MOSHI MOSHI RETAIL CORPORATION Plc. (MOSHI): 3Q26TD SSSG Remains Strong, With GPM and SG&A Expenses Expected to Increase YoY - Neutral (12M FWD Fair Value Bt37.50)
We came away slightly positive from the analyst meeting, as SSSG remains strong at 7-8% in 3Q26TD, while GPM is expected to improve YoY. We...
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MOSHI MOSHI RETAIL CORPORATION Plc. (MOSHI): 2Q26 Profit +20% YoY, -15% QoQ; Strong SSSG - Outperform (12M FWD Fair Value Bt37.50)
Strong 2Q26 SSSG and GPM supported YoY earnings growth, while profit declined QoQ on seasonality. SSSG momentum remained strong at +8-10% in July,...
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MOSHI MOSHI RETAIL CORPORATION Plc. (MOSHI): Earnings to Rise 18% YoY but Fall 17% QoQ on Seasonality - Outperform (12M FWD Fair Value Bt37.50)
We expect strong 2Q26E SSSG and GPM to drive YoY earnings growth, despite a QoQ decline on seasonality. SSSG momentum has remained strong at above...
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Krungthai XSpring Zoom Eng. July 2, 2026
The government is set to launch a Bt4.0bn rooftop solar program, covering approximately 440k households, funded under the Bt400bn emergency...
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MOSHI MOSHI RETAIL CORPORATION Plc. (MOSHI): 2Q26TD SSSG Remains Positive...
Strong inventory management has allowed MOSHI to continue selling lower-cost inventory through August.2Q26TD SSSG momentum remains slightly...
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