Stocks in the news (IVL, PTTGC, THAI) 09.11.26
Company news
Indorama Ventures Public Company Limited is a holding company that invests in subsidiaries and affiliates manufacturing integrated petrochemical products in Thailand and overseas. It operates through four segments: Combined PET (CPET), Fibers, Indovinya, and Indovida (Packaging). The company was established in 2003 and is headquartered in Bangkok. The share closed at THB 22.60 on 6 November 2026. Market capitalisation is approximately THB 126.89 billion. YTD is positive versus the Dec 30 2025 close of THB 16.10.
| Market Cap (THB): 126.89B | Market Cap (USD): ~$3.78B (at ~THB 33.55/USD) |
| Current Price: THB 22.60 (as of 6 November 2026 close) | 52-Week Range: THB 14.60-30.50 |
| P/E Ratio: n.a. (TTM loss) | P/BV: 0.96x |
| Dividend Yield: 3.2% (latest indicated) | Avg Daily Value: THB 725M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote and factsheet (as of 6 Nov 2026 close); paid-up 5,614.55m shares. Avg daily value ≈ 3-month avg volume × last price.
IVL Reported Q3/69 net profit of ฿2,169.30m (versus a ฿818.11m loss a year earlier). EPS ฿0.35. Nine-month net profit ฿5,314.23m (versus a ฿2,651.21m loss). EPS ฿0.82. Earnings print.
Comment: Frankly….it’s all up to China. If they stop smashing spreads throughout the world, for the past 6 months with Iran offline, IVL and every other mid-size price taker has benefitted as excess Chinese supply went offline, but if the mainland switches on again, then IVL will just have to get smaller and smaller and smaller.
PTT Global Chemical Public Company Limited is the chemical flagship of the PTT Group, formed in 2011 through the amalgamation of PTT Chemical and PTT Aromatics and Refining. It operates upstream (refinery, aromatics, olefins), intermediates, polymers and chemicals, bio and circularity, and performance chemicals segments. Headquartered in Bangkok. The share closed at THB 40.00 on 6 November 2026. Market capitalisation is approximately THB 180.35 billion. YTD is strongly positive versus the Dec 30 2025 close of THB 21.00.
| Market Cap (THB): 180.35B | Market Cap (USD): ~$5.38B (at ~THB 33.55/USD) |
| Current Price: THB 40.00 (as of 6 November 2026 close) | 52-Week Range: THB 19.00-54.75 |
| P/E Ratio: 25.7x (TTM) | P/BV: 0.58x |
| Dividend Yield: 2.3% (latest indicated) | Avg Daily Value: THB 1,400M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote and factsheet (as of 6 Nov 2026 close); paid-up 4,508.85m shares. Avg daily value ≈ 3-month avg volume × last price.
PTTGC potentially moved up from MSCI small cap to global std index, tabloid reported
Thai Airways International Public Company Limited operates a fully integrated commercial airline business, providing domestic and international passenger and cargo services. The company is headquartered in Bangkok and listed on the SET. The share closed at THB 5.15 on 6 November 2026. Market capitalisation is approximately THB 145.76 billion. YTD is negative versus the Dec 30 2025 close of THB 6.95.
| Market Cap (THB): 145.76B | Market Cap (USD): ~$4.34B (at ~THB 33.55/USD) |
| Current Price: THB 5.15 (as of 6 November 2026 close) | 52-Week Range: THB 5.00-9.65 |
| P/E Ratio: 7.1x (TTM) | P/BV: 1.78x |
| Dividend Yield: 4.1% (latest indicated) | Avg Daily Value: THB 310M |
Source: Yahoo Finance key-statistics (P/BV, yield, avg volume) cross-checked to SET quote and factsheet (as of 6 Nov 2026 close); paid-up ~28,303m shares. Avg daily value ≈ 3-month avg volume × last price.
THAI street speculated as potential candidate to re-enter MSCI index upcoming reshuffle announcement on Oct 11 as share px sustains momentum and mkt cap near entry threshold.
Comment: Well, let’s see…..
Corporate events
XD today — LHSC ฿0.22 (1 Jul–31 Aug 2026, from net profit). QHBREIT XN ฿0.13.
Pays today — LRCX01, LRCX23, ORCL19, PWR03, ZJINNO80.
Still open — BIS tender at ฿1.27 closed last Monday. 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 and BCPG’s Q3 normalised profit of ฿1,287.8m are still the open earnings prints. AP’s net presales hit ฿41.5bn for Jan–Oct. Not a filing.
Coming — STANLY XD ฿10.00 on 10 Nov. OHTL XD ฿8.00 on 11 Nov.
Market chatter
(not filings)
SET — Foreigners net sold ฿3.37bn via NVDR on 6 Nov. Tape was weak on the global tech/semiconductor rout. Brokers talking selective buys in value and dividend names. Not a filing.
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