Jae Jim picks SCB and KBANK as top bank stocks ahead of Q2 2026 earnings

EarningsIndustry
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Summary · why it matters

Jae Jim ranks the most attractive bank stocks based on Q2 2026 earnings, naming SCB the winner for dividends and value, with the highest dividend yield among large banks, a strong balance sheet, and capital above Bank of Thailand requirements. KBANK wins on profit growth, with Q2 2026 net profit expected to rise nearly 18 percent year-on-year, driven by fee income and financial cost control. TTB kicked off earnings season with a net profit of 5.51 billion baht, while BAY reported 16.91 billion baht. Analysts expect combined profit for the seven major banks this quarter at around 58.3 billion baht, and warn that a declining interest rate trend in the second half could pressure net interest margins. Jae Jim also highlights power plant stocks benefiting from the PDP 2026 plan, with GULF as the top pick, followed by GPSC, BGRIM, and renewable energy plays like GUNKUL, BCPG, and CKP.

Impact on stocks 10

Energy Transition & Power Demand▲ · 6 stocks
Financials▲ · 3 stocks
Kasikornbank Public Company Limited
KBANK
▲ PositiveCapitalrelevance

KBANK is highlighted as the top pick for profit growth, with Q2 2026 net profit expected to rise nearly 18% YoY driven by fee income and cost control.

Digital Finance & Tokenization▲ · 1 stocks
SCB X Public Company Limited
SCB
▲ PositiveCapitalrelevance

SCB is named the winner for dividends and value, with highest dividend yield among large banks, strong balance sheet, and capital above BoT requirements.

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