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Pro Inside vs Jasmine Telecom Systems: why the prices moved differently

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

Pro Inside Public Company Limited (PIS.BK)

Q3 2026
▲4

PIS builds record backlog and pushes into smart energy

  • Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.

    An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.

  • Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.

    A new government policy creates fresh demand for PIS's services, a core driver of future revenue.

  • First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.

    Actual earnings growth and a much larger backlog confirm the growth story with real numbers.

  • Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.

    New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

August 2026
▲4

PIS builds record backlog and pushes into smart energy

  • Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.

    An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.

  • Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.

    A new government policy creates fresh demand for PIS's services, a core driver of future revenue.

  • First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.

    Actual earnings growth and a much larger backlog confirm the growth story with real numbers.

  • Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.

    New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

Latest
▲4

PIS builds record backlog and pushes into smart energy

  • Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.

    An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.

  • Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.

    A new government policy creates fresh demand for PIS's services, a core driver of future revenue.

  • First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.

    Actual earnings growth and a much larger backlog confirm the growth story with real numbers.

  • Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.

    New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

Jasmine Telecom Systems Public Company Limited (JTS.BK)

Q3 2026
▲2▼2

JTS: debt default fixed, MSCI exit, and a 6bn baht asset sale in play

  • Debt default resolved, CB caution sign lifted JTS settled the default on its debentures and the Stock Exchange removed the CB (caution) sign from its shares on 22 July. That clears the biggest worry hanging over the stock and restores some investor confidence, which supports the price.

    Removing the default warning is the key event that repaired JTS's financial standing and confidence.

  • Dropped from MSCI small-cap index, forcing fund outflows MSCI removed JTS from its Global Small Cap index from 31 August, so index-tracking funds had to sell the shares. Krungsri estimated this pulls money out of JTS, a mechanical downward push on the price that has nothing to do with the company's business.

    Index removal is a concrete, forced-selling event that pressures JTS's price.

  • Talks to sell JASTEL for at least 6 billion baht JTS is negotiating to sell its Justel/JASTEL network unit for no less than 6 billion baht, far above the 1.2 billion it paid in 2021. A deal would bring in cash to fix its liquidity after the default, though talks are early and may fall through.

    A potential multi-billion-baht divestiture is the biggest company-specific value driver for JTS.

  • Fresh 635 million baht bond default and JAS rescue plan Three JTS bond series defaulted on payments totalling 635 million baht, and major shareholder JAS Asset outlined a plan to raise money to repay them. This shows the cash strain is not fully over and keeps risk alive for JTS shares.

    The new default and shareholder bailout plan are the main counterweight to the positive debt-resolution news.

August 2026
▲2▼2

JTS: debt default fixed, MSCI exit, and a 6bn baht asset sale in play

  • Debt default resolved, CB caution sign lifted JTS settled the default on its debentures and the Stock Exchange removed the CB (caution) sign from its shares on 22 July. That clears the biggest worry hanging over the stock and restores some investor confidence, which supports the price.

    Removing the default warning is the key event that repaired JTS's financial standing and confidence.

  • Dropped from MSCI small-cap index, forcing fund outflows MSCI removed JTS from its Global Small Cap index from 31 August, so index-tracking funds had to sell the shares. Krungsri estimated this pulls money out of JTS, a mechanical downward push on the price that has nothing to do with the company's business.

    Index removal is a concrete, forced-selling event that pressures JTS's price.

  • Talks to sell JASTEL for at least 6 billion baht JTS is negotiating to sell its Justel/JASTEL network unit for no less than 6 billion baht, far above the 1.2 billion it paid in 2021. A deal would bring in cash to fix its liquidity after the default, though talks are early and may fall through.

    A potential multi-billion-baht divestiture is the biggest company-specific value driver for JTS.

  • Fresh 635 million baht bond default and JAS rescue plan Three JTS bond series defaulted on payments totalling 635 million baht, and major shareholder JAS Asset outlined a plan to raise money to repay them. This shows the cash strain is not fully over and keeps risk alive for JTS shares.

    The new default and shareholder bailout plan are the main counterweight to the positive debt-resolution news.

Latest
▲2▼2

JTS: debt default fixed, MSCI exit, and a 6bn baht asset sale in play

  • Debt default resolved, CB caution sign lifted JTS settled the default on its debentures and the Stock Exchange removed the CB (caution) sign from its shares on 22 July. That clears the biggest worry hanging over the stock and restores some investor confidence, which supports the price.

    Removing the default warning is the key event that repaired JTS's financial standing and confidence.

  • Dropped from MSCI small-cap index, forcing fund outflows MSCI removed JTS from its Global Small Cap index from 31 August, so index-tracking funds had to sell the shares. Krungsri estimated this pulls money out of JTS, a mechanical downward push on the price that has nothing to do with the company's business.

    Index removal is a concrete, forced-selling event that pressures JTS's price.

  • Talks to sell JASTEL for at least 6 billion baht JTS is negotiating to sell its Justel/JASTEL network unit for no less than 6 billion baht, far above the 1.2 billion it paid in 2021. A deal would bring in cash to fix its liquidity after the default, though talks are early and may fall through.

    A potential multi-billion-baht divestiture is the biggest company-specific value driver for JTS.

  • Fresh 635 million baht bond default and JAS rescue plan Three JTS bond series defaulted on payments totalling 635 million baht, and major shareholder JAS Asset outlined a plan to raise money to repay them. This shows the cash strain is not fully over and keeps risk alive for JTS shares.

    The new default and shareholder bailout plan are the main counterweight to the positive debt-resolution news.