Turnkey Communication Services PCL

Several mid- and small-cap stocks reported standout second-quarter profit growth. UNIX posted net profit of 117 million baht, up 244%, driven by sales of flexible film packaging and heavy-duty packaging. BLAND reported net profit of 193.11 million baht, up more than 100%, from property transfers and rental service income. NEO earned 209 million baht, up 161%, on market share gains in consumer products. NCAP posted a record profit of 196 million baht, up 34%, from expanding motorcycle hire-purchase lending. TKC earned 88 million baht, up more than threefold, from its AI cloud data center and cyber security business, with a backlog of 3.40 billion baht. TKN posted profit of 118 million baht, up 37%, and announced an interim dividend of 0.14 baht per share.

The Thai stock market closed at 1,609.06 points, down 5.30 points or 0.33%, with turnover of 81.76 billion baht. TKC reported second-quarter 2026 profit of 87.38 million baht, up 348%, and total revenue of 1.03 billion baht, up 148.67%, driven by the national learning management platform development project and the expansion of central government cloud services, with a backlog of 3.35 billion baht. The board of SO approved an interim dividend for the first six months of 2026 at 0.18 baht per share, with the stock trading ex-dividend on 27 August 2026 and payment on 10 September 2026, after total revenue of 1.43 billion baht and net profit of 102.92 million baht. WICE reported first-half service revenue of 2.8 billion baht, up 22.4%, and net profit of 48 million baht. Mono Streaming, a subsidiary of MONO, has chosen the AWS Asia Pacific Thailand Region to upgrade the infrastructure of its Monomax platform, which has more than 4 million registered users, in preparation for 4K streaming of the 2026/27 Premier League football season.

Sky ICT Public Company Limited, or SKY, has announced it is moving forward with its aviation technology business to drive long-term growth, with plans to develop an airport management platform and AI humanoid robots targeting the global market. Chief Executive Officer Sittidej Mayalarp revealed that the aviation industry is on an upswing, with global passenger numbers expected to grow by around 20 to 25 percent in 2026, while passenger numbers in Thailand are projected to grow by an average of 5 to 7 percent per year and will accelerate in the fourth quarter of 2026, which is the tourist season. Meanwhile, Airports of Thailand has plans to expand Suvarnabhumi Airport from a capacity of 60 million passengers per year to 75 million in the next three years, and to 140 million by 2034, which will be a factor driving increased demand for airport management technology. SKY is also developing the OCC Platform, a comprehensive ground handling management platform, with plans to launch it in international markets in 2030, while also pushing into the humanoid robot business through a joint venture with AGIBOT and TKC, in which SKY holds a 55 percent stake, to develop Thai-language AI and a large language model, aiming to deploy robots in actual airport operations by the end of this year. Currently, SKY provides technology systems at 13 airports nationwide, and as of the end of the first quarter of 2026, it had a backlog valued at 25.287 billion baht, with over 90 percent being long-term projects in the Technology as a Service segment.