Spotlight on 4 CH. Karnchang Group stocks ahead of Q2 results — CK construction stands out

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Summary · why it matters

Analysts assess the second-quarter 2026 earnings outlook for four companies in the CH. Karnchang Group. CK is expected to post a normalised profit of 725.7 million baht, down 1% from a year earlier but up 120.5% from the previous quarter, supported by construction operating profit accelerating 11.5% year-on-year. BEM is forecast to report a normalised profit of 1.01 billion baht, up 1.5% from a year earlier and 15.2% from the previous quarter, thanks to lower financial costs. CKP is seen posting a normalised profit of 202 million baht, down 43% from a year earlier but up 74% from the previous quarter, as it enters the high season in the third quarter. Meanwhile, TTW is expected to report a net profit of 686 million baht, down 14% from a year earlier but up 2% from the previous quarter, standing out as a defensive stock with steady cash flow and high dividend payouts.

Impact on assets 4

Industrials▲ · 2 stocks
CH. Karnchang PCL
CK
▲ PositiveCapitalrelevance

CK expected profit up 120.5% QoQ, construction operating profit accelerating 11.5% YoY.

Energy Transition & Power Demand▲ · 1 stocks
Climate Adaptation & Water▲ · 1 stocks
TTW Public Company Limited
TTW
▲ PositiveCapitalrelevance

TTW expected net profit down 14% YoY but up 2% QoQ, defensive with steady cash flow and high dividends.