← Samart Telcoms overview

Samart Telcoms vs NTT: why the prices moved differently

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

Samart Telcoms Public Company Limited (SAMTEL.BK)

Q3 2026
▲2▼1

SAMTEL wins new contracts, but bidding pace lags

  • New contract wins boost backlog SAMTEL's subsidiaries won three contracts worth a combined 1.2 billion baht: a 695-million-baht ERP system for the Government Lottery Office, a 363-million-baht backhaul network expansion for National Telecom, and a 146-million-baht cyber operations center for the Industrial Estate Authority. These wins add to SAMTEL's backlog and support future revenue.

    These are concrete new contract wins that directly increase SAMTEL's backlog and future revenue, a key driver of the stock.

  • Strong bidding pipeline for second half SAMTEL is pursuing new bids worth nearly 7 billion baht in the second half of 2026, aiming to lift its backlog from 16 billion baht to 20 billion baht by year-end. Large projects up for bidding include the Government Lottery Office, PEA meters, Airports of Thailand, and the Ministry of Interior.

    This shows the company's growth prospects and potential for future revenue, which can drive the stock price up.

  • Slower-than-expected bidding delays recovery SAMTEL's profit recovery is slower than planned because bidding progress has been slower than expected. This limits the company's performance recovery in 2026, even though its backlog remains high at 8 billion baht.

    This is a real counterweight: slower bidding delays profit recovery, which could hold back the stock price.

September 2026
▲2▼1

SAMTEL wins new contracts, but bidding pace lags

  • New contract wins boost backlog SAMTEL's subsidiaries won three contracts worth a combined 1.2 billion baht: a 695-million-baht ERP system for the Government Lottery Office, a 363-million-baht backhaul network expansion for National Telecom, and a 146-million-baht cyber operations center for the Industrial Estate Authority. These wins add to SAMTEL's backlog and support future revenue.

    These are concrete new contract wins that directly increase SAMTEL's backlog and future revenue, a key driver of the stock.

  • Strong bidding pipeline for second half SAMTEL is pursuing new bids worth nearly 7 billion baht in the second half of 2026, aiming to lift its backlog from 16 billion baht to 20 billion baht by year-end. Large projects up for bidding include the Government Lottery Office, PEA meters, Airports of Thailand, and the Ministry of Interior.

    This shows the company's growth prospects and potential for future revenue, which can drive the stock price up.

  • Slower-than-expected bidding delays recovery SAMTEL's profit recovery is slower than planned because bidding progress has been slower than expected. This limits the company's performance recovery in 2026, even though its backlog remains high at 8 billion baht.

    This is a real counterweight: slower bidding delays profit recovery, which could hold back the stock price.

Latest
▲2▼1

SAMTEL wins new contracts, but bidding pace lags

  • New contract wins boost backlog SAMTEL's subsidiaries won three contracts worth a combined 1.2 billion baht: a 695-million-baht ERP system for the Government Lottery Office, a 363-million-baht backhaul network expansion for National Telecom, and a 146-million-baht cyber operations center for the Industrial Estate Authority. These wins add to SAMTEL's backlog and support future revenue.

    These are concrete new contract wins that directly increase SAMTEL's backlog and future revenue, a key driver of the stock.

  • Strong bidding pipeline for second half SAMTEL is pursuing new bids worth nearly 7 billion baht in the second half of 2026, aiming to lift its backlog from 16 billion baht to 20 billion baht by year-end. Large projects up for bidding include the Government Lottery Office, PEA meters, Airports of Thailand, and the Ministry of Interior.

    This shows the company's growth prospects and potential for future revenue, which can drive the stock price up.

  • Slower-than-expected bidding delays recovery SAMTEL's profit recovery is slower than planned because bidding progress has been slower than expected. This limits the company's performance recovery in 2026, even though its backlog remains high at 8 billion baht.

    This is a real counterweight: slower bidding delays profit recovery, which could hold back the stock price.

