THAIFOODS GROUP Plc. (TFG): 2Q26 Profit and DPS Beat; Retail Stayed Strong
2Q26 core profit beat our forecast by 9%, driven by better-than-expected GPM and share of profit from affiliates. The company also declared a 2Q26...
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Primer: Thaifoods Group (TFG TB) - Aug 2026
Thaifoods Group (TFG) is a vertically integrated food producer in Thailand and Vietnam, specializing in poultry and swine, with a rapidly...
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THAIFOODS GROUP (TFG): 2Q26E Earnings to Decline on Weaker GPM; Retail Business Remains Resilient
We forecast 2Q26E core profit to decline 48% YoY and 29% QoQ, mainly due to a lower GPM and higher operating expenses associated with the...
118 Views
THAIFOODS GROUP Plc. (TFG): 1Q26 Retail Business Boosted Sales And GPM
We upgrade our rating to Buy (from Outperform) with a new fair value of Bt15.05 (from Bt10.20), based on the earnings yield valuation of the...
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THAIFOODS GROUP Plc: Solid 1Q26E GPM; 2026–27E Earnings Raised By 16% P.a.
We forecast 1Q26E core profit to decline 15% YoY but rise 32% QoQ, supported by stronger retail sales and improved Vietnam swine GPM, along with an...
103 Views