Brokers see Q3 profit growth led by KCE, SCGP, AOT on exports and tourism recovery

Kaohoon··THMM·Read original
2▲12 ▼0Impact / 5
Summary · why it matters

Bualuang Securities and Krungsri Securities expect third-quarter 2026 net profit of listed companies to expand from the same period last year. KCE is projected to see printed circuit board delivery volumes rise, with average selling prices up 9 to 10 percent, lifting PCB revenue by 17 to 19 percent. CBG expects domestic energy drink sales to grow 10 percent and sales in Myanmar to jump 70 percent. ITC forecasts July to August sales up 10 percent from a year earlier and 7 percent from the previous quarter. In the hospital group, BH and BDMS expect July revenue to return to growth on Thai and Middle Eastern patients. The tourism and airport group, AOT and CENTEL, continues to show solid momentum, with July revenue per available room up 26 percent for AWC, 8 percent for CENTEL, 5 percent for ERW, and 4 percent for MINT. GPSC is supported by a full quarter of profit recognition from the GHECO-One and Glow IPP power plants. Krungsri Securities assesses that the electronic components group, led by KCE and HANA, is growing strongly both year on year and quarter on quarter. SCGP is expected to see profit recover on higher selling prices, strong sales volumes, and benefits from supply chain disruptions.

Impact on assets 13

Consumer Discretionary▲ · 3 stocks
Consumer Staples▲ · 2 stocks
Semiconductors▲ · 2 stocks
Industrials▲ · 1 stocks
Real Estate▲ · 1 stocks
Aging Population▲ · 1 stocks
Health Care▲ · 1 stocks
Materials▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Global Power Synergy PCL
GPSC
▲ PositiveCapitalrelevance

Full quarter profit recognition from GHECO-One and Glow IPP power plants supports earnings.

Off-coverage companies 2

Bualuang Securities Public Company LimitedPrivate± Mixed
relevance

Krungsri Securities Public Company LimitedPrivate± Mixed
relevance

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