Advanced Info Service Public Company LimitedTop pick and expected Q2 profit growth both YoY and QoQ
กรุงศรี証券は、タイ株式市場の2569年第2四半期の利益を2500億~2800億バーツと予想し、前年同期比15~24%減、前期比19~26%減と見込んでいる。セクター別では、製油所グループの利益がマイナス方向に変動する一方、工業製品、ICT、電力グループは利益成長が予想される。リサーチ部門は、決算が好調または底打ちした銘柄への投機的戦略を推奨。第2四半期利益が前年同期比・前期比ともに成長すると予想される銘柄は、PTTEP、SCC、SCGP、ADVANC、TRUE、BH、IVL、THANI、TNP、MOSHI、BA、AP、INSET、ADVICE。一方、第2四半期が年間の底となり、2569年下期に利益が加速すると見られる銘柄は、KTB、KBANK、AOT、BDMS、EGCO、ICHI、THAI、TFG。最も推奨する注目銘柄は、ADVANC、SCC、IVL、BH、KBANK、AOT、ICHI。
Advanced Info Service Public Company LimitedTop pick and expected Q2 profit growth both YoY and QoQ
True Corporation Public Company LimitedExpected Q2 profit growth both YoY and QoQ, listed as a standout stock and top pick.
Infraset Public Company LimitedListed as a stock expected to show Q2 profit growth both year-on-year and quarter-on-quarter.
Kasikornbank Public Company LimitedQ2 likely the year's low point with earnings accelerating in H2, top pick.
Krung Thai Bank Public Company LimitedQ2 likely the year's low point with earnings accelerating in H2.
Ratchthani Leasing Public Company LimitedExpected Q2 profit growth both YoY and QoQ.
Airports Of Thailand PCLQ2 likely year's low point with earnings accelerating in H2 2026
Bangkok Airways Public Company LimitedExpected Q2 profit growth both YoY and QoQ
Moshi Moshi Retail Corp. PCLExpected Q2 profit growth both YoY and QoQ.
Advice It Infinite PclExpected Q2 profit growth both YoY and QoQ
Electricity Generating Public Company LimitedListed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Thaifoods Group Public Company LimitedQ2 likely year's low point, earnings to accelerate in H2.
Ichitan Group Public Company LimitedListed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Thanapiriya Public Company Limited
Indorama Ventures PCLExpected Q2 profit growth both YoY and QoQ, listed as a top pick.
PTT Exploration and Production Public Company LimitedExpected Q2 profit growth both YoY and QoQ, listed as a top pick.
The Siam Cement Public Company LimitedExpected Q2 profit growth both YoY and QoQ, top pick.
SCG Packaging Public Company LimitedExpected Q2 profit growth both YoY and QoQ.
Bangkok Dusit Medical Services Public Company LimitedListed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Thai Airways International Public Company LimitedQ2 likely year's low point, earnings to accelerate in H2.
AP (Thailand) Public Company LimitedExpected Q2 profit growth both YoY and QoQ