Bualuang Securities highlights 8 stocks with standout Q2 earnings, recommends 4 stocks that have passed their lowest point

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Summary · why it matters

Bualuang Securities expects net profit of listed companies in the second quarter of 2026 to grow 24 percent year-on-year and 2 percent quarter-on-quarter, mainly supported by the energy and petrochemical sectors, which benefit from improved oil prices, refining margins, and petrochemical spreads, as well as the communications, electronics, industrial estates, retail, and hotel sectors, which continue to see profit growth. Meanwhile, pressure remains in the banking, meat, and hospital sectors due to industry-specific factors. For investment strategy, Bualuang Securities recommends selective play in stocks with outstanding profit growth and ongoing positive factors, including PTT, PTTGC, ADVANC, TRUE, AMATA, GULF, GUNKUL, and WHAUP. It also recommends bottom fishing in stocks where second-quarter profit is expected to be the year's low point with recovery potential in the second half, including CBG, ERW, CPF, and BTG.

Impact on assets 12

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

Bualuang Securities recommends PTT as a stock with outstanding profit growth and ongoing positive factors, benefiting from improved oil prices and refining margins.

Consumer Staples▼ · 3 stocks
Betagro PCL
BTG
± Mixedrelevance

BTG is recommended as a bottom-fishing stock with Q2 profit expected to be the year's low point, but recovery potential is uncertain.

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