NTF's durian-driven profit surge and 2027 orders fuel bullish outlook
Record Q2 and H1 profit on Chinese durian demand NTF's Q2 net profit jumped 60% to 244 million baht, and H1 profit rose 67% to 276 million baht, driven by premium durian exports to China. This shows the core business is booming, which supports a higher share price.
This is the fundamental earnings growth that directly drives investor confidence and valuation.
5.5 billion baht in advance orders for 2027 NTF locked in 5.5 billion baht of 2027 orders from four customers, including a new one. This gives visibility on future revenue and reduces uncertainty, making the stock more attractive to investors.
Forward orders provide concrete evidence of future demand and de-risk growth projections.
Analyst target of 23.30 baht with 83.5% upside UOB Kay Hian reiterated a Buy rating and 23.30 baht target, expecting Q3 profit to grow 110% on higher durian output and China expansion. Such analyst support often draws investor attention and buying interest.
Analyst upgrades and high upside targets can directly influence market sentiment and price.
Bond issuance to fund expansion NTF is issuing high-yield bonds with coupons up to 6.95% to raise funds for asset purchases and business expansion. This provides capital for growth but also adds debt, a trade-off investors should watch.
The bond issuance is a key capital-raising event that supports expansion but carries financial risk.