NTT Inc (9432.JP)

Q3 2026
▲3▼1

NTT's profit beat and price hikes offset by Docomo data breach

  • Strong Q1 results and buyback progress NTT's first-quarter revenue rose 10.9% and operating profit rose 4.9%, beating expectations, with the global solutions business driving growth. The company is also buying back shares. This supports the stock price by showing healthy profits and returning cash to shareholders.

    This is a key positive driver from the period, showing fundamental strength.

  • Docomo data breach raises regulatory risk NTT Docomo shared personal data of 344,000 customers with Amazon Japan without consent due to a configuration error. This could lead to fines, lawsuits, and reputational damage, weighing on NTT's stock price.

    This is a significant negative event that could impact NTT's finances and reputation.

  • Docomo to raise prices, boosting revenue NTT Docomo will increase monthly fees by 110-550 yen on over 50 plans from December, affecting 30 million contracts. This should raise revenue per subscriber and improve profitability, pushing NTT's stock up.

    This is a new positive pricing action that directly affects NTT's revenue.

  • IOWN and stablecoin pilot show innovation NTT is advancing its IOWN optical technology, targeting social implementation around 2030, and NTT Data is part of an FSA-supported stablecoin trade settlement pilot. These initiatives position NTT for future growth, supporting the stock price.

    These are new technology and regulatory developments that could drive long-term value.

September 2026
▲3▼1

NTT's profit beat and price hikes offset by Docomo data breach

  • Strong Q1 results and buyback progress NTT's first-quarter revenue rose 10.9% and operating profit rose 4.9%, beating expectations, with the global solutions business driving growth. The company is also buying back shares. This supports the stock price by showing healthy profits and returning cash to shareholders.

    This is a key positive driver from the period, showing fundamental strength.

  • Docomo data breach raises regulatory risk NTT Docomo shared personal data of 344,000 customers with Amazon Japan without consent due to a configuration error. This could lead to fines, lawsuits, and reputational damage, weighing on NTT's stock price.

    This is a significant negative event that could impact NTT's finances and reputation.

  • Docomo to raise prices, boosting revenue NTT Docomo will increase monthly fees by 110-550 yen on over 50 plans from December, affecting 30 million contracts. This should raise revenue per subscriber and improve profitability, pushing NTT's stock up.

    This is a new positive pricing action that directly affects NTT's revenue.

  • IOWN and stablecoin pilot show innovation NTT is advancing its IOWN optical technology, targeting social implementation around 2030, and NTT Data is part of an FSA-supported stablecoin trade settlement pilot. These initiatives position NTT for future growth, supporting the stock price.

    These are new technology and regulatory developments that could drive long-term value.

Latest
▲3▼1

NTT's profit beat and price hikes offset by Docomo data breach

  • Strong Q1 results and buyback progress NTT's first-quarter revenue rose 10.9% and operating profit rose 4.9%, beating expectations, with the global solutions business driving growth. The company is also buying back shares. This supports the stock price by showing healthy profits and returning cash to shareholders.

    This is a key positive driver from the period, showing fundamental strength.

  • Docomo data breach raises regulatory risk NTT Docomo shared personal data of 344,000 customers with Amazon Japan without consent due to a configuration error. This could lead to fines, lawsuits, and reputational damage, weighing on NTT's stock price.

    This is a significant negative event that could impact NTT's finances and reputation.

  • Docomo to raise prices, boosting revenue NTT Docomo will increase monthly fees by 110-550 yen on over 50 plans from December, affecting 30 million contracts. This should raise revenue per subscriber and improve profitability, pushing NTT's stock up.

    This is a new positive pricing action that directly affects NTT's revenue.

  • IOWN and stablecoin pilot show innovation NTT is advancing its IOWN optical technology, targeting social implementation around 2030, and NTT Data is part of an FSA-supported stablecoin trade settlement pilot. These initiatives position NTT for future growth, supporting the stock price.

    These are new technology and regulatory developments that could drive long-term value.