Stocks in the news (OR, OSP, PTT, SCB, SCGD, SICT) 27.10.26
Company news
PTT Oil and Retail Business Public Company Limited operates an integrated oil and non-oil retailing platform in Thailand and abroad, covering petroleum products, commercial marketing, coffee shops, food and beverage outlets, convenience stores and space management. The share closed at THB 12.90 on 26 October 2026. Market capitalisation is approximately THB 154.8 billion. YTD is negative versus the Dec 30 2025 close of THB 13.30.
| Market Cap (THB): 154.8B | Market Cap (USD): ~$4.59B (at ~THB 33.75/USD) |
| Current Price: THB 12.90 (as of 26 October 2026 close) | 52-Week Range: THB 10.40-15.60 |
| P/E Ratio: 28.9x (TTM) | P/BV: 1.37x |
| Dividend Yield: 4.7% (latest indicated) | Avg Daily Value: ~THB 187M |
OR is seeing a turnaround from Bt 1.8b loss in 2Q26 driven by recovery in mobility biz following higher crude oil px, enabling the co., to reverse estm Bt 2.4b net realizable value (NRV) in inventory loss recorded in 2Q, marketing margin is expected to recover to Bt 1.2/ltr supported by inventory gains while strong performance from oil distribution biz and CafΓ© Amazon able to offset softer fuel sales vol.
Comment: Well still a ways to go. They need oil prices to drop sharply to see a proper rebound in marketing margins
Osotspa Public Company Limited is a Thai consumer company with core segments in beverages (including energy drinks), personal care, and healthcare and confectionery, plus non-core OEM and packaging activities. The share closed at THB 17.90 on 26 October 2026. Market capitalisation is approximately THB 53.8 billion. YTD is positive versus the Dec 30 2025 close of THB 16.10.
| Market Cap (THB): 53.8B | Market Cap (USD): ~$1.59B (at ~THB 33.75/USD) |
| Current Price: THB 17.90 (as of 26 October 2026 close) | 52-Week Range: THB 13.70-18.90 |
| P/E Ratio: 14.8x (TTM) | P/BV: 3.25x |
| Dividend Yield: 4.8% (latest indicated) | Avg Daily Value: ~THB 197M |
OSP: The Co marks its 135th anniversary, highlighting its evolution from the Tek Heng Yoo pharmacy into a leading beverages, personal care, and healthcare products company, while continuing to drive sustainable growth and social value.
Comment: Believe this is the oldest βcompanyβ in Thailand?
PTT Public Company Limited is Thailandβs national integrated energy company, with businesses in natural gas, gas transmission, international trading and new/sustainability activities, plus major investments in exploration and production, LNG, petrochemicals and refining, oil and retail, power and utilities. The share closed at THB 41.75 on 26 October 2026. Market capitalisation is approximately THB 1,182 billion. YTD is positive versus the Dec 30 2025 close of THB 32.00.
| Market Cap (THB): 1,182B | Market Cap (USD): ~$35.0B (at ~THB 33.75/USD) |
| Current Price: THB 41.75 (as of 26 October 2026 close) | 52-Week Range: THB 30.00-43.75 |
| P/E Ratio: 9.6x (TTM) | P/BV: 0.98x |
| Dividend Yield: 6.7% (latest indicated) | Avg Daily Value: ~THB 4,340M |
PTT: The Co remains confident in navigating energy market uncertainties through its Capital Discipline strategy, focusing on core strengths, optimizing investments, and expanding global partnerships to drive long-term growth and value creation.
Comment: Translation – we did a lot of silly CVC and international investments and weβre bringing the capital back home.
SCB X Public Company Limited is the investment holding company of the SCB financial business group, encompassing commercial banking, digital banking and related financial services in Thailand. The share closed at THB 152.50 on 26 October 2026. Market capitalisation is approximately THB 513.5 billion. YTD is positive versus the Dec 30 2025 close of THB 139.00.
| Market Cap (THB): 513.5B | Market Cap (USD): ~$15.2B (at ~THB 33.75/USD) |
| Current Price: THB 152.50 (as of 26 October 2026 close) | 52-Week Range: THB 127.00-160.00 |
| P/E Ratio: 11.7x (TTM) | P/BV: 1.06x |
| Dividend Yield: 6.1% (latest indicated) | Avg Daily Value: ~THB 2,140M |
SCB announced investment in Tasklet, an AI agent platform that enables biz to automate complex workflows and delegate operational tasks to AI agents, connect w/ biz applications, data sources and tools to perform tasks autonomously.
