CGS International (Thailand), or CGSI, expects the Stock Exchange of Thailand Index, or SET Index, to move in a range of 1,595 to 1,630 points today, with a tendency to remain volatile around the 1,600 level. It flagged overseas factors that warrant close monitoring, including inflation concerns from still-high oil prices, which could affect the monetary policy outlook of the US Federal Reserve, and the summit meeting between President Donald Trump and President Xi Jinping. The mood in technology stocks remains strong after the Nasdaq closed at a record high, driven by buying of artificial intelligence-related shares and stocks in the AI supply chain. For investment strategy, CGSI recommends Delta Electronics (Thailand), or DELTA, expecting revenue in the second half of 2026 to improve on gradually recovering margins, with third-quarter 2026 revenue seen growing about 15% from the previous quarter. It sets a take-profit level of 256 baht and a stop-loss at 249 baht. It also recommends Praram 9 Hospital, or PR9, citing a strong recovery in the hospital group's third-quarter 2026 earnings, helped by a rise in foreign patients and seasonal factors. It expects combined net profit for the hospital group under coverage to rise 11% from a year earlier and 31% from the previous quarter. It sets a take-profit level for PR9 at 19.70 baht and a stop-loss at 19.10 baht.
Delta Electronics (Thailand) Public Company LimitedCGSI recommends DELTA, expecting H2 2026 revenue to improve on recovering margins and Q3 2026 revenue up ~15% QoQ.
Praram 9 Hospital Public Company LimitedCGSI recommends PR9, citing strong Q3 2026 earnings recovery on higher foreign patients and seasonal factors.
