Stocks in the news (ckp, erw, jmt, planb, stgt) 11.05.26
CK Power Public Company Limited is a holding company engaged in the generation and sale of electricity and steam from hydro, solar, and cogeneration power plants located in Thailand and Laos.
CKP successfully raised Bt5b via 3 tranches of green bonds, paying 2.89%, 3.46% and 3.75% p.a. for 4, 7 and 10 yr tenure with 2 times book covered, will use proceeds to accelerate the development of 1,460mw Luang Prabang hydroelectric pj in Laos.
Comment: Thai companies should continue to take advantage of the low rate environment to dominate their neighbours
The Erawan Group Public Company Limited is a leading hotel investor and operator with a diversified portfolio ranging from luxury to budget hotels across Thailand and ASEAN, along with commercial building rentals.
ERW mulls spinning off budget hotel unit, Hop Inn, on the exchange next yr, aims to unlock value and diversify hotel portfolio from lux segment to mid and economy that require lower costs and competition, flexible with uncertainty.
Comment: It’s been a long time plan…
JMT Network Services Public Company Limited is Thailand’s leading provider of debt collection services and non-performing loan (NPL) management solutions for financial institutions and creditors.
JMT allocates Bt2b budget to scoop up NPL in 2H, expands debt clinics to restructure loans, and boost cash collection.
Comment: When the market is good…watch the #’s from JMT magically look amazing again.
Plan B Media Public Company Limited is Thailand’s leading out-of-home (OOH) advertising provider, operating a diverse portfolio of media platforms including billboards, transit advertising, digital screens, and airport media.
PLANB anticipates ad spending to accelerate on an upcoming FIFA world cup 2026 starting Jun 11-Jul 19, sets Bt 700m capex to revamp street digital billboard as well as airport, keeps 6-7% FY rev growth t/g above Bt 10b.
Comment: It’s not expensive…not cheap…one slight shift either way in margins/growth and this name +/-40%
Sri Trang Gloves (Thailand) Public Company Limited is one of the world’s largest manufacturers of natural rubber and nitrile disposable gloves used in medical, industrial, and consumer applications.
STGT announced buyback, up to 62.1m shares (2.17% of paid-up) under Bt683m budget, starting from May 12 till Nov 7, 2026.
Summary Table
Thai Equities Comparison Table (as of 7 May 2026)
| Ticker | Company | Current Price (THB) | YTD 2026 | 3M Trend | Consensus Rating | Market Cap (THB) | P/E (TTM) | Div Yield | Analysis |
|---|---|---|---|---|---|---|---|---|---|
| CKP.BK | CK Power | 2.36 | +6.3% | 📈 | Hold | 19.2B | 6.9 | 4.5% | View → |
| ERW.BK | Erawan Group | 2.80 | +14.8% | 📈 | Buy | 13.7B | 14.0 | 3.0% | View → |
| JMT.BK | JMT Network Services | 10.00 | -5.0% | 📉 | Hold | 14.6B | 14.1 | 6.7% | View → |
| PLANB.BK | Plan B Media | 4.40 | +12.8% | 📈 | Buy | 20.2B | 17.6 | 4.8% | View → |
| STGT.BK | Sri Trang Gloves | 10.70 | +22.1% | 📈 | Buy | 29.6B | 26.6 | 4.7% | View → |
Data sourced from SET, Yahoo Finance & market reports as of 8 May 2026 close. 3M trend visual based on recent momentum.
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