Thailand listed companies projected to see Q3 profit growth

Analysts at Bualuang Securities (BLS) forecast that listed companies in Thailand will see year-on-year net profit growth in the third quarter of 2026, driven by rising energy prices, petrochemical margins, and increased demand in the electronics and mobile services sectors. While growth is expected to be higher than the previous year, it may slow down compared to the second quarter.

Key sectors expected to perform strongly include electronics, specifically KCE, due to rising PCB prices and delivery volumes. The beverage sector, led by CBG, is projected to grow through domestic sales and significant expansion in Myanmar. Additionally, pet food exporters like ITC, hospitals such as BH and BDMS, and tourism-related entities like AOT and CENTEL are expected to benefit from recovering international travel and regional demand.