Bualuang Securities Picks 8 Stocks with Strong Third-Quarter Profit Growth

โดย HoonSmart·TH·Read original
Summary · why it matters

Bualuang Securities analyzed third-quarter 2026 profit trends, saying overall net profit and core profit are likely to expand compared with the same period last year, but are expected to slow from the previous quarter. Key support comes from Brent crude oil prices rising an average of 28 percent year on year, Singapore GRM refining margins surging 434 percent year on year, and wider petrochemical spreads for both HDPE and PET in the West, along with momentum from mobile and internet service revenue, electronics demand tied to the AI and data center cycle, and the recognition of new production capacity and overseas power plant profits at GULF. At the same time, higher jet fuel costs are pressuring airlines, and narrowing interest margins are weighing on the banking sector. Groups whose core profit grew year on year were led by energy, petrochemicals, construction materials, electronics, communications, and retail. Groups whose core profit fell year on year were led by transport and banking. Bualuang Securities recommends a selective investment strategy focused on stocks whose third-quarter profit trends are still expected to grow strongly, have not seen sharp profit downgrades over the past three months, and have clear positive factors supporting recovery. These include KCE, CBG, ITC, BH, BDMS, AOT, CENTEL, and GPSC.

Impact on assets 8

Consumer Staples▲ · 2 stocks
i-Tail Corp. PCL
ITC
▲ PositiveDemandrelevance

Momentum from mobile and internet service revenue and electronics demand tied to AI and data center cycle.

Industrials▲ · 1 stocks
Airports Of Thailand PCL
AOT
▲ PositiveDemandrelevance

AOT benefits from travel demand, but jet fuel costs are a concern; overall positive due to strong profit growth.

Aging Population▲ · 1 stocks
Health Care▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Semiconductors▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Global Power Synergy PCL
GPSC
▲ PositiveCapitalrelevance

Recognition of new production capacity and overseas power plant profits at GULF supports profit growth.

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