Stocks in the news (htc, lts, sawad, spvi, top, vranda) 29.06.26
Manufactures and distributes soft drinks in Thailand under Coca-Cola, Fanta, Sprite, Minute Maid and Namthip brands. Also involved in real estate development and other consumer products.
| Market Cap (THB) | 6.27 Billion |
| Market Cap (USD) | 188.9 Million USD |
| Current Price | 15.60 THB |
| 52-Week Range | 14.60 – 16.40 THB |
| P/E (TTM) | 10.69 |
| P/BV | 1.41 |
| Dividend Yield | 6.92% |
| Avg Daily Value | ≈ 2.6 Million THB |
End (26 Jun 2026): 15.60 THB
HTC: Reaffirms solid 2Q26 outlook driven by strong sparkling beverage and bottled water sales, supported by seasonal weather and co-payment scheme tailwinds. Maintains 3–5% FY26 revenue growth target and margin above 40%.
Comment: Great business model, but no idea what’s happening on the growth side.
Designs, manufactures and trades lighting systems, LED products, decorative lighting and IT solutions including network design, installation and computer distribution in Thailand.
| Market Cap (THB) | 639.4 Million |
| Market Cap (USD) | 19.3 Million USD |
| Current Price | 2.68 THB |
| 52-Week Range | 1.62 – 5.80 THB |
| P/E (TTM) | N/A (loss-making) |
| P/BV | 1.39 |
| Dividend Yield | — |
| Avg Daily Value | ≈ 10.0 Million THB |
End (26 Jun 2026): 2.68 THB
LTS: Management is confident of achieving its 2026 revenue target of THB 1 billion. Backlog in the data center segment exceeds THB 60 million, indicating recovery in IT services supported by cloud and AI investment trends. The company expects government-related contract wins toward end-3Q26 into 4Q26.
Leading Thai financial services company providing hire-purchase loans, personal loans, nano-finance, debt collection and asset management services through an extensive branch network and digital platforms.
| Market Cap (THB) | 38.22 Billion |
| Market Cap (USD) | 1,151.1 Million USD |
| Current Price | 23.40 THB |
| 52-Week Range | 15.80 – 32.00 THB |
| P/E (TTM) | 7.26 |
| P/BV | 0.99 |
| Dividend Yield | 3.20% |
| Avg Daily Value | ≈ 555 Million THB |
End (26 Jun 2026): 23.40 THB
SAWAD: Management expects stronger economic momentum in 2H26, supported by stable interest rates, oil prices, and the “Half-Price Plus” co-payment scheme improving grassroots purchasing power. The company is confident NPLs will not accelerate and targets 15% loan portfolio growth in 2026.
Comment: Let’s see how far they can go…
Distributes computers, mobile phones and IT accessories in Thailand. Authorized Apple reseller and service provider (iStudio, iCenter) with focus on Apple products, IT solutions and educational technology.
| Market Cap (THB) | 1.25 Billion |
| Market Cap (USD) | 37.6 Million USD |
| Current Price | 3.12 THB |
| 52-Week Range | 1.53 – 3.76 THB |
| P/E (TTM) | 9.18 |
| P/BV | 1.77 |
| Dividend Yield | 4.74% |
| Avg Daily Value | ≈ 3.2 Million THB |
End (26 Jun 2026): 3.12 THB
SPVI: The company sees opportunity from Apple’s recent price increases driven by higher chip costs, supporting margins on existing inventory. It is also targeting faster sell-through ahead of potential further price increases, which could weigh on consumer purchasing power and delay demand.
Comment: Now one wonders if consumers/businesses can keep up with the cost of IT? Yes it’s cyclical etc, yes hardware prices should eventually come down, yes yes, I know this story, but by when? Another 12 months? 24 months? 36 months? This demand surge may see delays from the hyperscalers, but not cancellations, thus a permanent bid in hardware prices = consumers phucked? And will the retailers be able to generate the same sales? No idea, let’s see.
Thailand’s leading oil refiner and petrochemical producer. Operates integrated refining, lube base oil, aromatics, olefins and power generation businesses with significant export exposure.
| Market Cap (THB) | 107.22 Billion |
| Market Cap (USD) | 3.23 Billion USD |
| Current Price | 48.00 THB |
| 52-Week Range | 26.50 – 56.75 THB |
| P/E (TTM) | 3.48 |
| P/BV | 0.54 |
| Dividend Yield | 4.28% |
| Avg Daily Value | ≈ 710 Million THB |
End (26 Jun 2026): 48.00 THB
TOP: Expected to report robust 2Q26 results driven by strong GRM and easing feedstock pressure following procurement diversification to South America, North America, and West Africa.
Comment: Yum yum profits for TOP.
Operates and develops hotels and resorts in Thailand, with a focus on leisure and hospitality properties. Also engaged in property development, F&B operations and human resource services for the hospitality sector.
| Market Cap (THB) | 1.39 Billion |
| Market Cap (USD) | 42.0 Million USD |
| Current Price | 4.36 THB |
| 52-Week Range | 3.84 – 4.76 THB |
| P/E (TTM) | 10.14 |
| P/BV | 0.71 |
| Dividend Yield | 4.24% |
| Avg Daily Value | ≈ 0.27 Million THB |
End (26 Jun 2026): 4.36 THB
VRANDA: Expects improved 2Q26 operating performance YoY driven by higher occupancy and RevPAR. Positive 3Q26 outlook supported by booking momentum from Thailand, Europe, Russia, and China amid tourism recovery.
Quick Comparison • 26 June 2026
Data sourced from SET and Yahoo Finance as of 26 June 2026. YTD calculated using 30 Dec 2025 closing prices. Past performance is not indicative of future results. For informational purposes only.