Bualuang Securities: 2Q26 Results Beat Expectations, Recommends Three Top Stocks BDMS-COM7-TU

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Summary · why it matters

Bualuang Securities reports that second-quarter 2026 results confirm that the impact from external factors was not as severe as feared. The Management Guidance Reliability Index (MGRI) rose to 53 points from 48 points in the previous quarter, marking the first time above 50 in two years. Sectors previously viewed with excessive caution, such as banks, energy, IT retail, and tourism, performed better than expected. Meanwhile, management remains positive on the outlook ahead, with the proportion of positive views for the third quarter of 2026 at approximately 49% and for 2026 increasing to about 44%. Analysts have also begun to reduce caution, with the proportion of conservative estimates falling to 33% from 40%, while aggressive estimates rose to 8% from 6%. Stocks with continued confidence include TRUE, AMATA, and WHAUP. Meanwhile, the power plant group has a more aggressive outlook, and there are some sectors where management is more positive than analysts, such as mid-to-small hospitals BCH/PR9, IT products COM7/SYNEX, and department stores CPN/CRC. However, the market still favors stock-picking over buying entire sectors. Therefore, we recommend quality stocks that are lagging in price and have potential for surprises, namely BDMS, COM7, and TU.

Impact on assets 11

Consumer Discretionary▲ · 2 stocks
Com7 PCL
COM7
▲ PositiveCapitalrelevance

Bualuang Securities recommends COM7 as a quality stock with potential for surprises after 2Q26 results beat expectations.

Climate Adaptation & Water▲ · 2 stocks
Health Care▲ · 2 stocks
Aging Population▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Thai Union Group PCL
TU
▲ PositiveCapitalrelevance

Bualuang Securities recommends TU as a quality stock with potential for surprises after 2Q26 results beat expectations.

Real Estate▲ · 1 stocks
Information Technology▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
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