Thai Stocks See Active Movement: Aviation, IT, Healthcare Among Focus

Thai stocks saw active movements in individual companies as of July 31st. Notably, Asia Aviation (AAV) is temporarily suspending operations at SIA Airport until the end of September, shifting nine domestic routes to DMK Airport to reduce costs during the low season. Bluebik Group (BBIK), a major IT consultancy, is maintaining its FY26 revenue growth target of 20%, supported by continued demand for digital transformation, AI, and cybersecurity. The company is expanding its operations not only within Thailand but also into Laos. In the healthcare sector, Praram 9 Hospital (PR9) is maintaining strong performance, benefiting from the recovery of international patients, particularly from the Middle East, its expanding presence in Southeast Asia, and improved operational efficiency through AI. PTT Exploration and Production (PTTEP), a major energy company, is awaiting the announcement of its Q2 2026 net profit, with Bloomberg consensus forecasting THB23.65 billion. In the financial sector, Thanachart Capital (TCAP) has announced a share buyback of up to 104.86 million shares, representing 10% of its paid-up capital, with a budget of up to THB7.5 billion, effective from August 17, 2026, to February 16, 2027. Meanwhile, Thai Union Group (TU) is set to receive THB1.3 billion in dividend income from its pet food subsidiary, ITC. However, the company is seeking dismissal of litigation linked to the bankruptcy of its subsidiary Red Lobster, arguing that the lawsuit seeks to shift responsibility for Red Lobster's operational failures. These individual company developments offer insights into the current state and future outlook of various sectors within the Thai economy.