Summary · why it matters
Phetchsrivichai Enterprise Public Company Limited, or PCE, reported second-quarter 2026 net profit up 59.5%, driven by higher revenue recognition from value-added products, especially biodiesel (B100) and refined bleached deodorized palm oil (RBDPO), along with strong cost control. Executive Pornpipat Prasitsupaphol said that in the second half of 2026 the company will push into the production and sale of biodiesel (B100) to serve domestic consumption under government policy, and will expand its edible palm oil production plant, expected to be completed in the fourth quarter of 2026, to capture high growth opportunities in the food industry. Meanwhile, T.A.C. Consumer Public Company Limited, or TACC, is pressing ahead in the beverage market with two new "pang yen" menu items, matcha green tea pang yen and Thai tea pang yen, to be sold at All Cafe outlets in 7-Eleven stores nationwide from August 13, 2026. Executive Chatchavee Wattanasuk expressed confidence that the new products will be well received and will help drive 2026 revenue growth of more than 10% in line with the target. Thai Reinsurance Public Company Limited, or THREL, reported second-quarter 2026 net profit surging 239% to 32 million baht, with reinsurance premiums received up 6% to 1,112 million baht and insurance operating profit jumping 69% to 59 million baht, pushing its combined ratio down to 88.8%. Chief Executive Wipol Vorasahut said he is confident 2026 results will swing back to profit as targeted. Infraset Public Company Limited, or INSET, reported second-quarter 2026 earnings of 63.66 million baht, up 652.33% from the same period a year earlier, reflecting continued growth in its data center and cloud businesses. Its board approved an interim cash dividend of 0.05 baht per share, with payment set for September 9, 2026. Managing Director Sakbovorn Pukkanasut said the outlook for the second half is bright and that the company will bid for more than 5 billion baht in new work. Euroasia Total Logistics Public Company Limited, or ETL, reported first-half 2026 service revenue of 1,083 million baht, an increase of 227.4 million baht, or 27%, from the same period a year earlier, with gross profit tripling on continued growth in trip volumes, supported by imports of electronics and data center goods and the relocation of manufacturing bases within ASEAN, according to executive Thanet Mekhintarangkoon.
PETCHSRIVICHAI ENTERPRISE PUBLIC COMPANY LIMITED
Infraset Public Company Limited
T.A.C. Consumer Public Company Limited
Euroasia Total Logistics PCL