Stocks in the news (ptt, pttep, synex) 13.08.26
PTT Public Company Limited (PTT.BK)
Thailand’s leading integrated energy company engaged in petroleum exploration & production, refining, oil marketing, petrochemicals, and related downstream businesses across Asia and internationally.
| Market Cap (THB) | 1.12 trillion |
| Market Cap (USD) | $33.73 billion |
| Current Price | 39.50 THB |
| 52-Week Range | 30.00 – 40.00 THB |
| P/E (TTM) | 12.19x |
| P/BV | 0.93x |
| Dividend Yield | 5.32% |
| Avg Daily Value | ~5.14 billion THB |
PTT Exploration and Production PCL (PTTEP.BK)
Thailand’s national upstream oil & gas company focused on exploration, development and production of petroleum in Thailand, Southeast Asia, the Middle East, Africa and other international markets.
| Market Cap (THB) | 603.44 billion |
| Market Cap (USD) | $18.18 billion |
| Current Price | 152.00 THB |
| 52-Week Range | 104.00 – 164.00 THB |
| P/E (TTM) | 8.72x |
| P/BV | 1.06x |
| Dividend Yield | 6.02% |
| Avg Daily Value | ~2.80 billion THB |
PTT / PTTEP: Indonesia is set to lift its investment moratorium following compensation linked to a 2009 oil spill in the Timor Sea, clearing the way for PTT and PTTEP to resume oil & gas exploration and production activities in Indonesia.
Comment: Indonesia has finally opened up their kimono to O&G development.
Synnex (Thailand) PCL (SYNEX.BK)
Leading end-to-end IT distribution platform in Thailand covering computers, peripherals, software, smartphones, wearables, gaming products and enterprise solutions & services.
| Market Cap (THB) | 8.05 billion |
| Market Cap (USD) | $242.5 million |
| Current Price | 9.50 THB |
| 52-Week Range | 8.55 – 12.70 THB |
| P/E (TTM) | 9.60x |
| P/BV | 1.63x |
| Dividend Yield | 4.95% |
| Avg Daily Value | ~31 million THB |
SYNEX: SYNEX is shifting toward end-to-end AI infrastructure after strong growth in commercial IT, particularly AI PCs and corporate infrastructure projects, in 1H26. It sees further opportunities across AI servers, energy infrastructure, storage, networking, cloud and AI solutions, while Samsung’s AI-powered Device-as-a-Service rollout should help build recurring enterprise revenue.
Comment: Been noticing throughout the region that the IT distributors performing well have a substantial portion of their volume sold to corporates.
Comparison Table
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| PTT.BK | $33.73B | 39.50 | 12.19x | 0.93x | 5.32% | +23.44% | View → |
| PTTEP.BK | $18.18B | 152.00 | 8.72x | 1.06x | 6.02% | +34.51% | View → |
| SYNEX.BK | $242.5M | 9.50 | 9.60x | 1.63x | 4.95% | -4.52% | View → |
Data as of 11 August 2026. Market Cap USD converted at USD/THB 33.20. YTD calculated from last trading day of 2025 (30 Dec 2025).
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