Brokers highlight MOSHI as top profit growth in retail sector, backed by strong SSSG

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Summary · why it matters

Several brokers view MOSHI as the standout in the retail sector. Maybank Securities forecasts second-quarter 2026 profit at 154 million baht, up 15% year-on-year, with same-store sales growth of 3.5%, the highest in the group. KGI Securities and DBS Vickers Securities emphasize recovering consumer confidence and ongoing branch expansion plans. In the hotel sector, ERW is expected to post a 25% year-on-year profit increase in the second quarter of 2026, supported by short-haul tourists and HOP INN. CENTEL is projected to earn 120 million baht, up 15% year-on-year, and is benefiting from positive sentiment around year-end domestic events. For large-cap stocks, PTT is seen as having its core business returning to a recovery cycle. Krungsri Securities expects normalized profit in 2026 to grow 66%, with the stock trading at a low price-to-book value of just 0.95 times. TRUE is forecast to achieve a new record high for second-quarter 2026 profit, reaching 6.8 billion baht, a 232% year-on-year surge, driven by higher margins and reduced competition. In logistics, SJWD is expected to report normalized second-quarter 2026 profit of 337 million baht, up 18% year-on-year, the highest in five quarters. UOB Kay Hian has upgraded BJC to a buy recommendation, citing an improving utilization outlook for its glass bottle production. Additionally, AIRA Securities notes that GANFENG23, which references Ganfeng Lithium Group, one of the world's largest lithium producers, has a forward price-to-earnings ratio for 2026 of just 7.8 times, well below its five-year historical average of 14.4 times, with earnings expected to recover as lithium carbonate prices rise to 160,000 yuan per ton.

Impact on assets 8

Consumer Discretionary▲ · 3 stocks
Moshi Moshi Retail Corp. PCL
MOSHI
▲ PositiveCapitalrelevance

Brokers highlight MOSHI as top profit growth in retail sector with strong SSSG and forecast 15% YoY profit increase.

Industrials▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
PTT Public Company Limited
PTT
▲ PositiveCapitalrelevance

Core business returning to recovery cycle; normalized profit expected to grow 66% in 2026, low P/B of 0.95.

Consumer Staples▲ · 1 stocks
Berli Jucker PCL
BJC
▲ PositiveCapitalrelevance

UOB Kay Hian upgraded BJC to buy, citing improving utilization outlook for glass bottle production.

Others▲ · 1 stocks
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