Comment: Digital banks are testing grounds for mass layoffs.
SCG Decor Public Company Limited (part of the SCG group) produces and sells floor and wall tiles and bathroom products in Thailand and other countries, and provides industrial estate services. The share closed at THB 5.50 on 26 October 2026. Market capitalisation is approximately THB 9.1 billion. YTD is positive versus the Dec 30 2025 close of THB 4.72.
| Market Cap (THB): 9.1B | Market Cap (USD): ~$0.27B (at ~THB 33.75/USD) |
| Current Price: THB 5.50 (as of 26 October 2026 close) | 52-Week Range: THB 4.50-5.95 |
| P/E Ratio: 20.0x (TTM) | P/BV: 0.49x |
| Dividend Yield: 6.3% (latest indicated) | Avg Daily Value: ~THB 2.4M |
SCGD reported 3Qnp at Bt 314m, +3.2% yoy, topped Bt 298m consensus, driven by strong sales growth in VN +20% yoy, thanks to robust dmd for glazed porcelain tiles, boost from exports sales to Philippines and new mkt in S.KR, MEX, eastern Europe amd M’sia, tailwind from lower financing costs aft biz restructuring via plant consolidation, asset write-off, new production line for oversize glazed porcelain tile on track to cod 3Q27, additional capacity of stone plastic composite (SPC) will be up by eo-1H27, announced buyback up to 165m shares (10% of paid-up) under Bt 1.2b budget, starting from Nov 11, 2026 till May 10, 2027.
Comment: Another sharebuyback. The SET is becoming a buyback machine.
Silicon Craft Technology Public Company Limited is a Thai fabless semiconductor company focused on research, development and marketing of microchips and RFID/integrated circuit solutions, primarily for animal ID, logistics and other applications. The share closed at THB 3.54 on 26 October 2026. Market capitalisation is approximately THB 1.70 billion. YTD is positive versus the Dec 30 2025 close of THB 2.28.
| Market Cap (THB): 1.70B | Market Cap (USD): ~$0.05B (at ~THB 33.75/USD) |
| Current Price: THB 3.54 (as of 26 October 2026 close) | 52-Week Range: THB 2.20-3.72 |
| P/E Ratio: 21.0x (TTM) | P/BV: 1.93x |
| Dividend Yield: 0.7% (latest indicated) | Avg Daily Value: ~THB 8.5M |
SICT Moves from mai to SET today. Stays in Technology, Electronic Components sector. Designs and develops ICs, outsources manufacturing. Filed yesterday.
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| OR.BK | ~$4.59B | 12.90 | 28.9x | 1.37x | 4.7% | βΌ -3.0% | View β |
| OSP.BK | ~$1.59B | 17.90 | 14.8x | 3.25x | 4.8% | β² +11.2% | View β |
| PTT.BK | ~$35.0B | 41.75 | 9.6x | 0.98x | 6.7% | β² +30.5% | View β |
| SCB.BK | ~$15.2B | 152.50 | 11.7x | 1.06x | 6.1% | β² +9.7% | View β |
| SCGD.BK | ~$0.27B | 5.50 | 20.0x | 0.49x | 6.3% | β² +16.5% | View β |
| SICT.BK | ~$0.05B | 3.54 | 21.0x | 1.93x | 0.7% | β² +55.3% | View β |
Corporate events
XD today β INETREIT ΰΈΏ0.0675 (Aug period, from net profit and retained earnings).
Still open β BIS tender at ΰΈΏ1.27 through 3 Nov. MAJOR buyback window is open. STPI rights 29 Octβ4 Nov at ΰΈΏ5.55. ROH rights 20β27 Oct at ΰΈΏ0.60. SMT cash-balance runs to 30 Oct.
Market chatter
(not filings)
SET β Closed yesterday at 1,579.03, up 16.36 (+1.05%). Foreigners bought net for four straight sessions, ~ΰΈΏ8.7bn cumulative. Anthropic IPO filing is the overnight colour. Brokers are flagging DELTA, BBL, ITC and BJC. Not a filing.
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