Gulf Energy Development Public Company LimitedBualuang Securities recommends GULF as a stock with outstanding profit growth and ongoing positive factors.
ブアルアン証券は、2026年第2四半期の上場企業の純利益が前年同期比24%増、前期比2%増と予想。主な押し上げ要因は、原油価格、精製マージン、石油化学スプレッドの改善が追い風となるエネルギー・石油化学セクターのほか、通信、電子、工業団地、小売、ホテルセクターでも利益成長が続く見通し。一方、銀行、食肉、病院セクターには業界固有の要因による下押し圧力が残る。投資戦略としては、利益成長が顕著でポジティブな要因が継続する銘柄への選択的投資を推奨。具体的にはPTT、PTTGC、ADVANC、TRUE、AMATA、GULF、GUNKUL、WHAUPを挙げた。また、第2四半期の利益が年間の底となり、下半期に回復が見込まれる銘柄の底値拾いも推奨。CBG、ERW、CPF、BTGを候補とした。
Gulf Energy Development Public Company LimitedBualuang Securities recommends GULF as a stock with outstanding profit growth and ongoing positive factors.
Gunkul Engineering Public Company LimitedBualuang Securities recommends GUNKUL as a stock with outstanding profit growth and ongoing positive factors.
PTT Public Company LimitedBualuang Securities recommends PTT as a stock with outstanding profit growth and ongoing positive factors, benefiting from improved oil prices and refining margins.
Charoen Pokphand Foods Public Company LimitedBualuang Securities notes pressure in the meat sector, which includes CPF, due to industry-specific factors.
Betagro PCLBTG is recommended as a bottom-fishing stock with Q2 profit expected to be the year's low point, but recovery potential is uncertain.
Carabao Group Public Company LimitedCBG is recommended as a bottom-fishing stock with Q2 profit expected to be the year's low point, but recovery potential is uncertain.
True Corporation Public Company LimitedBualuang Securities highlights TRUE as having outstanding profit growth and ongoing positive factors in the communications sector.
Advanced Info Service Public Company LimitedBualuang Securities highlights ADVANC for outstanding Q2 profit growth in communications sector.
WHA Utilities and Power Public Company LimitedBualuang Securities highlights WHAUP as having outstanding profit growth and ongoing positive factors in the industrial estates sector.
Amata Corporation Public Company LimitedBualuang Securities highlights AMATA for outstanding Q2 profit growth in industrial estates sector.
PTT Global Chemical Public Company LimitedBualuang Securities recommends PTTGC as a stock with outstanding profit growth and ongoing positive factors, benefiting from improved petrochemical spreads.