Dao Securities Thailand expects the SET Index to recover gradually, supported by a rebound in US technology stocks, which is positive for Thai electronics shares. It warns of resistance at 1,650 points, where profit-taking could emerge. Among top picks, the broker highlights GLOBAL, which posted a second-quarter 2026 net profit of 955 million baht, beating expectations by 40 percent, and raises its target price to 9.00 baht. For TU, net profit came in at 1.3 billion baht, 16 percent above forecast, with a new target price of 14.80 baht. TU also announced a first-half 2026 dividend of 0.4 baht per share, representing a dividend yield of 3 percent.
Siam Global House Public Company LimitedQ2 net profit beat expectations by 40%, target price raised to 9.00 baht
Thai Union Group PCLNet profit 16% above forecast, target raised to 14.80 baht, and dividend announced