Stocks in the news (cpall, malee, mono, noble, siri, scb, scc, spali) 28.05.26
Operates 7-Eleven convenience stores and other retail in Thailand.
| Market Cap (THB): 407.7B | Market Cap (USD): ~$12.5B (at ~THB 32.60/USD) |
| Current Price: THB 46.00 (as of 27 May 2026 close) | 52-Week Range: THB 40.50-54.50 |
| P/E Ratio: 14.0 (TTM) | P/BV: 2.8x |
| Dividend Yield: 3.6% (latest indicated) | Avg Daily Value: THB 1,500M-1,800M |
CPALL: The company will hold an extraordinary general meeting today. Management stated the agenda relates only to the financial services businesses of Counter Service, Thai Smart Card and CP Axtra, specifically whether these businesses should be included under the virtual bank structure.
Comment: Family vs “shareholders”
Manufactures and distributes fruit juices, canned fruit, and beverages.
| Market Cap (THB): 2.28B | Market Cap (USD): ~$0.07B (at ~THB 32.60/USD) |
| Current Price: THB 4.16 (as of 27 May 2026 close) | 52-Week Range: THB 3.32-7.85 |
| P/E Ratio: 15.5 (TTM) | P/BV: 0.9x |
| Dividend Yield: 2.4% (latest indicated) | Avg Daily Value: THB 8M-12M |
MALEE targets FY26 revenue growth of 10-15%, aiming to exceed THB8bn in revenue, supported by the launch of Malee COCO coconut juice and stronger export sales to China, South Korea, Vietnam and Indonesia. The company is also exploring expansion into functional drinks to broaden product coverage and improve margins
Comment: Well the family seems to be buying….perhaps a turnaround story?
Engaged in media, content production, and entertainment businesses in Thailand.
| Market Cap (THB): 2.50B | Market Cap (USD): ~$0.08B (at ~THB 32.60/USD) |
| Current Price: THB 0.72 (as of 27 May 2026 close) | 52-Week Range: THB 0.67-2.00 |
| P/E Ratio: N/A (TTM) | P/BV: 332.7x |
| Dividend Yield: N/A (latest indicated) | Avg Daily Value: THB 6M-9M |
MONO will rebrand MONO29 to “Monomax Sport” effective Jun 1, shifting its focus toward sports content.
Develops and sells real estate properties, mainly residential, in Thailand.
| Market Cap (THB): 2.49B | Market Cap (USD): ~$0.08B (at ~THB 32.60/USD) |
| Current Price: THB 1.81 (as of 27 May 2026 close) | 52-Week Range: THB 1.60-2.72 |
| P/E Ratio: 4.4 (TTM) | P/BV: 0.4x |
| Dividend Yield: 22.1% (latest indicated) | Avg Daily Value: THB 1M-2M |
NOBLE reported 1Q26 presales of THB2.48bn (+67% y/y) and plans to launch four projects worth THB14bn, comprising two single detached housing projects worth THB3.7bn and two condominium projects worth THB10.3bn.
Comment: Another one that should’ve been bankrupt…no idea where the buyers are coming from for their projects
Property developer specializing in residential projects in Thailand.
| Market Cap (THB): 25.21B | Market Cap (USD): ~$0.77B (at ~THB 32.60/USD) |
| Current Price: THB 1.44 (as of 27 May 2026 close) | 52-Week Range: THB 1.11-1.60 |
| P/E Ratio: 6.0 (TTM) | P/BV: 0.5x |
| Dividend Yield: 11.1% (latest indicated) | Avg Daily Value: THB 70M-80M |
Major commercial bank offering banking and financial services.
| Market Cap (THB): 456.2B | Market Cap (USD): ~$14.0B (at ~THB 32.60/USD) |
| Current Price: THB 135.50 (as of 27 May 2026 close) | 52-Week Range: THB 115-149.5 |
| P/E Ratio: 10.1 (TTM) | P/BV: 0.9x |
| Dividend Yield: 8.4% (latest indicated) | Avg Daily Value: THB 2,200M-2,500M |
SIRI, SCB: SIRI partnered with SCB to boost sales of residential units priced above THB10mn, targeting affluent younger buyers who are not existing SCB Wealth clients. The partnership aims to generate THB13bn in sales within one year.
Diversified conglomerate in cement, building materials, chemicals, and packaging.
| Market Cap (THB): 274.8B | Market Cap (USD): ~$8.4B (at ~THB 32.60/USD) |
| Current Price: THB 229.00 (as of 27 May 2026 close) | 52-Week Range: THB 152.5-243 |
| P/E Ratio: 14.3 (TTM) | P/BV: 0.8x |
| Dividend Yield: 2.2% (latest indicated) | Avg Daily Value: THB 1,300M-1,500M |
SCC announced an internal business restructuring whereby SCG Cement and Green Solutions, SCG Smart Living, and SCG Distribution and Retail will be integrated and managed under a single SCG Cement-Building Materials platform. The restructuring aims to improve operational efficiency and coordination across the value chain, effective Jul 1, 2026.
Comment: This makes SCC stronger, they’re removing all the silly expansions done during the good years.SPALI expects earnings momentum to improve from 2Q26 as residential transfers accelerate from its THB18bn backlog pending recognition. The company plans to launch 28 projects worth THB35bn for the remainder of the year and reaffirmed its FY26 revenue target of THB37.5bn.
Property developer focusing on residential housing projects in Thailand.
| Market Cap (THB): 29.43B | Market Cap (USD): ~$0.90B (at ~THB 32.60/USD) |
| Current Price: THB 15.70 (as of 27 May 2026 close) | 52-Week Range: THB 13.20-19.00 |
| P/E Ratio: 7.5 (TTM) | P/BV: 0.5x |
| Dividend Yield: 8.9% (latest indicated) | Avg Daily Value: THB 60M-80M |
SPALI expects earnings momentum to improve from 2Q26 as residential transfers accelerate from its THB18bn backlog pending recognition. The company plans to launch 28 projects worth THB35bn for the remainder of the year and reaffirmed its FY26 revenue target of THB37.5bn.
Comparison Table
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| CPALL.BK | ~$12.5B | 46.00 | 14.0 | 2.8x | 3.6% | ▲ +5.7% | View → |
| MALEE.BK | ~$0.07B | 4.16 | 15.5 | 0.9x | 2.4% | ▼ -1.0% | View → |
| MONO.BK | ~$0.08B | 0.72 | N/A | 332.7x | N/A | ▼ -31.4% | View → |
| NOBLE.BK | ~$0.08B | 1.81 | 4.4 | 0.4x | 22.1% | ▼ -16.2% | View → |
| SIRI.BK | ~$0.77B | 1.44 | 6.0 | 0.5x | 11.1% | ▲ +7.5% | View → |
| SCB.BK | ~$14.0B | 135.50 | 10.1 | 0.9x | 8.4% | ▼ -2.5% | View → |
| SCC.BK | ~$8.4B | 229.00 | 14.3 | 0.8x | 2.2% | ▲ +24.8% | View → |
| SPALI.BK | ~$0.90B | 15.70 | 7.5 | 0.5x | 8.9% | ▼ -7.6% | View → |
Data as of 27 May 2026 close. Market Cap (USD) calculated using USD/THB rate of 32.60. YTD based on Dec 30 2025 closing prices.