Summary · why it matters
Adisak Sukumvitaya, Chief Executive Officer of Jaymart Group Holdings Public Company Limited, or JMART, presented the company's business overview at the Opportunity Day event organized by the Stock Exchange of Thailand on August 17, 2026. He said the group is ready to move toward a new phase of growth by focusing on using technology to drive the mobile phone business in which the company has more than 30 years of expertise, especially the locked-phone business segment, which is expected to be a key supporting factor. The smartphone market is about 17 million units per year, and consumers are shifting toward higher-priced smartphones. The company is therefore joining forces with leading brands through the platforms of SG Capital Public Company Limited, or SGC, and KBJ Capital Company Limited, which have been able to generate profits continuously. This growth is also supported by distribution networks such as Jaymart Mobile and Singer Thailand Public Company Limited, or SINGER, as well as support from JMT Network Services Public Company Limited, or JMT, in using databases to screen customer quality more accurately. As for JMT's debt management business direction, it is expected to continue growing well in the second half of the year. Although new debt purchases may not be as high in volume as in the past, the company believes that non-performing loans in the system will continue to flow out steadily. For future growth plans, JMART aims to list three subsidiaries on the Stock Exchange of Thailand: Suki Tee Noi, KBJ, and J Ventures, which is the company that oversees the group's technology operations. All three companies are currently ready and are in the process of considering the appropriate timing for fundraising. Regarding the financial stability of the JMART group, it is currently very strong, with an interest-bearing debt to equity ratio of only 0.61 times. The company has already prepared funding sources to support the repayment of debentures maturing this October totaling 1.612 billion baht, from cash on hand, liquid assets, a plan to issue new debentures to replace the existing ones, and dividends from subsidiaries. The company is therefore confident that there will be no problem in repaying the debentures. Meanwhile, on the progress of BNN Restaurant Group Company Limited, the operator of Suki Tee Noi restaurants, the company currently has five restaurant brands under its umbrella: Suki Tee Noi, Suki Tee Noi Plus, Tee Noi Go, Tee Noi Barbecue, and Nai Pan Moo Krata. As of the end of July, there were 134 branches in total covering 42 provinces, with plans to open branches in 17 more provinces within this year, which will bring total coverage to 59 provinces before expanding to all 77 provinces nationwide next year. For the operating performance of the Suki Tee Noi restaurant business, in the second quarter total sales were 2.915 billion baht, growing 13 percent compared with the previous quarter, driven by continuous new branch openings averaging four to five branches per month. Net profit was 165 million baht, down slightly from the previous quarter due to selling expenses and promotional activities during new branch openings, as well as higher set-up costs for new branches, even though the company was able to manage raw material costs better overall.
Jay Mart Public Company Limited
JMT Network Services Public Company Limited
SG Capital PCL
Singer Thailand Public Company Limited