Stocks to Watch Today: Thai Airways Races to Clear 5,600 Bags, PLANB to Subscribe to iCare Capital Increase

InfoQuest··THVE·Read original
2▲4 ▼1Impact / 5
Summary · why it matters

Today's standout stocks span several key themes. Thai Airways is racing to clear more than 5,600 pieces of unclaimed baggage within 72 hours after 100% of its flights were delayed and it had to cancel a combined 60 flights per day. The airline has brought Airports of Thailand, or AOT, onto its team, while mobilising military personnel and hiring outside contractors at full capacity. Meanwhile, PLANB shares jumped nearly 7% after its board approved subscribing to 46.28% of iCare's capital increase, worth 860 million baht, extending its mobile insurance business in partnership with COM7. Analysts expect the deal to add 200 million baht in recognised profit per year, creating 11-13% upside. They recommend buying with a target price of 8.10 baht, calling it a Top Pick in the sector. MMM has launched mortgage, sale-with-right-of-redemption, and housing loans through its subsidiary Keha Songkhro Capital, aiming to grow its loan portfolio to 700 million baht by 2028 under its Jump+ plan. TASCO confirmed it holds 1.52 million barrels of Venezuelan crude oil inventory, enough to last through the first quarter of 2027, helping lift asphalt output by 10-15%. Brokers recommend buying with a target price of 18.50 baht and expect a 5.9% dividend yield. STECON expects 2026 revenue to exceed its target of 35 billion baht, with brokers forecasting 2027 revenue could reach 50-60 billion baht, driven by data centres, state megaprojects, and its infrastructure investment business.

Impact on assets 7

Communication Services▲ · 1 stocks
Plan B Media PCL
PLANB
▲ PositiveCapitalrelevance

PLANB board approved subscribing to 46.28% of iCare's 860 million baht capital increase, expected to add 200 million baht annual profit with analyst buy rating and 8.10 baht target.

Aerospace & Aviation▼ · 1 stocks
Artificial Intelligence▲ · 1 stocks
STECON Group Public Company Limited
STECON
▲ PositiveDemandrelevance

STECON expects 2026 revenue above its 35 billion baht target, with 2027 seen at 50-60 billion baht driven by data centres and state megaprojects.

Materials▲ · 1 stocks
Tipco Asphalt Public Company Limited
TASCO
▲ PositiveSupplyrelevance

TASCO confirmed 1.52 million barrels of Venezuelan crude inventory lasting through Q1 2027, lifting asphalt output 10-15%, a supply-side positive for the asphalt producer.

Industrials▲ · 1 stocks
Airports Of Thailand PCL
AOT
± MixedSupplyrelevance

AOT brought onto Thai Airways' team to help clear 5,600 unclaimed bags after mass flight delays and cancellations; impact on AOT itself unclear.

Consumer Discretionary▲ · 1 stocks
Others▲ · 1 stocks
MMM
MMM
▲ PositiveDemandrelevance

MMM launched mortgage, sale-with-redemption and housing loans via Keha Songkhro Capital, targeting a 700 million baht loan portfolio by 2028.

© 2026 MarketIVNews