Bualuang Securities Highlights Buy on Dip Strategy via ELN, Picks 7 Stocks to Wait Out the Floodwaters

Bualuang Securities··TH·Read original
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Summary · why it matters

The Structured Product team at Bualuang Securities recommends a Buy on Dip strategy using ELN products to lock in future stock entry prices while earning returns during the wait, viewing market volatility and the flood situation as an opportunity to select stocks with high Earnings Resilience and Recovery Visibility. The recommended underlying stocks include CRC in the retail sector, whose third-quarter 2026 profit is expected to grow 31% year on year and whose 2027 Core Profit is expected to grow 10%, with a 1-month ELN on CRC at a 96% strike offering a yield of 10.05% per year. In the hospital sector, BDMS and BH are expected to post third-quarter 2026 profit growth of 6% and 2% year on year respectively, with a 1-month ELN on BDMS at a 97% strike offering a yield of 6.91% per year. In the tourism sector, CENTEL and AWC are expected to post third-quarter 2026 profit growth of 31% and 33% year on year respectively, with a 1-month ELN on AWC at a 95% strike offering a yield of 8.32% per year. And in the power plant sector, GULF and GUNKUL are expected to post third-quarter 2026 profit growth of 46% and 35% year on year respectively, with a 1-month ELN on GULF at a 97% strike offering a yield of 5.58% per year. Reference prices are as of October 5, 2026. Lessons from the 2011 floods show that the speed of profit recovery matters more than the initial impact, and many sectors can recover within roughly one quarter.

Impact on assets 7

Consumer Discretionary▲ · 2 stocks
Energy Transition & Power Demand▲ · 2 stocks
Real Estate▲ · 1 stocks
Aging Population▲ · 1 stocks
Health Care▲ · 1 stocks
Bumrungrad Hospital PCL
BH
▲ PositiveCapitalrelevance

Bualuang recommends BH as a Buy-on-Dip ELN underlying, citing expected Q3 2026 profit growth of 2% year on year.

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