Asia Plus Securities Picks CRC, COM7, BJC as Top Retail Stocks, Expects Profit Growth

Analyst
โดย HoonVision·TH·Read original
Summary · why it matters

Asia Plus Securities assesses retail stocks, expecting that the SSSG in August 2026 for most companies will trend slightly positive, including BJC, CPALL, CRC, and DOHOME, due to a low base in the previous year and product price adjustments. Meanwhile, CPAXT and HMPRO are expected to remain negative due to fragile purchasing power and the impact of not participating in the Thai Helps Thai Plus project. For the third quarter of 2026, the group's SSSG is expected to be slightly positive, with DOHOME likely to grow the most at around 4-5%, while HMPRO and CPAXT are likely to decline the most. The group's total profit is expected to decrease QoQ but grow well YoY, driven by positive SSSG, store expansion, and improved margins. The research department maintains a market-weight rating and selects CRC, COM7, and BJC as top picks due to their outstanding third-quarter profit trends.

Impact on stocks 7

Consumer Discretionary± Mixed · 4 stocks
Com7 PCL
COM7
▲ PositiveDemandrelevance

COM7 is a top pick with expected outstanding third-quarter profit trends due to positive SSSG and store expansion.

Consumer Staples± Mixed · 2 stocks
Berli Jucker PCL
BJC
▲ PositiveDemandrelevance

BJC is a top pick with expected outstanding third-quarter profit trends due to positive SSSG and product price adjustments.

Digital Finance & Tokenization▲ · 1 stocks
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