Advanced Info Service Public Company LimitedADVANC
▲ PositiveCapitalrelevance
Top pick and expected Q2 profit growth both YoY and QoQ
Impact on stocks 22
Cloud & Digital Infrastructure
Advanced Info Service Public Company Limited
True Corporation Public Company LimitedTRUE
▲ PositiveDemandrelevance
Expected Q2 profit growth both YoY and QoQ, listed as a standout stock and top pick.
Infraset Public Company LimitedINSET
▲ PositiveCapitalrelevance
Listed as a stock expected to show Q2 profit growth both year-on-year and quarter-on-quarter.
Financials
Kasikornbank Public Company LimitedKBANK
▲ PositiveCapitalrelevance
Q2 likely the year's low point with earnings accelerating in H2, top pick.
Krung Thai Bank Public Company LimitedKTB
▲ PositiveCapitalrelevance
Q2 likely the year's low point with earnings accelerating in H2.
Ratchthani Leasing Public Company LimitedTHANI
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ.
Industrials
Airports Of Thailand PCLAOT
▲ PositiveCapitalrelevance
Q2 likely year's low point with earnings accelerating in H2 2026
Bangkok Airways Public Company LimitedBA
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ
Consumer Discretionary
Moshi Moshi Retail Corp. PCLMOSHI
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ.
Advice It Infinite PclADVICE
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ
Energy Transition & Power Demand
Electricity Generating Public Company LimitedEGCO
▲ PositiveCapitalrelevance
Listed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Thaifoods Group Public Company LimitedTFG
▲ PositiveCapitalrelevance
Q2 likely year's low point, earnings to accelerate in H2.
Consumer Staples
Ichitan Group Public Company LimitedICHI
▲ PositiveCapitalrelevance
Listed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Thanapiriya Public Company LimitedTNP
Mentioned
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ, listed as a top pick.
Energy
PTT Exploration and Production Public Company LimitedPTTEP
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ, listed as a top pick.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ, top pick.
Materials
SCG Packaging Public Company LimitedSCGP
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ PositiveCapitalrelevance
Listed as a stock for which Q2 is likely the year's low point and earnings will accelerate in H2 2026, and included in top picks.
Aerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▲ PositiveCapitalrelevance
Q2 likely year's low point, earnings to accelerate in H2.
Real Estate
AP (Thailand) Public Company LimitedAP
▲ PositiveCapitalrelevance
Expected Q2 profit growth both YoY and QoQ
Health Care
Bumrungrad Hospital PCLBH
Mentioned