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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The Stocks to Own in Thailand – Vol. 54
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: five stocks remain, nine new join...
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Thai Union Group Plc. (TU): 4Q25E Profit Down; 1Q26E Challenging
Valuation metrics suggest up to 18% downside to the 12M forward FV of Bt10.30, based on an earnings-yield approach with a 9.6% required return.
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