← MR. D.I.Y. Holding (Thailand) overview

MR. D.I.Y. Holding (Thailand) vs Siam Global House: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

MR. D.I.Y. Holding (Thailand) Public Company Limited (MRDIYT.BK)

Q3 2026
▲3

MRDIYT: store expansion drives profit growth, analysts raise targets

  • Q2 profit jumps 19.4%, dividend declared MRDIYT reported Q2 2026 net profit up 19.4% to 757 million baht, revenue up 18%, and gross margin at 52%. It opened 59 new stores, bringing total to 1,248, and declared an interim dividend of 0.065 baht per share. This confirms strong execution and supports the stock price.

    This is the actual earnings result that validates the growth story and directly boosts investor confidence.

  • Analysts raise target prices on strong Q3 outlook KGI expects Q3 profit of 660 million baht (+9% YoY) and raised its target to 11 baht, while FSS upgraded to Buy with a 10.40 baht target, expecting Q4 profit to accelerate 20% on price increases. These upgrades reflect confidence in continued growth.

    Analyst upgrades and higher targets directly influence investor sentiment and can push the stock price up.

  • Store expansion on track, 210 new stores targeted MRDIYT targets 210 new stores in 2026, with 60% already opened in H1. KGI notes 171 stores opened year-to-date and expects 50 more in Q3, driving sales up 19% YoY. This aggressive expansion fuels profit growth.

    Store openings are the main growth engine and directly drive revenue and profit, supporting the stock price.

  • Flood impact: short-term pressure, recovery upside Flooding in central and northeastern Thailand may hurt near-term sales for MRDIYT, but post-flood renovation demand could boost Q4. Analysts see limited earnings impact and potential recovery-phase gains.

    This is a new risk factor that could pressure the stock short-term but offers upside later, so it's a balanced view.

August 2026
▲3

MRDIYT: store expansion drives profit growth, analysts raise targets

  • Q2 profit jumps 19.4%, dividend declared MRDIYT reported Q2 2026 net profit up 19.4% to 757 million baht, revenue up 18%, and gross margin at 52%. It opened 59 new stores, bringing total to 1,248, and declared an interim dividend of 0.065 baht per share. This confirms strong execution and supports the stock price.

    This is the actual earnings result that validates the growth story and directly boosts investor confidence.

  • Analysts raise target prices on strong Q3 outlook KGI expects Q3 profit of 660 million baht (+9% YoY) and raised its target to 11 baht, while FSS upgraded to Buy with a 10.40 baht target, expecting Q4 profit to accelerate 20% on price increases. These upgrades reflect confidence in continued growth.

    Analyst upgrades and higher targets directly influence investor sentiment and can push the stock price up.

  • Store expansion on track, 210 new stores targeted MRDIYT targets 210 new stores in 2026, with 60% already opened in H1. KGI notes 171 stores opened year-to-date and expects 50 more in Q3, driving sales up 19% YoY. This aggressive expansion fuels profit growth.

    Store openings are the main growth engine and directly drive revenue and profit, supporting the stock price.

  • Flood impact: short-term pressure, recovery upside Flooding in central and northeastern Thailand may hurt near-term sales for MRDIYT, but post-flood renovation demand could boost Q4. Analysts see limited earnings impact and potential recovery-phase gains.

    This is a new risk factor that could pressure the stock short-term but offers upside later, so it's a balanced view.

Latest
▲3

MRDIYT: store expansion drives profit growth, analysts raise targets

  • Q2 profit jumps 19.4%, dividend declared MRDIYT reported Q2 2026 net profit up 19.4% to 757 million baht, revenue up 18%, and gross margin at 52%. It opened 59 new stores, bringing total to 1,248, and declared an interim dividend of 0.065 baht per share. This confirms strong execution and supports the stock price.

    This is the actual earnings result that validates the growth story and directly boosts investor confidence.

  • Analysts raise target prices on strong Q3 outlook KGI expects Q3 profit of 660 million baht (+9% YoY) and raised its target to 11 baht, while FSS upgraded to Buy with a 10.40 baht target, expecting Q4 profit to accelerate 20% on price increases. These upgrades reflect confidence in continued growth.

    Analyst upgrades and higher targets directly influence investor sentiment and can push the stock price up.

