Stocks in the news (inset, true, advanc, ktb, or) 05.08.26
INSET · Infraset Public Company Limited
Constructs data centers, IT systems, and telecommunications & transportation network infrastructure in Thailand. Provides design, installation, long-term maintenance, trading of telecom/IT equipment, and application services.
| Market Cap (THB) | 3.65 billion |
| Market Cap (USD) | 110 million |
| Current Price | 4.54 THB |
| 52-Week Range | 1.50 – 4.88 THB |
| P/E (TTM) | 51.5x |
| P/BV | 2.38x |
| Dividend Yield | 0.89% |
| Avg Daily Value | ~25 million THB |
▲ +163.95% (1.72 → 4.54 THB)
INSET: Management expects strong 2H26 revenue recognition and is targeting participation in TRUE IDC’s THB70bn data centre project. The company currently has a THB6.4bn backlog and is pursuing another THB5bn of new projects.
Comment: Perhaps the only company outside the SET50 benefiting from the data centre build out.
TRUE · True Corporation Public Company Limited
Telecommunications service provider offering digital services and digital convergence lifestyle covering mobile, broadband internet, WiFi, television, content and digital media platforms.
| Market Cap (THB) | 476.8 billion |
| Market Cap (USD) | 14.36 billion |
| Current Price | 13.80 THB |
| 52-Week Range | 10.20 – 15.00 THB |
| P/E (TTM) | 34.5x |
| P/BV | 6.03x |
| Dividend Yield | 3.08% |
| Avg Daily Value | ~2,450 million THB |
▲ +26.61% (10.90 → 13.80 THB)
TRUE: Management revised FY26 service revenue growth guidance (ex-interconnection) to 1-2% from 2-3%, while maintaining CAPEX at THB25-27bn and EBITDA growth guidance of 7-8% YoY.
Comment: And so higher divvy’s coming?
ADVANC · Advanced Info Service Public Company Limited
Leading telecommunications company in Thailand operating mobile network services, fixed broadband, enterprise solutions, digital services, and device sales under the AIS brand.
| Market Cap (THB) | 1,112 billion |
| Market Cap (USD) | 33.49 billion |
| Current Price | 374.00 THB |
| 52-Week Range | 286.00 – 410.00 THB |
| P/E (TTM) | 21.9x |
| P/BV | 9.23x |
| Dividend Yield | 4.43% |
| Avg Daily Value | ~2,900 million THB |
▲ +19.49% (313.00 → 374.00 THB)
KTB · Krung Thai Bank Public Company Limited
Large commercial bank in Thailand providing retail banking, business banking, and money management & investment services through a nationwide branch network and selected international centers.
| Market Cap (THB) | 619.4 billion |
| Market Cap (USD) | 18.66 billion |
| Current Price | 44.25 THB |
| 52-Week Range | 21.80 – 45.00 THB |
| P/E (TTM) | 12.4x |
| P/BV | 1.20x |
| Dividend Yield | 6.03% |
| Avg Daily Value | ~5,000 million THB |
▲ +56.64% (28.25 → 44.25 THB)
OR · PTT Oil and Retail Business Public Company Limited
Engages in commercial and retail marketing of petroleum products and other services in Thailand and internationally through Mobility, Lifestyle, and Global Business segments (including Café Amazon and convenience stores).
| Market Cap (THB) | 153.6 billion |
| Market Cap (USD) | 4.63 billion |
| Current Price | 12.80 THB |
| 52-Week Range | 10.40 – 15.60 THB |
| P/E (TTM) | 16.4x |
| P/BV | 1.32x |
| Dividend Yield | 4.69% |
| Avg Daily Value | ~230 million THB |
▼ -3.76% (13.30 → 12.80 THB)
Virtual Banks (ADVANC, KTB, OR): Thailand’s first virtual bank, CLICX, has lengthened its digital loan approval process from minutes to around 13 days to strengthen credit screening and discourage strategic defaults, highlighting regulators’ focus on responsible lending amid elevated household debt.
Comment: awww….and here I was hoping that we’d see a ridiculous amount of funny money start sloshing around Thailand.
Comparison Summary — As of 4 August 2026 (USD/THB 33.20)
Data as of 4 August 2026. YTD calculated from last trading day of 2025 closing prices. Market Cap USD = Market Cap THB ÷ 33.20. Figures rounded for presentation.
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