Kasikorn Securities recommends BH and STECON as today's top picks

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Kasikorn Securities recommends BH and STECON as today's standout stocks, while assessing the SET Index range at 1,600 to 1,625 points after yesterday's close at 1,609.76 points, down 11.86 points or 0.73 percent, with selling pressure from foreign investors amid pressure from the 10-year US Treasury yield at around 4.65 percent and ongoing uncertainty in the Middle East, which kept Brent crude oil prices above 90 dollars per barrel. For BH, or Bangkok Dusit Medical Services Public Company Limited, Kasikorn gives a target price of 204 baht and expects second-quarter net profit for fiscal year 2026 at 1.89 billion baht, up 6 percent from the previous quarter and 2 percent from a year earlier. First-half net profit for 2026 is estimated at about 4 billion baht, up 100 percent from a year earlier and above expectations, with foreign patients remaining the main revenue driver, rising 3.8 percent year on year. For STECON, or Stecon Group Public Company Limited, Kasikorn gives a target price of 20.62 baht and expects second-quarter net profit for 2026 at 910 million baht, up 374 percent from a year earlier and 488 percent from the previous quarter, slightly above expectations, supported by dividend income from GULF. Excluding that dividend item, core profit was still higher than expected. The company has a backlog of about 114 billion baht, supporting revenue for around three years, and targets new contracts in 2026 of about 50 billion baht.

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