← Srisawad Power 1979 PCL overview

Srisawad Power 1979 PCL vs Krungthai Card PCL: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Srisawad Power 1979 PCL (SAWAD.BK)

Q3 2026
▲3▼1

SAWAD's own growth plan and dividend stand out as rate fears ease

  • SAWAD guides to stronger H2 loan growth and cheaper funding SAWAD said second-half 2026 lending should grow faster than the first half, helped by small traders needing working capital, and expects its borrowing cost to fall to about 4% by year-end after refinancing expensive debt. More loans and cheaper funding both lift profit.

    Company guidance on loan growth and funding costs is the clearest new force on future earnings and the stock.

  • SAWAD pays an interim dividend of 0.35 baht SAWAD declared an interim dividend of 0.35 baht per share, 581.53 million baht in total, from first-half results. The XD date is 6 October 2026 and payment is 21 October 2026. A cash payout supports the shares and shows the business is still generating money.

    A newly declared dividend is a concrete cash return to holders and a fresh support for the share price.

  • Weak US jobs cut the chance of a Fed rate hike US September jobs came in far below forecasts and unemployment rose, so investors cut the odds of a Fed hike in late October to 22.7% from 64.2% a week earlier. Lower rate-hike fear helps rate-sensitive Thai financials like SAWAD, which trades at 0.90 times book value.

    This is the newest shift in the interest-rate backdrop that has been the main outside pressure on SAWAD.

  • Floods seen trimming SAWAD's 2026 earnings about 1% Bualuang Securities estimates the widening floods will cut SAWAD's 2026 earnings by roughly 1%, as borrowers in flooded areas struggle to repay. The hit is small and far below the 2011 floods, but it is a real drag on profit and asset quality.

    It is the main new counterweight to the positive company and rate news this period.

September 2026
▲3▼1

SAWAD's own growth plan and dividend stand out as rate fears ease

  • SAWAD guides to stronger H2 loan growth and cheaper funding SAWAD said second-half 2026 lending should grow faster than the first half, helped by small traders needing working capital, and expects its borrowing cost to fall to about 4% by year-end after refinancing expensive debt. More loans and cheaper funding both lift profit.

    Company guidance on loan growth and funding costs is the clearest new force on future earnings and the stock.

  • SAWAD pays an interim dividend of 0.35 baht SAWAD declared an interim dividend of 0.35 baht per share, 581.53 million baht in total, from first-half results. The XD date is 6 October 2026 and payment is 21 October 2026. A cash payout supports the shares and shows the business is still generating money.

    A newly declared dividend is a concrete cash return to holders and a fresh support for the share price.

  • Weak US jobs cut the chance of a Fed rate hike US September jobs came in far below forecasts and unemployment rose, so investors cut the odds of a Fed hike in late October to 22.7% from 64.2% a week earlier. Lower rate-hike fear helps rate-sensitive Thai financials like SAWAD, which trades at 0.90 times book value.

    This is the newest shift in the interest-rate backdrop that has been the main outside pressure on SAWAD.

  • Floods seen trimming SAWAD's 2026 earnings about 1% Bualuang Securities estimates the widening floods will cut SAWAD's 2026 earnings by roughly 1%, as borrowers in flooded areas struggle to repay. The hit is small and far below the 2011 floods, but it is a real drag on profit and asset quality.

    It is the main new counterweight to the positive company and rate news this period.

Latest
▲3▼1

SAWAD's own growth plan and dividend stand out as rate fears ease

  • SAWAD guides to stronger H2 loan growth and cheaper funding SAWAD said second-half 2026 lending should grow faster than the first half, helped by small traders needing working capital, and expects its borrowing cost to fall to about 4% by year-end after refinancing expensive debt. More loans and cheaper funding both lift profit.

    Company guidance on loan growth and funding costs is the clearest new force on future earnings and the stock.

  • SAWAD pays an interim dividend of 0.35 baht SAWAD declared an interim dividend of 0.35 baht per share, 581.53 million baht in total, from first-half results. The XD date is 6 October 2026 and payment is 21 October 2026. A cash payout supports the shares and shows the business is still generating money.

    A newly declared dividend is a concrete cash return to holders and a fresh support for the share price.

  • Weak US jobs cut the chance of a Fed rate hike US September jobs came in far below forecasts and unemployment rose, so investors cut the odds of a Fed hike in late October to 22.7% from 64.2% a week earlier. Lower rate-hike fear helps rate-sensitive Thai financials like SAWAD, which trades at 0.90 times book value.

    This is the newest shift in the interest-rate backdrop that has been the main outside pressure on SAWAD.

  • Floods seen trimming SAWAD's 2026 earnings about 1% Bualuang Securities estimates the widening floods will cut SAWAD's 2026 earnings by roughly 1%, as borrowers in flooded areas struggle to repay. The hit is small and far below the 2011 floods, but it is a real drag on profit and asset quality.

