Stocks in the news (DUSIT, M) 13.11.26
Company news
Dusit Thani Public Company Limited owns and operates hotels and resorts under the Dusit brand in Thailand and internationally. It operates through hotel and hotel management, food and beverage, education, real estate development and other segments. The share closed at THB 10.20 on 12 November 2026. Market capitalisation is approximately THB 8.62 billion. YTD is negative versus the Dec 30 2025 close of THB 10.90.
| Market Cap (THB): 8.62B | Market Cap (USD): ~$0.26B (at ~THB 33.80/USD) |
| Current Price: THB 10.20 (as of 12 November 2026 close) | 52-Week Range: THB 9.50-12.70 |
| P/E Ratio: 510.0 (TTM) | P/BV: 1.52x |
| Dividend Yield: 0.0% (latest indicated) | Avg Daily Value: THB 1.2M |
DUSIT Reported Q3/69 net profit of ฿554.84m (versus a loss of ฿383.73m a year earlier). EPS ฿0.62. Nine-month net profit ฿901.50m (versus a loss of ฿626.60m). EPS ฿0.96. Earnings print.
Comment: And now we’re all waiting to see the Dusit Residences earnings come in.
MK Restaurant Group Public Company Limited engages in the sale of food and beverages through restaurants under the MK Restaurants trademark and other brands in Thailand. It operates through the restaurant business and other supporting businesses segments, primarily focusing on suki hot pot and related cuisine. The share closed at THB 20.10 on 12 November 2026. Market capitalisation is approximately THB 18.16 billion. YTD is positive versus the Dec 30 2025 close of THB 18.20.
| Market Cap (THB): 18.16B | Market Cap (USD): ~$0.54B (at ~THB 33.80/USD) |
| Current Price: THB 20.10 (as of 12 November 2026 close) | 52-Week Range: THB 17.00-28.00 |
| P/E Ratio: 25.4 (TTM) | P/BV: 1.48x |
| Dividend Yield: 4.5% (latest indicated) | Avg Daily Value: THB 21M |
M Reported Q3/69 sales-and-service revenue of ฿4,217m (+8.6%), driven by Bonus Suki expansion. Gross profit ฿2,619m. Net profit ฿221m (-2.3%, from ฿226m), pressured by buffet costs and government measures. Nine-month revenue ฿12,460m (+11.1%). Earnings print.
Comment: Not too bad on topline, so thats passing on inflation, but they’re facing pressure w/ competition. Even Suki Tee Noi says the same now….
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| DUSIT.BK | ~$0.26B | 10.20 | 510.0 | 1.52x | 0.0% | ▼ -6.4% | View → |
| M.BK | ~$0.54B | 20.10 | 25.4 | 1.48x | 4.5% | ▲ +10.4% | View → |
Corporate events
XD today — TRUE ฿0.16 (1 Jul–30 Sep 2026, from net profit and retained earnings). Also DBS19, GLW80, LLY23, LLY80, SBUX80, SGX19.
XR today — WHAIR 1 : 0.1323.
XN today — 3BBIF ฿0.14.
Pays today — DOLLARG80, LRCX19, MAOGEP80.
Still open — BIS tender at ฿1.27 closed 2 Nov. Payment was 5 Nov. Offerors are Phatcharee Nanthawatsiri, Sarawut Techasattaya and Rungnapa Tachasattaya. Not for delisting. MAJOR buyback window is open. LHHOTEL went XR on 5 Nov (1 : 0.1714). PTT’s capital reduction (238.66m treasury shares cancelled) registered 30 Oct. TL rights went ex 30 Oct (9 : 1 at ฿0.50). SMT’s ฿566m land-and-plant buy and TBN’s JurisTech MOU are still the open files. TTB’s ฿14bn general-offer buyback (16–27 Nov, ~฿2.49–2.63) is still the open file. BAM’s ฿4.5bn social bond is still the open file. BCP’s Q3 net profit of ฿9,849m, BCPG’s Q3 normalised profit of ฿1,287.8m, IVL’s Q3 net profit of ฿2,169.30m, GUNKUL’s Q3 of ฿818.15m (interim ฿0.02, XD 20 Nov), PR9’s Q3 of ฿236.74m, BANPU’s Q3 of ฿1,709.17m and ILM’s Q3 of ฿316.9m are still the open earnings prints. AP’s net presales hit ฿41.5bn for Jan–Oct. OHTL went XD ฿8.00 on 11 Nov. SCM went XR (1 : 3 at ฿0.15) on 11 Nov. MMM, TMILL and TSTE went XD on 12 Nov. MADAME’s board approved a ฿35m buyback (20 Nov 2026–20 Dec 2027). Not a filing.
Market chatter
(not filings)
SET — Morning session closed at 1,509.63, up 10.57 (+0.71%). Foreigners net bought ฿1,803m via NVDR on 12 Nov. Brokers talking a 1,500–1,515 range. Not a filing.
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