Earnings Preview
We are neutral on 3Q26E earnings, with profit expected to rise YoY and QoQ on the peak sales season (except frozen seafood) and a weaker...
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THAI UNION GROUP Plc. (TU): 2Q26 Core Earnings Beat on YoY and QoQ Growth
2Q26 earnings increased YoY and QoQ, beating our forecast on stronger-than-expected GPM and other income. This lifted 1H26 core profit to Bt2.2bn...
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THAI UNION GROUP Plc. (TU): 2Q26E Earnings Expected to Decline YoY but Improve QoQ - Outperform (12M FWD Fair Value Bt13.30)
We maintain a Neutral view on 2Q26E earnings, expecting profit to decline YoY but improve QoQ on seasonal factors. Core earnings in 1H26E are...
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THAI UNION GROUP Plc. (TU): 1Q26 Core Profit Above Expectations On Other Income And Tax
1Q26 net profit came in broadly in line with expectations, while core profit exceeded estimates, supported by other income and tax credits.
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THAI UNION GROUP Plc. (TU): 4Q25 & 2025 Earnings Down YoY; 2026E Growth Likely Up 5%
1Q26E is expected to be a low season, with added challenges in the US market from intensified competition following price hikes (reflecting US...
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