Brokers highlight top picks SAPPE with 16% profit growth in 2027, MINT and BCP show strong earnings

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Summary · why it matters

Several brokers have summarized their top fundamental stock picks. Maybank Securities notes that SAPPE is expected to deliver the strongest profit growth in its sector at 16% in 2027, compared to the sector average of 9.4%, while its 2027 price-to-earnings ratio is only 12.2 times, the lowest in the group. CGS International reports that MINT's core earnings per share for the second quarter of 2026 rose 6% year-on-year and 1,282% quarter-on-quarter to 0.55 baht per share. BCP reported a strong net profit of 12.24 billion baht for the second quarter of 2026, exceeding estimates by 60%, driven by robust market gross refining margins and the start of sustainable aviation fuel production, which added approximately 1.0 billion baht to EBITDA. For TIDLOR, Finansia Syrus Securities expects a second-quarter 2026 profit of 1.49 billion baht, down 8% quarter-on-quarter but up 15% year-on-year, while DBS Vickers Securities forecasts a net profit of 1.48 billion baht, up 14.4% year-on-year but down 8.1% quarter-on-quarter, with full-year 2026 net profit projected to expand by 19.2%. As for PTT, Krungsri Securities expects normalized profit to surge 225% year-on-year and 80% quarter-on-quarter, better than previously estimated, thanks to the gas separation plant and the refining and petrochemical businesses.

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