タイ国際航空株式会社(Thai Airways International Public Company Limited)は、子会社とともに、タイ国内および国際的な航空事業ならびに輸送に直接関連する事業部門を展開しています。報告セグメントは、旅客・貨物・郵便サービスを提供する航空輸送事業、貨物・郵便の商業サービス、地上顧客サービス、地上支援機器、ケータリングサービスを含む事業ユニット、そして運航管理サービス、免税品販売、整備部門からの記念品販売などの輸送支援活動で構成されるその他事業の3つです。さらに、観光、旅行向け情報技術、航空訓練サービスを提供し、航空機の整備・修理・オーバーホールサービスも行っています。同社は1959年に設立され、タイのバンコクに本拠を置いています。
THAI.BK · Regulation · Negative Thai Airways board suspended former CEO Chai Eamsiri over allegations he bypassed proper procurement channels in a wine purchase, a governance/legal matter.
THAI.BK · Regulation · Negative Board suspended CEO Chai Eamsiri pending a fact-finding investigation into management processes during a crisis, creating leadership uncertainty.
THAI.BK · Regulation · Negative Board suspended CEO Chai Eamsiri pending a fact-finding investigation into the company's flood crisis management, creating leadership and governance uncertainty.
THAI.BK · Capital · Positive Brokers recommend gradual accumulation with a 7.56 baht consensus target, citing recovering earnings momentum and a Q4 2026 high-season recovery.
THAI.BK · Regulation · Neutral Board removed CEO and launched an investigation into procurement and management, creating governance uncertainty that is a short-term negative overhang.
AIR.PA · Demand · Positive Airbus is expanding cooperation with Thailand across aviation, space technology, personnel development, and clean energy, including establishing a Center of Excellence in Thailand.
THAI.BK · Demand · Positive Airbus and Thai officials discussed cooperation with Thai Airways to support Thailand's goal of becoming the region's aviation hub, implying potential business for the airline.
THCOM.BK · Demand · Positive Airbus plans to expand space technology cooperation building on existing work with GISTDA and Thaicom, signaling potential new business for the satellite operator.
KTB.BK · Capital · Positive KTB named a top pick and may book a ~3.7bn baht investment gain from revaluing its 75% Thai Airways stake.
KBANK.BK · Capital · Positive KBANK named a top pick with OVERWEIGHT sector view, though Q3 profit forecast down 4.0% y/y and 5.7% q/q.
BBL.BK · Capital · Neutral Tisco forecasts BBL Q3/26 profit of 10.128bn baht, down 26.6% y/y but up 6.6% q/q.
SCB.BK · Capital · Neutral SCB Q3/26 profit forecast at 11.213bn baht, down 7.0% y/y but up 0.9% q/q.
KKP.BK · Capital · Neutral KKP Q3/26 profit forecast at 2.116bn baht, up 26.7% y/y but down 0.3% q/q.
THAI.BK · Capital · Positive KTB may record a ~3.7 billion baht investment gain from revaluing its 75% stake in Thai Airways after the silent period ended.
THAI.BK · Regulation · Negative Board calls special meeting to investigate and reportedly remove CEO Chai Eamsiri over poor management and service problems.
Thai Airports Ground Services · Demand · Positive III proposes partnering with AOT Ground Aviation Services (AOTGA) to let partners with ready warehouse-management capabilities help handle Suvarnabhumi's congested cargo space.
THAI.BK · Supply · Neutral Thai Airways lifted its temporary cargo-acceptance embargo at Suvarnabhumi, but the article focuses on III's truck-link proposal and the ongoing backlog, not on Thai Airways' own outlook.
THAI.BK · Supply · Positive Thai Airways operations are recovering with only ~15% of flights cancelled and baggage backlogs being cleared, easing the operational disruption.
7203.JP · Supply · Negative Flooding disrupted parts deliveries, forcing Toyota to halt production at four Thai plants until supplier deliveries can be restored.
THAI.BK · Supply · Negative Thai Airways suspended inbound and outbound cargo services through October 6 after flooding left about half its Suvarnabhumi staff unable to reach work.
THAI.BK · Supply · Negative Flooding and broken baggage conveyor vehicles plus past cost-cutting/outsourcing left Thai Airways short of staff and equipment, causing a baggage backlog crisis.
Bangkok Flight Services · Demand · Positive Bangkok Flight Services was called in to assist Thai Airways with ground operations during the crisis, providing additional ground-handling capacity.
THAI.BK · Supply · Negative Thai Airways cancelled numerous domestic and international flights from 1-3 October 2026, disrupting its capacity and operations.
THAI.BK · Supply · Negative Thai Airways suspended inbound and outbound cargo acceptance at its terminal for seven days, disrupting its air cargo service and drawing government pressure to resolve it faster.
THAI.BK · Regulation · Positive Thai Airways lifted its cargo embargo on inbound, outbound and transshipment cargo, easing restrictions on air cargo transport.
THAI.BK · Regulation · Negative Thai Airways faces a stranded-baggage crisis with ~8,000 pieces still to clear, government-mandated 8-hour progress reports, and liability for all damages and missed flights.
AOT.BK · Regulation · Neutral AOT is part of the government-led War Room ordered to report baggage-clearance progress every 8 hours, a regulatory/oversight burden rather than a clear business gain.
DELTA.BK · Capital · Positive Krungsri names DELTA among its Q4 2026 top picks and Overweight electronic-components group benefiting from the upstream AI CAPEX cycle.
