GBS reviews Q2 2026 bank earnings — flat profit, picks KBANK and BBL as top picks

EarningsAnalyst
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Summary · why it matters

Globlex Securities, or GBS, reported that banking sector profit in the second quarter of 2026 was flat compared to the same period last year and rose 0.7 percent from the previous quarter, beating market expectations of declines on both fronts. Stocks with profit growth both year on year and quarter on quarter included CIMBT, KKP, TISCO, and TTB, while stocks with profit declines on both counts were BBL, KBANK, and BAY. On the lending side, as of end-June, net loans and accrued interest receivables for the group stood at 13 trillion baht, growing 2.5 percent from the start of the year, 0.8 percent from the previous month, and 1.6 percent from a year earlier. Large banks such as BBL, KBANK, KTB, and SCB posted loan growth from the beginning of the year, while retail-focused banks like CREDIT and LHFG also saw strong growth. The research team maintains a Neutral weighting on the banking sector and picks KBANK and BBL as top picks.

Impact on stocks 10

Financials▲ · 8 stocks
Digital Finance & Tokenization▲ · 2 stocks
Bangkok Bank PCL
BBL
▲ PositiveCapitalrelevance

GBS picks BBL as a top pick despite flat profit, implying positive analyst sentiment.

Off-coverage companies 1

CIMB Thai Bank Public Company LimitedPrivate± Mixed
relevance

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