Finansia Syrus Securities maintains a buy recommendation on GLOBAL with a target price of 8.30 baht per share and keeps its 2026 profit forecast for growth of 14.7% from the previous year, while expecting 2027 and 2028 profit to grow 1.2% and 1.4% respectively. The analysis notes that the overall analyst meeting was neutral and in line with previous estimates, with same-store sales in July 2026 expected to decline 5% year-on-year, but new store sales will help offset this. The company maintains its 2026 store target of 101 branches, up from 96 branches in 2025, and expects gross margin in the second half of 2026 at 27 to 28%, compared with 26.4% in the second half of 2025 and 29.1% in the first half of 2026, supported by a higher sales mix of the company's own brands.
Siam Global House Public Company LimitedFinansia Syrus maintains buy rating and target price, forecasting profit growth.