GULF.BK · Capital · Positive Krungsri recommends GULF in its Overweight power group benefiting from the CAPEX cycle and lists it among Q4 2026 top picks.
IVL.BK · Capital · Positive Krungsri lists IVL among Q4 2026 top picks, citing agricultural substitutes benefiting from Super El Niño.
KBANK.BK · Capital · Positive Krungsri recommends KBANK in its Overweight banking group and includes it among Q4 2026 top picks.
PTTGC.BK · Capital · Positive Krungsri names PTTGC in its NTM Re-ratings group and among Q4 2026 top picks.
SCC.BK · Capital · Positive Krungsri names SCC as a top Q4 2026 pick and Overweight construction-contracting play benefiting from the AI CAPEX cycle.
THAI.BK · Supply · Negative Flooding-driven staffing shortages force THAI to suspend cargo acceptance at its Suvarnabhumi warehouse Oct 1-6, disrupting its cargo operations.
AWC.BK · Capital · Positive Kasikorn Securities recommends BUY on AWC with a 3.74 baht target price, viewing the flood-driven share decline as an investment opportunity.
CENTEL.BK · Capital · Positive Kasikorn Securities recommends BUY on CENTEL with a 48.11 baht target price, viewing the flood-driven share decline as an investment opportunity.
THAI.BK · Capital · Positive Kasikorn Securities recommends BUY on THAI with a 6.78 baht target price, noting limited flood impact and normal flight operations.
PLANB.BK · Capital · Positive 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.
THAI.BK · Supply · Negative Thai Airways is racing to clear 5,600+ unclaimed bags after all flights were delayed and 60 flights per day cancelled, a major operational/supply disruption.
MMM.BK · Demand · Positive MMM launched mortgage, sale-with-redemption and housing loans via Keha Songkhro Capital, targeting a 700 million baht loan portfolio by 2028.
STECON.BK · Demand · Positive 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.
TASCO.BK · Supply · Positive 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.
AOT.BK · Supply · Neutral AOT brought onto Thai Airways' team to help clear 5,600 unclaimed bags after mass flight delays and cancellations; impact on AOT itself unclear.
THAI.BK · · Neutral A THAI director sold 500,000 shares for a ~125,000 baht profit after holding only 7 days; an insider share sale with no stated operational cause.
BGRIM.BK · Regulation · Positive Ruling reduces political risk and supports continuity of government policy, a positive for power producer BGRIM.
CK.BK · Regulation · Positive Court decision avoids political/policy vacuum, benefiting construction contractor CK through continued government policy continuity.
DELTA.BK · Regulation · Positive Reduced political risk and continued normal government administration are positive for component maker DELTA.
GPSC.BK · Regulation · Positive Ruling removes feared election annulment, supporting policy continuity that benefits power producer GPSC.
GULF.BK · Regulation · Positive Constitutional Court ruling removes political-risk scenario, supporting policy continuity for power producers like GULF.
THAI.BK · Supply · Negative Ground-handling problems at Thai Airways are cited as a factor that could hurt the tourism sector during the flooding period.
AOT.BK · Supply · Negative Suvarnabhumi cargo terminal congestion and the TNSC's call for AOT to add cargo capacity/screening highlight a supply-chain bottleneck at its airport.
THAI.BK · Supply · Negative Thai Airways' cargo division told customers to limit and delay outbound cargo, and airlines suspended outbound carriage, disrupting its cargo operations.
THAI.BK · Capital · Positive CGSI expects THAI's 2027 net profit to grow 24%, favors it over AOT on attractive valuation (6.9x 2027 P/E, 27% below sector), lower fuel costs and new fleet.
AOT.BK · Capital · Positive CGSI estimates AOT's 2027 net profit to grow 60% and Q3 2026 normal profit up 9% YoY, with higher departure service charge offsetting lower passenger numbers.
THAI.BK · Supply · Negative Heavy rain left too few baggage handlers, causing a massive backlog of unclaimed bags that THAI is responsible for and drawing a minister's demand that executives resign.
THAI.BK · Supply · Negative Flooding prevented licensed operational staff from reaching work, forcing Thai Airways to cut Bangkok departures by about 30% and delaying nearly all flights.
AOT.BK · · Neutral AOT is only mentioned as coordinating terminal space for baggage retrieval; no clear positive or negative impact stated.
THAI.BK · Supply · Negative Flooding left Thai Airways short-staffed, stranding 5,600 bags, delaying nearly all flights and forcing a ~30% capacity cut out of Bangkok.
AOT.BK · Supply · Neutral Airports of Thailand is providing space and staff to help handle Thai Airways' stranded baggage, a supporting role in the flood disruption.
THAI.BK · Supply · Negative Flooding at Suvarnabhumi causes luggage backlog and flight delays, forcing Thai Airways to cancel some flights late in the month.
CENTEL.BK · Demand · Positive Asia Plus favors CENTEL, noting its diversified Bangkok/provincial hotel and restaurant mix cushions flood impact and Q4 earnings should still expand.
ERW.BK · Demand · Neutral ERW's Lux to Eco hotels remain open but some Hop Inn branches are affected; flagged only as an event trade.
AOT.BK · Demand · Positive Research team maintains normal profits for AOT will expand QoQ and YoY through the tourism high season despite Bangkok floods.
MINT.BK · Demand · Positive MINT derives about 50% of hotel revenue from the EU, so it faces a more limited fundamental impact from the Bangkok floods.
THAI.BK · Capital · Neutral THAI is called a tactical buy after its share price fell 12% year to date, with no company-specific operational development cited.