JMART goes on the offensive, building an ecosystem to drive profit growth

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

Jaymart Group announced a plan to drive second-half growth through a synergy ecosystem, with mobile phone lending as a key growth engine after the locked-phone portfolios of SGC and KB J Capital together surpassed 21 billion baht. In the first half, the group posted a net profit of 128 million baht, up 146 percent from the same period last year, and expects the second half to grow faster than the first, while targeting a new record high for full-year profit. Meanwhile, JMT has set a debt-purchase budget of about 2 billion baht this year and sees expected credit losses trending lower. SGC aims to extend at least 14 billion baht in new loans, while SINGER is preparing to launch new products and locked appliance financing in September. Sukishi Tinoi is accelerating branch expansion and building a new S-curve, and JAS ASSET is pushing hotel and wellness as an additional growth driver to support the group's second-half momentum. JMART has set a net profit target of 2 billion baht by 2028 under the JUMP+ programme.

Impact on stocks 5

Digital Finance & Tokenization · 1 stocks
Industrials · 1 stocks
Financials · 1 stocks
SG Capital PCL
SGC
▲ PositiveDemandrelevance

SGC aims to extend at least 14 billion baht in new loans.

Consumer Discretionary · 1 stocks
Aging Population · 1 stocks
JAS Asset PCL
J
▲ PositiveDemandrelevance

JAS Asset is pushing hotel and wellness as an additional growth driver, supporting group momentum.

Off-coverage companies 2

BNN Restaurant Group (Suki Teenoi)Private▲ Positive
Demandrelevance

Suki Teenoi accelerating branch expansion and building new S-curve.

KB J CapitalPrivate± Mixed
relevance