Vintcom Technology PCL

PTT shares jumped to 43.25 baht per share, the highest in nearly six years, after the board approved an interim dividend of 1.40 baht per share, worth 39.6 billion baht. The stock will go ex-dividend on October 7, with payment scheduled for October 22, 2026. The company also announced a buyback of 238.66 million shares between September 28 and October 12. Brokers view the dividend as higher than expected and recommend buying, with a target price of 49 baht per share. Meanwhile, AWC will hold a press conference today on the sale of assets into a REIT, preparing to set up a trust worth about 50 billion baht, with a target price of 3.90 baht per share. VCOM has signaled a large revenue recognition in the fourth quarter of 2026 and is confident full-year revenue will meet its 2.2 billion baht target. CK is proceeding with the sale of 200 million BEM shares through a big lot, worth a total of more than 1.3 billion baht at 6.50 baht per share, with subscriptions exceeding the offered shares by more than seven times. SEAOIL approved an investment in newly issued ordinary shares of Jatujak Pattana, an 8% stake worth a total of 40 million baht, with the transaction expected to be completed within the fourth quarter of this year.

VCOM Technology Public Company Limited, or VCOM, is signalling that its fourth-quarter 2026 results will recognise a large chunk of revenue from projects delayed out of the third quarter of 2026. Managing Director Songsi Srirungruangjit told "Than Hoon" that third-quarter 2026 performance may fall short of the target set, because some projects had their revenue recognition pushed back, and that revenue will be recognised in the fourth quarter of 2026 in a fairly large amount. Overall, however, the company is keeping its full-year 2026 revenue target at approximately 2.2 billion baht and expects full-year results to meet the target or projection, with a chance of setting a new high. For its 2027 direction, the company will focus mainly on private-sector projects, since government investment in information technology remains limited. It is also preparing a strategy to place greater emphasis on artificial intelligence, or AI, businesses, and will increase the share of revenue from services, especially AI-related services, in order to lift gross margin and restructure revenue toward a higher proportion of work that creates greater added value. The company assesses that under current economic conditions, driving sales growth of 10 to 20 percent as in the past may be harder to achieve, so it is giving more weight to improving profitability instead.