← Mother Marketing overview

Mother Marketing vs Thanapiriya: why the prices moved differently

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

Mother Marketing Public Company Limited (MOTHER.BK)

Q3 2026
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

September 2026
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

Latest
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

Thanapiriya Public Company Limited (TNP.BK)

Q3 2026
▲4

TNP rides government stimulus and branch expansion to profit growth

  • Government stimulus boosts sales State welfare card limit increase and Thai Helps Thai Plus scheme put more money in shoppers' hands, driving same-store sales growth and higher spending per bill. This directly lifts TNP's revenue and profit.

    This is the main force behind TNP's expected profit growth and is repeatedly cited in new reports.

  • Strong Q2 results and dividend TNP reported Q2 2026 sales up 14.9% and net profit up 9.57% year-on-year, beating expectations. The board approved an interim dividend of 0.0525 baht per share, rewarding shareholders.

    Concrete financial results confirm the company's growth and support investor confidence.

  • Branch expansion drives future growth TNP plans to open 8 new branches this year to reach 64, and about 30 more over three years. New stores increase sales and market reach, supporting long-term earnings growth.

    Expansion is a key driver of TNP's growth strategy and is highlighted in new reports.

  • Brokers recommend Buy with higher fair value Brokers maintain Buy ratings and raise fair value to 4.00 baht, citing bright second-half outlook from stimulus and tourism. This boosts investor confidence and demand for the stock.

    Analyst upgrades and positive recommendations directly influence stock price.

August 2026
▲4

TNP rides government stimulus and branch expansion to profit growth

  • Government stimulus boosts sales State welfare card limit increase and Thai Helps Thai Plus scheme put more money in shoppers' hands, driving same-store sales growth and higher spending per bill. This directly lifts TNP's revenue and profit.

    This is the main force behind TNP's expected profit growth and is repeatedly cited in new reports.

  • Strong Q2 results and dividend TNP reported Q2 2026 sales up 14.9% and net profit up 9.57% year-on-year, beating expectations. The board approved an interim dividend of 0.0525 baht per share, rewarding shareholders.

    Concrete financial results confirm the company's growth and support investor confidence.

  • Branch expansion drives future growth TNP plans to open 8 new branches this year to reach 64, and about 30 more over three years. New stores increase sales and market reach, supporting long-term earnings growth.

    Expansion is a key driver of TNP's growth strategy and is highlighted in new reports.

  • Brokers recommend Buy with higher fair value Brokers maintain Buy ratings and raise fair value to 4.00 baht, citing bright second-half outlook from stimulus and tourism. This boosts investor confidence and demand for the stock.

    Analyst upgrades and positive recommendations directly influence stock price.

Latest
▲4

TNP rides government stimulus and branch expansion to profit growth

  • Government stimulus boosts sales State welfare card limit increase and Thai Helps Thai Plus scheme put more money in shoppers' hands, driving same-store sales growth and higher spending per bill. This directly lifts TNP's revenue and profit.

    This is the main force behind TNP's expected profit growth and is repeatedly cited in new reports.

  • Strong Q2 results and dividend TNP reported Q2 2026 sales up 14.9% and net profit up 9.57% year-on-year, beating expectations. The board approved an interim dividend of 0.0525 baht per share, rewarding shareholders.

    Concrete financial results confirm the company's growth and support investor confidence.

  • Branch expansion drives future growth TNP plans to open 8 new branches this year to reach 64, and about 30 more over three years. New stores increase sales and market reach, supporting long-term earnings growth.

    Expansion is a key driver of TNP's growth strategy and is highlighted in new reports.

  • Brokers recommend Buy with higher fair value Brokers maintain Buy ratings and raise fair value to 4.00 baht, citing bright second-half outlook from stimulus and tourism. This boosts investor confidence and demand for the stock.

    Analyst upgrades and positive recommendations directly influence stock price.