Bualuang Scans Q2 2026 Results; KCE a Standout, Beating Expectations

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Summary · why it matters

Bualuang Securities analyzed second-quarter 2026 results for nine listed companies. KCE reported core profit of 242 million baht, 12 percent above market expectations, and raised its 2026 profit forecast by 5 percent. The broker maintained a Trading Buy rating with a target price of 47 baht. IRPC, IVL, PR9, MTC, and SAWAD posted profits in line with expectations, while BAM, JMT, and BTG reported weaker-than-expected earnings. BTG had its 2026 profit forecast cut by 9.7 percent and its target price lowered to 23.40 baht from 26 baht.

Impact on assets 9

Financials▼ · 3 stocks
Semiconductors▲ · 1 stocks
Consumer Staples▼ · 1 stocks
Betagro PCL
BTG
▼ NegativeCapitalrelevance

BTG had its 2026 profit forecast cut by 9.7% and target price lowered.

Industrials▼ · 1 stocks
Energy▲ · 1 stocks
Critical Materials & Supply Chain▲ · 1 stocks
Health Care▲ · 1 stocks