Stocks to Watch Today: ICHI, VIH, KTMS, OSP, BAM Lead Positive News

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Summary · why it matters

Today's stocks to watch include several companies announcing plans and earnings outlooks. ICHI is confident of standout growth in the second half, with revenue this year reaching 9,000 million baht. It is pushing ahead into the fertilizer business, with a three-year plan to lift revenue to 1,500 million baht, and is teaming up with COCOCO to launch a coconut water jelly drink, targeting sales of 15 million baht this year. Meanwhile, GPSC and RATCH received positive news as the Energy Policy and Planning Office is set to extend the operating life of gas-fired power plants in the first five years of the PDP 2026 plan, with hopes for extensions for the 677-megawatt GLOW IPP plant and for Ratch Group's 3,645-megawatt Ratchaburi plant to qualify. Target prices were set at 61 baht per share for GPSC and 41.40 baht per share for RATCH. VIH hinted at standout growth in the third quarter of 2026, benefiting from treatment of complex diseases, which supports higher margins, with cash reserves of more than 1,400 million baht and a push toward medical excellence by 2028. KTMS signaled a strong showing in the third quarter of 2026, accelerating the opening of 11 new dialysis branches and installing 36 to 64 additional dialysis machines, supporting a 2026 revenue target of 800 million baht. OSP said the third quarter of 2026 will grow in line with plan, highlighting premium beverages as the main driver, with its automation system in Ayutthaya having already cut costs by more than 300 million baht, and it is confident revenue this year will grow at a single-digit rate. BAM is adjusting its business model toward asset management, focusing on net profit and cost control, driving an asset-light model with assets of 100,000 to 120,000 million baht and eyeing profit of 2,000 million baht.

Impact on stocks 7

Consumer Staples▲ · 2 stocks
Energy Transition & Power Demand▲ · 2 stocks
Global Power Synergy PCL
GPSC
▲ PositiveRegulationrelevance

Energy Policy and Planning Office set to extend operating life of gas-fired power plants, potentially benefiting GPSC's GLOW IPP plant; target price set at 61 baht.

Ratch Group Public Company Limited
RATCH
▲ PositiveRegulationrelevance

RATCH's 3,645-MW Ratchaburi plant may qualify for operating-life extension under the PDP 2026 plan; target price set at 41.40 baht.

Financials▲ · 1 stocks
Health Care▲ · 1 stocks
KT Medical Service PCL
KTMS
▲ PositiveDemandrelevance

KTMS is accelerating 11 new dialysis branches and 36-64 additional machines, supporting a 2026 revenue target of 800 million baht.

Aging Population▲ · 1 stocks

Off-coverage companies 1

Glow IPPPrivate± Mixed
relevance

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