Stocks in the news (crc, com7, gunkul) 18.08.26
CRC.BK — Central Retail Corporation
Thailand’s leading multi-format retailer operating department stores, supermarkets, hardline and specialty retail under the Central Group banner, with operations in Thailand, Vietnam and Italy.
| Market Cap (THB) | 176.41 B |
| Market Cap (USD) | $5.33 B |
| Current Price | 29.25 THB |
| 52-Week Range | 16.50 – 29.25 |
| P/E (TTM) | 20.2x |
| P/BV | 2.66x |
| Dividend Yield | 1.81% |
| Avg Daily Value | ~480 M THB |
CRC: cautious consumer outlook: CRC cut its 2026 revenue growth target to 2–3% from 4–5% amid economic uncertainty, but still plans THB12–14bn capex and expects to complete the AEON/MaxValu deal by end-September.
Comment: Domestic cookie munster? Well this push the valuation of the other listed supermarket players.
COM7.BK — Com7 Public Company Limited
Thailand’s largest specialty retailer of IT products, smartphones and consumer electronics, operating a nationwide network of stores under brands such as Banana, Studio7 and related service platforms.
| Market Cap (THB) | 71.91 B |
| Market Cap (USD) | $2.17 B |
| Current Price | 30.50 THB |
| 52-Week Range | 18.20 – 31.25 |
| P/E (TTM) | 15.7x |
| P/BV | 6.65x |
| Dividend Yield | 3.61% |
| Avg Daily Value | ~510 M THB |
COM7: AI/Data Centre: COM7 raised its 2026 targets to revenue growth of 10–15% and NPAT growth of >20%, citing continued AI and data-centre demand, while expanding stores and entering the EV business.
GUNKUL.BK — Gunkul Engineering
Renewable energy producer focused on solar and wind power generation, together with manufacturing/trading of electrical system equipment and provision of EPC and O&M services across Thailand and the region.
| Market Cap (THB) | 43.87 B |
| Market Cap (USD) | $1.33 B |
| Current Price | 5.15 THB |
| 52-Week Range | 1.68 – 5.50 |
| P/E (TTM) | 22.6x |
| P/BV | 2.85x |
| Dividend Yield | 2.75% |
| Avg Daily Value | ~600 M THB |
GUNKUL: earnings/energy: 2Q26 profit rose 19% YoY to THB575m, with 1,502MW of projects in its pipeline awaiting revenue recognition through 2026–73. The company also continues to bid for projects under PDP2026.
Comment: Everyone has their eyes on whether GULF, GUNKUL and STECON will mint it from the new PDP.
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