Stocks to Watch Today: BCP Names New CEO, Central Plows 3.5 Billion Dollars into Vietnam

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Summary · why it matters

Today's stocks to watch span several key developments. Bangchak, or BCP, is changing its top leadership for the first time in 12 years, after the board unanimously resolved to appoint Bundit Hansapaiboon as the new CEO, succeeding Chaiwat Kovavisarach, whose term has ended, effective January 1, 2027, after more than a decade at the helm. The stock fell nearly 3% on concerns over the leadership change. Meanwhile, BCPG clarified the case in which the Department of Special Investigation requested information on its investment in the Phetchaburi oil depot and jetty project, confirming it is ready to cooperate fully and that there has been no conclusion or ruling from the relevant agencies. Central announced a new investment plan in Vietnam totaling 3.5 billion US dollars, covering retail, real estate, and hotels, split into 1.5 billion dollars for CRC to expand roughly 50 stores over three to five years, and another 2 billion dollars for CPN, after seeing substantial room for economic and purchasing-power growth. EGCO is pushing into the United States, acquiring a large 615-megawatt natural gas power plant in central New York under a tolling agreement that locks in long-term cash flow and captures electricity demand from AI and data centers. SPALI declared that Thai real estate has passed its bottom, and it will launch 19 new projects worth a combined 22.66 billion baht in the second half, with brokers saying profits have reached a turning point, raising this year's profit forecast by 10%, highlighting a 7.7% dividend yield, and setting a buy rating with a 21 baht target price.

Impact on assets 6

Energy Transition & Power Demand± Mixed · 3 stocks
BCPG Public Company Limited
BCPG
± MixedRegulationrelevance

BCPG confirmed it will cooperate with the Department of Special Investigation's request for information on its Phetchaburi oil depot and jetty investment, with no ruling yet.

Real Estate▲ · 2 stocks
Supalai Public Company Limited
SPALI
▲ PositiveCapitalDemandrelevance

Brokers raised this year's profit forecast by 10%, set a buy rating and 21 baht target price, citing a profit turning point and 7.7% dividend yield.

Consumer Discretionary▲ · 1 stocks
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