Stocks in the news (gulf, scc) 24.07.26
GULF.BK – Gulf Development Public Company Limited
Leading Thai energy and infrastructure holding company. Develops and operates gas-fired and renewable power plants, natural gas businesses, and is expanding into ports, logistics, data centers and digital services. One of Thailand’s largest independent power producers with growing regional footprint.
| Market Cap (THB) | 986.0 billion |
| Market Cap (USD) | 29.17 billion |
| Current Price | 66.00 THB |
| 52-Week Range | 39.75 – 68.50 THB |
| P/E (TTM) | 11.15 |
| P/BV | 2.85 |
| Dividend Yield | 4.89% |
| Avg Daily Value | ~4,080 million THB |
GULF announced a significant expansion of its AI strategy through Gulf Edge, alongside a strategic partnership with Cognizant to deliver end-to-end AI solutions spanning sovereign cloud, AI infrastructure, enterprise AI platforms, systems integration and managed services.
Comment: Cookie munsterrrrrrrrrrrrrrrrrrr
SCC.BK – The Siam Cement Public Company Limited
Thailand’s largest and oldest industrial conglomerate. Operates through three core businesses: Cement & Building Materials, Chemicals (SCGC) and Packaging (SCGP). Strong ASEAN presence with a focus on sustainability, green solutions and high-value products.
| Market Cap (THB) | 308.4 billion |
| Market Cap (USD) | 9.12 billion |
| Current Price | 257.00 THB |
| 52-Week Range | 163.00 – 263.00 THB |
| P/E (TTM) | 16.06 |
| P/BV | 0.88 |
| Dividend Yield | 2.72% |
| Avg Daily Value | ~1,180 million THB |
SCG acknowledged that the macro environment remains challenging but continues to execute its “Daily War” strategy, focusing on cost optimisation, automation, AI adoption and higher value-added products to strengthen long-term competitiveness across ASEAN.
Comment: Bringing back capital to Thailand and then setting up the national petchemco w/ PTTGC. My main q mark is the petchem in Vietnam, can that country secure enough feedstock?
Side-by-Side Comparison
Data as of 23 July 2026. Market Cap USD calculated at USD/THB 33.80. YTD calculated from 30 Dec 2025 closing prices. Source: SET, company filings & market data providers.
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