labels: Bualuang Securities
TISCO Securities indicates that Thai listed companies' Q2/2026 profits hit a new high for the second consecutive quarter, and anticipates continued foreign investment inflows.
TISCO Securities reports that net profits of Thai listed companies in Q2/2026 reached 3.90 billion baht, a 13% increase year-on-year and a 12% increase quarter-on-quarter, marking the highest figures for two consecutive quarters. Furthermore, 45% of the 140 companies reported profits exceeding expectations. The firm also forecasts...Fund flows remain strong; Bualuang Securities expects Thai stocks to continue their upward trend in August, after foreigners made net purchases of 7.6 billion baht.
Bualuang Securities views Thai stocks positively for August, following net foreign buying of 7.6 billion baht since the beginning of the year. They expect listed companies' profits to recover across multiple industries and recommend investing in four key themes to capitalize on the bull market. Statistics show that during periods of global manufacturing cycle recovery, fund flows of 160-200 billion baht typically occur within 10-12 months.Bualuang Securities forecasts 24% profit growth for listed companies in the second quarter and identifies "high-potential stocks" for a recovery in the second half of the year.
Bualuang Securities expects listed companies' profits in the second quarter of 2026 to grow 24% year-on-year and 2% from the first quarter, driven by rising energy prices.Bualuang Securities issues DR “SPACEX01” referencing SPCX shares, trading begins July 13.
Bualuang Securities launches DR “SPACEX01”, referencing SpaceX (SPCX) shares, a giant in space technology from the US stock market.Bualuang Securities opens the way for global gold investment through the Thai stock market, with the DR “GOLDM01,” referencing the GLDM fund, beginning trading on June 25.
Bualuang Securities launches DR “GOLDM01,” referencing the SPDR Gold MiniShares Trust (GLDM), providing Thai investors with access to physical gold bullion from the US. Trading begins June 25th.Bualuang Securities launches a new series of 13 DR01 deposits referencing US and Hong Kong stocks and ETFs, digital assets, and bonds.
Bualuang Securities launches a new series of 13 DR01 securities, referencing individual stocks, and future-oriented ETFs from the US and Hong Kong markets, covering four key global megatrends: AI, the space economy, digital asset boards, and US government bonds. Trading begins on the SET 18...Analysts estimate that diesel prices will remain high at 50-55 baht for a month, impacting listed companies' profits by approximately 1.2-1.5%.
Bualuang Securities estimates that diesel prices will remain high at 50-55 baht/liter for one month, impacting listed companies' profits by approximately 1.2-1.5%. In the worst-case scenario, if prices remain high for two months, it could push the SET index down to 1,340 points.Scanning for surviving stocks: Stocks affected by the Iran-Iran conflict.
Bualuang Securities assesses the impact of the Iran-Iran conflict through revised earnings estimates for listed companies, identifying those that will survive and those that will be affected. Their investment strategy recommends accumulating stocks in 5 themes.Bualuang Securities offers the opportunity to invest in leading global stocks in a single security through DR “WORLDA01”.
Bualuang Securities offers investors the opportunity to purchase leading global stocks in a single security through DR “WORLDA01,” referencing the MSCI World Index and investing in large and medium-sized stocks in over 20 countries worldwide.Three scenarios for a Middle East conflict; Bualuang Securities sees no escalation, maintains Thai stock market target at 1,560 points.
Bualuang Securities presents three scenarios for a Middle East conflict, believing its impact will be limited. It maintains its target for the Thai stock market at 1,560 points and highlights four strong themes anticipating profit recovery and attractive dividends.
