GFPT Plc. (GFPT): Exports and GPM Drive 2Q26E Earnings (+17% QoQ, -15% YoY) - Sell (12M FWD Fair Value Bt8.00)
We expect 2Q26E profit to decline 15% YoY due to a high base in both sales and GPM, but increase 17% QoQ, supported by stronger exports and a...
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GFPT Plc. (GFPT): 4Q25 And 2025 In Line; 2026E Profit To Fall 8%
We maintain Sell. The share price implies 20% downside to our 12M forward FV of Bt8 (earnings yield; 22.4% required return).
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GFPT Plc. (GFPT): Expect 4Q25E Earnings Up YoY But Down QoQ - Sell (FWD Fair Value Bt8.00)
We downgrade to Sell (from Neutral) given 18% downside to the 12M forward FV of Bt8.00 under the earnings yield method (22.4% required return, from...
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GFPT Plc. (GFPT): 3Q25 Profit Up YoY, QoQ on Stronger GPM; Forecasts Raised
3Q25 profit rose 32% YoY and 11% QoQ, beating forecasts by 6%, with GPM exceeding estimates by 280bps as lower feed costs offset weaker broiler...
131 Views
Krungthai XSpring Technical Eng. July 24, 2026
The SET Index was volatile but recovered quickly, supported by bargain hunting in banking stocks. The index's ability to avoid a deeper correction...
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