  • Store expansion on track, 210 new stores targeted MRDIYT targets 210 new stores in 2026, with 60% already opened in H1. KGI notes 171 stores opened year-to-date and expects 50 more in Q3, driving sales up 19% YoY. This aggressive expansion fuels profit growth.

    Store openings are the main growth engine and directly drive revenue and profit, supporting the stock price.

  • Flood impact: short-term pressure, recovery upside Flooding in central and northeastern Thailand may hurt near-term sales for MRDIYT, but post-flood renovation demand could boost Q4. Analysts see limited earnings impact and potential recovery-phase gains.

    This is a new risk factor that could pressure the stock short-term but offers upside later, so it's a balanced view.

Siam Global House Public Company Limited (GLOBAL.BK)

Q3 2026
▲3▼1

Record Q2 profit, upgrades, expansion offset weak Q3 same-store sales

  • Record Q2 profit and margin expansion Siam Global House reported record Q2 2026 net profit of about 947–955 million baht, up 82–84% from a year earlier. Gross margin reached 31.6%, helped by higher selling prices, cheaper steel, and more own-brand sales.

    This is the main positive force behind the stock, showing much stronger profitability than expected.

  • Analyst upgrades and expansion plans Analysts raised their forecasts and price targets to 7.80–9.00 baht, pointing to five new domestic branches, expansion in Myanmar and Indonesia, and solar subsidies. CGSI upgraded the stock to Buy.

    Upgrades and expansion plans directly boost investor confidence and the stock's outlook.

  • Post-flood repair demand expected Flood damage is expected to drive repair and rebuilding purchases, lifting sales in late 2026 and 2027. This gives a clear future demand boost for the company's construction materials.

    This is a new positive catalyst that could support future revenue growth.

  • Weak Q3 same-store sales and Cambodia drop Same-store sales fell 5–7% in Q3 due to weak spending and heavy rain. Cambodia sales dropped 25–30% during conflict, though a Q4 rebound above 20% is expected.

    This is the main counterweight, showing current sales weakness that caps growth despite strong profits.

August 2026
▲3▼1

Record Q2 profit and expansion plans offset weak same-store sales

  • Record Q2 profit and margin expansion Siam Global House reported record Q2 2026 net profit of about 947–955 million baht, up 82–84% from a year earlier. Gross margin reached 31.6%, helped by higher selling prices, lower steel costs, and a bigger share of own-brand products (27.5% of sales).

    This is the main positive force behind the stock, showing much higher profitability.

  • Analyst upgrades and expansion plans Analysts raised their earnings forecasts and price targets to 7.80–9.00 baht, pointing to cheap valuation. They also cited five new domestic branches plus expansion in Myanmar and Indonesia, and a government solar-rooftop subsidy that benefits the company.

    These factors support future growth and have led to higher target prices.

  • Post-flood repair demand expected After floods in central and northeastern Thailand, demand for home repair and construction materials is expected to boost sales in late 2026 and 2027. This could provide a meaningful lift to revenue.

    It is a new demand driver that could improve future sales.

  • Weak same-store sales cap growth Same-store sales fell 5–7% in the third quarter because of soft consumer spending and heavy rain. This limited overall sales growth despite strong profit margins. Brokers still rate the stock a BUY, calling the 19% drop from August's peak a chance to buy.

    This is the main counterweight, showing that underlying sales are still weak.

Latest
▲3▼1

GLOBAL's profit surge and flood-repair demand offset weak same-store sales

  • Record Q2 profit on house-brand margin GLOBAL's Q2/26 net profit hit a record 947 million baht, up 82.5% from a year earlier, as gross margin reached a record 31.6%. The main reason: its own house-brand goods, which earn much fatter margins, made up 27.5% of sales. This profit jump is the core force lifting the stock.

    This is the single biggest new fundamental driver of GLOBAL's earnings and share price this period.

  • Flood repair demand seen boosting sales After floods hit central and northeastern Thailand, many brokers named GLOBAL a top pick to benefit once waters recede, because homeowners will need to repair and rebuild. Its construction materials are 30-35% of sales. This lifts expectations for late-2026 and 2027 sales.

    Flood-recovery demand is a fresh, widely cited catalyst that directly supports GLOBAL's revenue outlook.

  • Same-store sales still shrinking Sales at stores open a year or more remain weak, down about 5-7% in the third quarter, as shoppers spend less and heavy rain kept people home. This is the main counterweight: even with fatter margins, falling customer traffic limits how fast total sales can grow.

