STOCKFOCUS: Today's Top Picks — BGRIM, ADVICE, MMM, KCC, EURO, POLY, MGC, TWPC, SIRI, BEM

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Summary · why it matters

Stock Focus today rounds up the key points on several stocks. BGRIM is likely to close deals for large IPP gas-fired power plants in Vietnam and Malaysia totalling 3,000 megawatts by late this year to early next year, and is preparing to file for extensions of 22 existing power plant projects with a combined capacity of 3,000 megawatts under the PDP plan, and will open the first phase of its data centre this November. ADVICE said the iPhone 18 is hot, with the iPhone 18 Pro Max fully booked in pre-orders, and handsets will start being delivered this Friday, which will support third-quarter revenue in 2026, while the company maintains its full-year revenue growth target of 15% from a year earlier and aims to reach 29 branches by the end of 2026, up from 22 in the first half. MMM is pressing ahead with new partners to supply the property business, maintaining a stock of 800 units, with a strategy targeting the 4-5 million baht price segment, drawing on its Prukasa subsidiary to help with construction, and is confident fourth-quarter results will peak, targeting full-year growth of 30-40%. KCC has set its sights on 2026, aiming to bring 500 million baht of NPLs into its portfolio and grow at least 30% after raising 450 million baht through debentures, and is studying plans to buy more NPAs. EURO is expanding the luxury market together with SC, opening the luxury villa project The Gentry Cultivar Rama 9 priced at 30-50 million baht. POLY reaffirmed its full-year revenue growth target of 10% after first-half revenue of 628 million baht, with its automotive business rising to a 60% share on continuous orders from Toyota, and has just set up a subsidiary to move into the electrical and electronics business as a new S-curve. MGC is extending its Mobility Ecosystem through its SIXT car rental business, partnering with ROYS HOTEL to provide electric XPENG vehicles to shuttle guests, with ROYS HOTEL spending 300 million baht on a major renovation and aiming to open in 2027. In insurance, the cabinet approved a national catastrophe insurance plan covering 30 million households, with protection against floods, storms, earthquakes and loss of life, starting this October 1. TWPC is set to drive sales growth in its overseas food and sauce business above 10% after acquiring Well-Grow, which began contributing revenue in September, supporting fourth-quarter 2026 results. Brokers recommend buying KLINIQ and MASTER on expectations that second-half profit will accelerate, with KLINIQ having a network of more than 84 branches. SCB EIC reaffirmed that foreign capital remains interested in investing in Thailand and is watching for the government to issue new data centre rules this year. Finansia recommends buying STECON with a target of 22.50 baht, and Globlex recommends WHA with a target of 5.40 baht. SIRI is pushing low-rise sales towards a target of 25 billion baht and will launch Burasiri Well Krungthep Kreetha worth 6 billion baht, priced at 23-40 million baht, during September 19-20. BEM said the Expressway Authority of Thailand is discussing ways to reduce the impact before raising tolls on the Chalong Rat expressway on December 15, with the new rates starting at 80 baht for four-wheel vehicles, 130 baht for six-to-ten-wheel vehicles and 180 baht for vehicles with more than ten wheels. ONEAM will hold a meeting of GROREIT trust unitholders on October 28 to vote on selling the Royal Orchid Sheraton hotel, with three options: having ROH buy it back for 4.873 billion baht, selling it to Orchid Hospitality, which has offered 5.3 billion baht, or holding a general auction. If the sale succeeds, the trust will immediately proceed with liquidation.

Impact on stocks 19

Consumer Discretionary▲ · 4 stocks
Advice It Infinite Pcl
ADVICE
▲ PositiveDemandrelevance

iPhone 18 Pro Max fully booked in pre-orders with deliveries starting Friday, supporting Q3 2026 revenue.

Industrials▲ · 3 stocks
Polynet PCL
POLY
▲ PositiveDemandrelevance

POLY reaffirmed 10% full-year revenue growth after H1 revenue of 628 million baht, with automotive share rising to 60% on continuous orders from Toyota.

Real Estate▲ · 2 stocks
Artificial Intelligence▲ · 2 stocks
Energy Transition & Power Demand▲ · 1 stocks
Financials▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Energy▲ · 1 stocks
Health Care▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
Synthetic Biology (non-pharma)▲ · 1 stocks
Others▲ · 1 stocks
MMM
MMM
▲ PositiveDemandrelevance

Pressing ahead with new partners to supply the property business, maintaining 800 units and targeting the 4-5 million baht segment.

Off-coverage companies 3

ONE Asset Management Ltd. (formerly Wanna Asset Management, บลจ.วรรณ)Private± Mixed
relevance

Royal Orchid Hotel (Thailand) PCLPrivate± Mixed
relevance

ROYS HotelPrivate± Mixed
relevance

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