Land and Houses Securities recommends buying shares of CPALL and GLOBAL, providing resistance, support, and stop-loss levels along with earnings estimates and target prices. For CPALL, resistance is at 50.25 baht, support at 47.50 baht, and stop-loss at 46 baht. Net profit for the second quarter of 2026 is forecast at 7.3 billion baht, up 8 percent from a year earlier but down 20 percent from the previous quarter due to seasonal factors and higher costs, particularly in the CPAXT segment. Same-store sales at 7-Eleven, Makro, and Lotus continue to grow, but there is pressure from labour costs and new store opening expenses. The strategic target price is 62 baht. For GLOBAL, resistance is at 8.30 baht, support at 7.50 baht, and stop-loss at 7.15 baht. Net profit for the second quarter of 2026 is 955 million baht, up 19 percent from the previous quarter and 84 percent from a year earlier, beating expectations by 40 percent. This was driven by a gross margin increase to 31.6 percent, thanks to a product mix shift towards house brands and home improvement categories, as well as improved procurement and logistics efficiency. The strategic target price is 8 baht.
CP ALL Public Company LimitedAnalyst recommends buying with target price 62 baht, forecasts Q2/26 net profit up 8% YoY.
Siam Global House Public Company LimitedAnalyst recommends buying with target price 8 baht, Q2/26 net profit beats expectations by 40%.