CGSI sees SET frame today at 1,600–1,620 points, recommends MINT and BCP

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

CGS International Securities Thailand estimates the SET index frame today at 1,600 to 1,620 points, noting that weaker-than-expected US employment data eased pressure on the Federal Reserve to raise interest rates, supporting risk assets. However, recovering oil prices due to uncertainty over the reopening of the Strait of Hormuz are a drag. The firm recommends MINT and BCP. MINT's core earnings per share for the second quarter of 2026 rose 6 percent year-on-year and 1,282 percent quarter-on-quarter to 0.55 baht per share, driven by better-than-expected performance in its food business. BCP reported a net profit of 12.239 billion baht for the second quarter of 2026, 60 percent above estimates, thanks to lower-than-expected stock losses, strong market gross refining margins, and the start of sustainable aviation fuel production, which added around 1.0 billion baht to EBITDA.

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