2Q26 earnings beat expectations by 5.6%, cyclical and food export sectors shine

Earnings
โดย HoonSmart·TH·Read original
Summary · why it matters

Bualuang Securities reported that aggregate net profit of listed companies that have already reported, covering 32% of stocks under its coverage, came in 5.6% above market expectations and 7.2% above Bualuang's own estimates. Of the stocks that have reported, 48% delivered better-than-expected earnings, exceeding the five-year average of 37%. Notable outperformers included SCC, with profit 41% above expectations, SCGP 20% above, KKP 18% above, and TU 10.9% above. Meanwhile, DELTA reported earnings 31% below expectations due to supply chain issues. Key signals from the earnings season show that cyclical sector profits remain strong but momentum may slow, consumption is recovering selectively with IT and affordable lifestyle products growing well, tourism continues to recover, asset quality in the hire-purchase sector is stable, and demand for food and pet food exports remains robust.

Impact on stocks 5

Electrification & Mobility▼ · 1 stocks
Climate Adaptation & Water▲ · 1 stocks
Financials▲ · 1 stocks
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Consumer Staples▲ · 1 stocks
Thai Union Group PCL
TU
▲ PositiveDemandrelevance

Demand for food and pet food exports remains robust, benefiting TU.

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