GBS recommends 5 top stocks for August 2026

MGR Online•Economy•20d ago

Reader Briefing

Globlex Securities predicts a Sideway Up trend for the Thai stock market in August 2026 with a target range of 1,600-1,650 points.

•Globlex Securities recommends 5 stocks with strong Q2/26 growth prospects: CBG, STA, BBGI, PR9, and TNP.
•The Thai market is supported by foreign fund flows and a 20.8% increase in June exports.
•Global factors include US President Donald Trump canceling plans to attack Iran and a decrease in WTI crude oil prices.

•Globlex Securities estimates the Thai stock index for August 2026 will move in a Sideway Up pattern between 1,600-1,650 points.
•The market is supported by reduced geopolitical risks after US President Donald Trump announced the cancellation of plans to attack Iran.
•Foreign fund flows in July alone saw net purchases of 45,000-48,700 million baht, bringing the year-to-date total to over 73,000-74,300 million baht.
•Thai exports in June 2026 grew by 20.8% YoY, valued at 34,655.9 million US dollars, driven by technology, AI, and Data Center infrastructure demand.
•Potential pressures include US monetary policy, concerns over AI infrastructure return on investment, and new US tariffs under Section 301 affecting Thailand at rates up to 12.5%.
•The Bank of Thailand indicates that the economy in Q2/2026 reached its lowest point of the year due to energy impacts and Middle East conflicts.
•Key domestic events in August 2026 include the Joint Standing Committee on Commerce, Industry and Banking meeting on August 5 and the NESDC GDP announcement on August 17.
•Watcharen Jongyanyong of Globlex Securities recommends investing in CBG, STA, BBGI, PR9, and TNP based on strong Q2/2026 performance trends.

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Globlex Securities(บล. โกลเบล็ก)

A securities company providing Thai stock market assessments and investment strategies.

OPEC+(โอเปกพลัส)ℹ️

An organization likely to increase production by 188,000 barrels per day in September.

Federal Reserve(ธนาคารกลางสหรัฐฯ)ℹ️

The central bank of the US whose interest rate decisions are monitored by investors.

European Central Bank(ธนาคารกลางยุโรป)ℹ️

The central bank that resolved to maintain the policy interest rate at 2.25%.

US Treasury(กระทรวงการคลังสหรัฐฯ)ℹ️

A US government department that intervened in the currency market to stop the depreciation of the Yen.

Bank of Thailand(ธปท.)ℹ️

The central bank of Thailand that noted the Q2/2026 economy hit its bottom.

Joint Standing Committee on Commerce, Industry and Banking(กกร.)

An entity holding a meeting on August 5.

NESDC(สภาพัฒน์)

An organization announcing Q2/2026 GDP figures on August 17.

Monetary Policy Committee(คณะกรรมการนโยบายการเงิน)

A committee holding its 4/69 meeting on August 26.

Wilasinee Boonmasungsong(วิลาสินี บุญมาสูงทรง)

Assistant Managing Director of Globlex Securities Limited.

Donald Trump(โดนัลด์ ทรัมป์)ℹ️

President of the United States who announced the cancellation of plans to attack Iran.

Watcharen Jongyanyong(วัชเรนทร์ จงยรรยง)

Research Director at Globlex Securities who recommends five specific stocks for investment.

United States(สหรัฐฯ)ℹ️

A country whose monetary policy and trade tariffs impact the Thai stock market.

Iran(อิหร่าน)ℹ️

A country targeted by cancelled US attack plans.

Japan(ญี่ปุ่น)ℹ️

A country whose government collaborated with the US Treasury to intervene in the currency market.

Section 301(มาตรา 301)ℹ️

A US law used to announce new customs tariffs on 60 countries, including Thailand.