KSS highlights MTC and ICHI as standout beneficiaries of Thai Chuay Thai Plus extension

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Krungsri Securities, or KSS, says the extension of the Thai Chuay Thai Plus measures into the fourth quarter of 2026 is a positive factor for the Thai stock market. Retail lenders such as MTC, KTC, and JMT will benefit, while ICHI is likely to gain from higher sales. KSS estimates MTC will post a net profit of 1.88 billion baht in the second quarter of 2026, up 14 percent from a year earlier, and sees a chance for full-year 2026 profit to beat estimates if loan-loss provisions decline. It gives a 2026 target price of 40 baht. For ICHI, KSS expects a core profit of 306 million baht in the second quarter of 2026, up 7 percent from both a year earlier and the previous quarter, with a standout dividend yield. It forecasts a 2026 yield of about 6.8 percent and expects an interim dividend for the first half of 0.50 baht per share to be announced this August.

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Financials▲ · 2 stocks
Krungthai Card PCL
KTC
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KSS says retail lenders like KTC will benefit from the extension of Chuay Thai Plus measures.

Consumer Staples▲ · 1 stocks
Industrials▲ · 1 stocks
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