Summary · why it matters
Major investor Hatairat Chulangkul is set to receive interim dividends for the first half of 2026 from six companies in her portfolio, totaling 39,966,492 baht, with payments scheduled during the first half of September 2026. The breakdown is as follows: BEC at 10,684,664 baht, payable on September 10; GRAMMY at 10,119,185 baht, payable on September 11; NNCL at 10,123,393 baht, payable on September 10; ONEE at 4,742,832 baht, payable on September 4; SAMART at 2,461,326 baht, payable on September 11; and TKN at 1,835,092 baht, payable on September 11. A portfolio review in August 2026 showed that Hatairat adjusted her holdings in two companies, increasing her stake in BEC to 267,116,600 shares, or 13.36%, from 266,452,000 shares, or 13.32%, and raising her stake in TKN to 13,107,800 shares, or 0.95%, from 11,481,700 shares, or 0.83%. Meanwhile, in September 2026, BEC's share price fell 0.51% and TKN's dropped 0.96%. Krungsri Securities recommends Reduce on BEC with a target price of 1.38 baht, noting that shrinking television media spending continues to pressure earnings. Although the company's financial position remains strong with net cash of about 1.92 baht per share, revenue from new businesses has not been able to offset the decline in advertising revenue significantly. The brokerage expects second-half 2026 results to recover as pressure from the war eases and revenue from events and artist management increases, though the effective tax rate remains high and the future of digital TV concessions is still unclear.
BEC World Public Company Limited
GMM Grammy Public Company Limited
The ONE Enterprise Public Company Limited
Nava Nakorn Public Company Limited
