Delta Electronics (Thailand) PCL manufactures power-electronics, thermal and infrastructure products — power supplies, DC fans, EV/powertrain components, data-centre and telecom power, and industrial automation — from Thai and overseas plants for global OEM customers. The share is the SET’s largest electronics weight and a high-beta AI/data-centre proxy; it last sold at THB 259.00 this morning after giving back yesterday’s bounce to 262, still well below the June 2026 peak of THB 372 on a triple-digit TTM multiple after a still-large year-to-date gain from the December 2025 close of THB 173.00.

Grande Asset Hotels and Property PCL is a Thai hotel-and-property group whose flagship assets include The Westin Grande Sukhumvit plus development and rental adjacencies. The name remains SP/CB/CS/CC suspended on SET as of this snapshot (last printed THB 0.02; prior close also 0.02) after multi-year losses, defaulted/postponed debentures, a going-concern emphasis of matter and a land-lease dispute; the board on 22 September 2026 proposed selling Westin operating assets to Rabbit Holdings for up to THB 494.6m, subject to shareholders, with Rabbit saying talks remain non-binding. TTM is a loss, SET still prints P/BV at 0.47x on impaired book, and there is no indicated dividend.

Seafco PCL is a Thai specialist foundation contractor — bored piles, diaphragm walls, testing and related civil works — bidding public and private jobs including MRT and building foundations. Cash flow is project-lumpy and utilisation-driven; TTM earnings have recovered from the thin 2024 base, so the share last sold at THB 2.84 this morning (up two satang from Tuesday’s 2.82 close) sits mid-to-upper range versus the THB 1.95-3.14 52-week band and well above the December 2025 close of THB 2.08 on a mid-single-digit TTM multiple with a high indicated yield after the 2026 interim plus year-end payouts.

SPT X PCL (formerly News Network Corporation) is a mai-listed holding company that owns securities-brokerage, investment-academy and fintech/media interests; the name is marked CB and last sold at the THB 0.01 tick this morning on a tiny print (66k shares / THB 0.66k). Paid-up capital is oversized versus the business (213.6 billion shares at THB 1 par), so the THB 2.14B headline cap is a penny-stock artefact. TTM earnings are a loss, SET prints P/BV at 2.00x, there is no indicated dividend, and the December 2025 close was also THB 0.01.

Thai Airways International PCL is Thailand’s flag carrier, rebuilt after rehabilitation with a recapitalised balance sheet and a rebuilt wide-body and narrow-body network out of Suvarnabhumi. The Ministry of Finance remains the largest shareholder; earnings stay cyclical to fuel, yields and load factor. The share last sold at THB 5.85 this morning, down THB 0.20 from Tuesday’s 6.05 close on heavy Open1 volume (~84m shares / THB 493m), still below the December 2025 close of THB 6.95 and well off the THB 13.60 52-week high on a high-single-digit TTM multiple.

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