    It is the main new counterweight to the positive company and rate news this period.

Krungthai Card PCL (KTC.BK)

Q3 2026
▲3▼1

KTC hits record profit, gets state stimulus boost, but bank-sector selloff weighs

  • Record Q2 profit and raised broker target KTC posted a record second-quarter 2026 net profit of 2.2 billion baht, up 17.4% from a year earlier, as fee income grew and bad-loan provisions fell. Analysts raised their 2026 profit forecast and kept a Buy rating with a 50 baht target, well above the current price. Strong profits and higher targets pull the stock up.

    This is the core new fundamental event of the period and directly drives the stock's value.

  • Government stimulus lifts card spending Thailand approved a stimulus package worth over 50 billion baht, including bigger welfare-card allowances and a 60/40 co-payment scheme running October to November 2026. Broker KSS named KTC a beneficiary because the extra money in consumers' hands flows onto its credit cards, supporting spending and fee income.

    New government policy directly boosts demand for KTC's core product, credit cards.

  • Clean-energy loans and installments boost card use A 200 billion baht government program for solar rooftops and electric vehicles includes low-interest loans and installment payments. KTC was named among stocks that benefit because these installment plans run through credit cards, encouraging more card spending. More spending means more fee income for KTC.

    A new policy channel that increases card transaction volume for KTC.

  • Bank-sector selloff on weak economy fears Thai bank stocks were sold off after mixed second-quarter results and worries about the third-quarter economy. KTC, despite solid performance, was dragged down with the sector as investors feared slower loan growth and higher consumer risk. This sector-wide pressure can pull KTC's price down even when its own results are good.

    It is the main counterweight explaining why KTC's strong results did not lift the stock without interruption.

August 2026
▲3▼1

KTC hits record profit, gets state stimulus boost, but bank-sector selloff weighs

  • Record Q2 profit and raised broker target KTC posted a record second-quarter 2026 net profit of 2.2 billion baht, up 17.4% from a year earlier, as fee income grew and bad-loan provisions fell. Analysts raised their 2026 profit forecast and kept a Buy rating with a 50 baht target, well above the current price. Strong profits and higher targets pull the stock up.

    This is the core new fundamental event of the period and directly drives the stock's value.

  • Government stimulus lifts card spending Thailand approved a stimulus package worth over 50 billion baht, including bigger welfare-card allowances and a 60/40 co-payment scheme running October to November 2026. Broker KSS named KTC a beneficiary because the extra money in consumers' hands flows onto its credit cards, supporting spending and fee income.

    New government policy directly boosts demand for KTC's core product, credit cards.

  • Clean-energy loans and installments boost card use A 200 billion baht government program for solar rooftops and electric vehicles includes low-interest loans and installment payments. KTC was named among stocks that benefit because these installment plans run through credit cards, encouraging more card spending. More spending means more fee income for KTC.

    A new policy channel that increases card transaction volume for KTC.

  • Bank-sector selloff on weak economy fears Thai bank stocks were sold off after mixed second-quarter results and worries about the third-quarter economy. KTC, despite solid performance, was dragged down with the sector as investors feared slower loan growth and higher consumer risk. This sector-wide pressure can pull KTC's price down even when its own results are good.

    It is the main counterweight explaining why KTC's strong results did not lift the stock without interruption.

Latest
▲3▼1

KTC hits record profit, gets state stimulus boost, but bank-sector selloff weighs

  • Record Q2 profit and raised broker target KTC posted a record second-quarter 2026 net profit of 2.2 billion baht, up 17.4% from a year earlier, as fee income grew and bad-loan provisions fell. Analysts raised their 2026 profit forecast and kept a Buy rating with a 50 baht target, well above the current price. Strong profits and higher targets pull the stock up.

    This is the core new fundamental event of the period and directly drives the stock's value.

  • Government stimulus lifts card spending Thailand approved a stimulus package worth over 50 billion baht, including bigger welfare-card allowances and a 60/40 co-payment scheme running October to November 2026. Broker KSS named KTC a beneficiary because the extra money in consumers' hands flows onto its credit cards, supporting spending and fee income.

    New government policy directly boosts demand for KTC's core product, credit cards.

  • Clean-energy loans and installments boost card use A 200 billion baht government program for solar rooftops and electric vehicles includes low-interest loans and installment payments. KTC was named among stocks that benefit because these installment plans run through credit cards, encouraging more card spending. More spending means more fee income for KTC.

    A new policy channel that increases card transaction volume for KTC.

  • Bank-sector selloff on weak economy fears Thai bank stocks were sold off after mixed second-quarter results and worries about the third-quarter economy. KTC, despite solid performance, was dragged down with the sector as investors feared slower loan growth and higher consumer risk. This sector-wide pressure can pull KTC's price down even when its own results are good.

    It is the main counterweight explaining why KTC's strong results did not lift the stock without interruption.

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