Bualuang Securities forecasts Q2 2026 listed company profits to grow 24%

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Summary · why it matters

Bualuang Securities forecasts total net profit of listed companies in the second quarter of 2026 to grow 24 percent compared to the same period last year, and 2 percent from the previous quarter. Supporting factors include the energy and petrochemical sectors benefiting from improved oil prices, refining margins, and petrochemical spreads, as well as continued growth in telecommunications, electronics, industrial estates, retail, and hotels. Meanwhile, banking, meat, and hospital sectors still face pressure. Bualuang Securities recommends two investment strategies: selective play in stocks with still-strong profit growth and no earnings estimate cuts, such as PTT, PTTGC, ADVANC, TRUE, AMATA, GULF, GUNKUL, and WHAUP; and bargain hunting in stocks whose profits have passed their trough and are expected to recover in the second half, such as CBG, ERW, CPF, and BTG.

Impact on assets 12

Consumer Staples± Mixed · 3 stocks
Betagro PCL
BTG
▲ PositiveDemandrelevance

Bualuang Securities recommends BTG as a bargain-hunting stock with expected profit recovery in H2.

Energy Transition & Power Demand▲ · 3 stocks
PTT Public Company Limited
PTT
▲ PositiveSupplyrelevance

Bualuang Securities forecasts energy sector benefiting from improved oil prices, and recommends PTT as a selective play.

Cloud & Digital Infrastructure▲ · 2 stocks
Climate Adaptation & Water▲ · 2 stocks
Materials▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
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