Stocks in the news (kiat, nsl, samtel, seafco, stanly) 13.05.26
Kiattana Transport Public Company Limited provides integrated logistics services including truck/rail transport, freight forwarding in Thailand and internationally. It also offers IT solutions and GPS tracking services.
KIAT: Announced a share buyback program of up to 200m shares (6.47% of paid-up shares) under a THB 100m budget. The buyback period runs from May 18 to Nov 17, 2026.
Comment: Another one
NSL Foods Public Company Limited manufactures and distributes bakery, snack, and dessert products in Thailand under various brands; it also processes meat and other food items.
NSL: To start price hikes on hot sandwiches, ready meals, and bakery items at 7-Eleven from late 2Q. The company expects positive sales momentum to continue from newly launched products, including ham-wrapped cheese and caramel egg tart sandwiches. Additional capacity from its new Chonburi plant, scheduled to commence operations in 3Q26, should support growth. Management targets FY revenue growth of 13–15%.
Comment: Well that’s interesting – it’s not often that you see local brands do this.
Samart Telcoms Public Company Limited engages in the integrated telecommunications, communication network, and information technology businesses in Thailand across network infrastructure, enhanced technology solutions, and business applications.
SAMTEL: Expects to secure two ICT contracts worth a combined THB 2bn before end-2Q, which would lift the backlog from the current THB 7bn.
Comment: Nowhere near their heydays.
Seafco Public Company Limited, together with its subsidiaries, engages in the construction of foundation and general public works in Thailand and internationally, offering bored piling, barrette piling, diaphragm walls, vertical drains, and ground improvement services.
SEAFCO: Remains upbeat on earnings visibility backed by its THB 1.4bn backlog pending realization. Around 67% (THB 1.2bn) of Orange Line MRT projects are scheduled for transfer in 3Q. The company maintains its FY revenue growth target of 15%, implying revenue above THB 1.8bn.
Comment: May be interesting again when private investment picks up. Still the market leader.
Thai Stanley Electric Public Company Limited manufactures and sells automotive bulbs, lighting equipment, molds and dies, and product designs in Thailand and internationally, with a focus on automotive and motorcycle lighting products.
STANLY: FY26 (ended Mar) net profit came in at THB 1.92bn, +39% YoY, in line with the THB 1.98bn consensus. The company announced a THB 17 DPS, with XD on Jul 8.
Comment: Holy moly.
Summary Table
Comparison Table as of 12 May 2026 (USD/THB FX rate: 32.5)
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| KIAT.BK | $28.4M | 0.31 | 31.0 | 0.85x | 6.45% | ▼ -6.1% | View → |
| NSL.BK | $197.5M | 21.40 | 10.7 | 2.96x | 5.14% | ▼ -7.4% | View → |
| SAMTEL.BK | $70.8M | 3.72 | 23.3 | 0.63x | 2.69% | ▼ -10.6% | View → |
| SEAFCO.BK | $60.9M | 2.50 | 11.9 | 1.26x | 4.80% | ▲ +20.2% | View → |
| STANLY.BK | $506.8M | 215.00 | 8.6 | 0.75x | 9.30% | ▲ +13.8% | View → |
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