8M (moderately traded mid-cap, approximate)
YTD Performance 2026: +0% to +5% (approximate)
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📊 FPT Company Background Frasers Property (Thailand) Public Company Limited is a diversified property developer and asset manager in Thailand, with core businesses spanning residential, industrial, and commercial real estate, including logistics parks, offices, and retail properties.
Market Cap (THB): mid-40B to mid-50B range (approximate early 2026)
Market Cap (USD): ~$1.4B-1.8B (at ~THB 31/USD)
Current Price: ~THB 12-14 (approximate recent trading band)
52-Week Range: roughly THB 10-15 (approximate)
P/E Ratio: low-teens TTM (approximate for Thai diversified property)
P/BV: ~0.7-0.9x (approximate)
ROE: mid-single-digit % (latest available, approximate)
Dividend Yield: ~3-4% (backed by FY2025 dividend of THB 0.32/share, approximate)
Avg Daily Value: THB 60M-150M (active mid/large-cap, approximate)
YTD Performance 2026: +0% to +5% (approximate)
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FPT board approved disposal of 20% stake in W Hotel Bangkok at price range between Bt117.42m-Bt129.78m to Asian Capital, transaction to complete by end of Mar.
Comment: They’re looking for capital everywhere….
📊 GGC Company Background Global Green Chemicals Public Company Limited produces and distributes oleochemical and green chemical products, such as fatty alcohols and biodiesel, serving both domestic and international customers as part of the PTTGC group’s renewable chemicals platform.
Market Cap (THB): 3.30B (approximate as of early Feb 2026)
Market Cap (USD): ~$0.11B (at ~THB 31/USD)
Current Price: ~THB 3.9-4.0 (recent range, approximate)
52-Week Range: roughly THB 3.0-5.0 (approximate)
P/E Ratio: n.m. (loss-making on latest TTM basis)
P/BV: ~0.4x (approximate)
ROE: negative mid-single-digit % (latest available, approximate)
Dividend Yield: ~3.0-3.5% (latest indicated, approximate)
Avg Daily Value: THB 5M-20M (thin-to-moderate liquidity, approximate)
YTD Performance 2026: -0% to -5% (approximate)
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GGC: The Co, the biochemical arm of PTTGC, has partnered with Thaicom (THCOM) and the Thailand Greenhouse Gas Management Organization (TGO) to launch a pilot smart palm oil farming project aimed at supporting Thailand’s 2050 net-zero target.
Comment: Oh ffs, someone take these people out back w/ gun, stop w/ this ridiculous net-zero target.Â
📊 GULF Company Background Gulf Energy Development Public Company Limited is a holding company investing in energy, infrastructure and utilities, and digital businesses, with a large portfolio of power generation assets and strategic stakes in telecom and infrastructure platforms in Thailand and abroad.
Market Cap (THB): 743.26B (as of early Feb 2026)
Market Cap (USD): ~$24.0B (at ~THB 31/USD)
Current Price: THB 44-50 range (recent trading, approximate; factsheet price THB 49.75)
52-Week Range: THB 37.75-51.25 (approximate)
P/E Ratio: low-30s forward P/E (2025E–2026E, approximate)
P/BV: ~4.3-4.6x (approximate)
ROE: low-teens % (latest available, approximate)
Dividend Yield: ~1-1.5% (latest indicated, approximate)
Avg Daily Value: THB 1.5B-3.0B (very active large-cap, approximate)
YTD Performance 2026: +0% to +5% (approximate)
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GULF secures syndicate loan total Bt60b to support development of 27 renewable projects with a total generation capacity of 939mw.
Comment: YUM YUM DIVVY’S FROM AIS.
📊 JAS Company Background Jasmine International Public Company Limited historically operated telecommunications and broadband businesses in Thailand, including fixed-line broadband and related infrastructure, though in recent years it has undergone major restructuring and asset disposals that significantly reduced its market presence.
Market Cap (THB): low-single-billion THB range (very approximate, post-restructuring)
Market Cap (USD): ~$0.05B-0.10B (at ~THB 31/USD, approximate)
Current Price: thinly traded; around low single-digit THB levels (approximate)
52-Week Range: narrow range around current low single-digit price (approximate)
P/E Ratio: n.m. or not meaningful given restructuring and earnings volatility
P/BV: around 0.5-1.0x (approximate)
ROE: not meaningful or volatile due to restructuring
Dividend Yield: negligible or not regularly paid after major asset disposals
Avg Daily Value: below THB 5M (illiquid, approximate)
YTD Performance 2026: flat to slightly negative (approximate)
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JAS holders approved MONO Streaming to be the content provider of the English Premier League in Vietnam.
Comment: Not a bad move…
📊 PTTEP Company Background PTT Exploration and Production Public Company Limited is Thailand’s national upstream oil and gas company, engaged in exploration, development, and production of petroleum resources domestically and overseas, along with related gas transportation and strategic energy investments.
Market Cap (THB): ~450B-500B (approximate early 2026 based on typical PTTEP size and price levels)
Market Cap (USD): ~$14.5B-16.0B (at ~THB 31/USD, approximate)
Current Price: ~THB 110-115 (recent trading around THB 111.5, approximate)
52-Week Range: THB 93.00-154.00 (approximate)
P/E Ratio: high-single-digit to low-teens TTM (approximate)
P/BV: ~1.2-1.5x (approximate)
ROE: mid-teens % (latest available, approximate)
Dividend Yield: ~7-9% (based on recent annual dividend around THB 9.6/share, approximate)
Avg Daily Value: THB 2.0B-4.0B (very active large-cap, approximate)
YTD Performance 2026: +0% to +5% (approximate)
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PTTEP to release 4Q25 results: 4Q25 Earnings Outlook – Strong q/q Recovery, Softer y/y base. For 4Q25, net profit is expected at THB 17.75bn, representing a strong +40% q/q recovery, driven by higher volumes and non-recurring gains. However, this still implies a ~3% y/y decline, reflecting a lower oil price environment versus last year, rather than any deterioration in underlying operations. Production volumes are expected at 530 kboed (+6% y/y), supported by higher gas nominations from PTT and increased crude liftings from the Middle East and Africa. Average selling price (ASP) is projected at USD 42.24/boe (-8% y/y), tracking the decline in reference Dubai crude prices. One-off gains include a USD 85m bargaining gain from the Touat project acquisition in Algeria, lifting total non-recurring gains to ~THB 1.1bn.
Comment: And you thought oil was dead…..divvy season coming with a nice little spike in oil prices = 20% in 6 months
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