Com7 PCLCOM7
▲ บวกเงินทุนความเกี่ยวข้อง
Named top pick with Buy rating and 35 baht target price, expected to lead group profit growth at 35-45% YoY in 3Q26.
ผลกระทบต่อสินทรัพย์ 9
Consumer Discretionary
Com7 PCL
Dohome Public Company LimitedDOHOME
▲ บวกอุปสงค์ความเกี่ยวข้อง
DOHOME expected to lead the group's normal profit growth at ~35-45% YoY in 3Q26 and is among stocks with notable upside, aided by Thai Help Thai Plus Phase 2 stimulus supporting same-store sales.
Central Retail Corporation Public Company LimitedCRC
± ผสมเงินทุนความเกี่ยวข้อง
Mentioned only as part of the group with expected 15-20% YoY profit growth, no specific rating or target given.
Siam Global House Public Company LimitedGLOBAL
▲ บวกอุปสงค์ความเกี่ยวข้อง
GLOBAL is named among the stocks with more notable upside than the group, benefiting from the government stimulus-driven recovery in same-store sales.
MR. D.I.Y. Holding (Thailand) Public Company LimitedMRDIYT
ถูกกล่าวถึง
Consumer Staples
Berli Jucker PCLBJC
▲ บวกเงินทุนความเกี่ยวข้อง
Selected as a top pick with a Buy rating and 19.5 baht target price, and expected 15-20% YoY profit growth in 3Q26.
CP Axtra Public Company LimitedCPAXT
▼ ลบเงินทุนความเกี่ยวข้อง
Expected to remain a laggard due to weak same-store sales at Lotus.
Digital Finance & Tokenization
CP ALL Public Company LimitedCPALL
▲ บวกเงินทุนความเกี่ยวข้อง
Liked with a Buy rating and 63 baht target price on a wider valuation discount.
Information Technology
Synnex (Thailand) Public Company LimitedSYNEX
▲ บวกอุปสงค์ความเกี่ยวข้อง
SYNEX is listed among the stocks with more notable upside than the group, supported by the expected stimulus-driven recovery in consumer sales.