    It is the key real negative that balances the positive profit and flood-demand story.

  • Brokers keep BUY, call price drop a chance After the stock fell 19% from its August peak, several brokers reiterated BUY ratings with targets of 7.80-9.00 baht, calling the drop an accumulation opportunity. They point to GLOBAL's high margins, store expansion and cheap valuation versus peers, which supports buying interest.

    Broker support and valuation are a direct force behind the stock's price direction this period.

September 2026
▲4

Flood recovery demand and broker upgrades drive GLOBAL higher

  • Post-flood repair demand to boost Q4 sales After Bangkok's floods recede, homeowners will need to repair and clean, driving demand for building materials. GLOBAL is repeatedly named a top beneficiary, with recovery expected in Q4 2026. This lifts sales expectations and supports the stock price.

    This is the core new event of the period and directly explains why GLOBAL is moving up.

  • CGSI upgrades GLOBAL from Sell to Buy CGSI turned positive on Thai retail and upgraded GLOBAL to Buy, its second pick. It sees the clearest demand recovery in three years, with construction permits rising after a long slump. This signals improving profits and attracts buyers.

    A major broker upgrade is a new, concrete catalyst that directly affects investor demand for the stock.

  • House Brand expansion lifts profit margins GLOBAL is growing its own House Brand products, which earn about 10 percentage points more margin than branded goods. With gross margin already around 28%, this mix shift should boost profits and support the share price.

    This is a new company-specific driver that improves profitability and is not just flood-related.

  • Overseas recovery and steady Q3 performance GLOBAL's Cambodia sales fell 25-30% during conflict but are expected to rebound over 20% in Q4. Its Laos, Myanmar and Indonesia joint ventures are growing well. Q3 results were close to target despite late-quarter floods, supporting confidence.

    New operational details show resilience and a rebound path, reinforcing the positive outlook.

▲4

Flood recovery demand and broker upgrades drive GLOBAL higher

  • Post-flood repair demand to boost Q4 sales After Bangkok's floods recede, homeowners will need to repair and clean, driving demand for building materials. GLOBAL is repeatedly named a top beneficiary, with recovery expected in Q4 2026. This lifts sales expectations and supports the stock price.

    This is the core new event of the period and directly explains why GLOBAL is moving up.

  • CGSI upgrades GLOBAL from Sell to Buy CGSI turned positive on Thai retail and upgraded GLOBAL to Buy, its second pick. It sees the clearest demand recovery in three years, with construction permits rising after a long slump. This signals improving profits and attracts buyers.

    A major broker upgrade is a new, concrete catalyst that directly affects investor demand for the stock.

  • House Brand expansion lifts profit margins GLOBAL is growing its own House Brand products, which earn about 10 percentage points more margin than branded goods. With gross margin already around 28%, this mix shift should boost profits and support the share price.

    This is a new company-specific driver that improves profitability and is not just flood-related.

  • Overseas recovery and steady Q3 performance GLOBAL's Cambodia sales fell 25-30% during conflict but are expected to rebound over 20% in Q4. Its Laos, Myanmar and Indonesia joint ventures are growing well. Q3 results were close to target despite late-quarter floods, supporting confidence.

    New operational details show resilience and a rebound path, reinforcing the positive outlook.

▲4

GLOBAL's profit surge and solar subsidy boost outlook

  • Record Q2 profit and margin beat GLOBAL reported Q2 2026 net profit of 955 million baht, up 84% year-on-year, beating expectations. Gross margin jumped to 31.6% from 25.4% a year earlier, driven by higher selling prices, steel prices, and a richer mix of own-brand products. This directly boosts earnings and investor confidence.

    This is the core new financial result that answers why the stock is moving.

  • Analyst upgrade and target price hike Finansia Syrus raised its 2026 profit forecast by about 15% and lifted its target price to 8.30 baht, maintaining a buy rating. The upgrade followed the strong Q2 beat and expectations that high gross margins will offset soft same-store sales. This supports higher valuation and buying interest.

    Analyst upgrades directly influence price targets and investor demand.

  • Government solar rooftop subsidy The Finance Ministry plans to subsidize 50,000 baht per household for solar rooftop installations, part of a 200 billion baht clean energy push. GLOBAL, as a building materials retailer selling solar kits, is named as a beneficiary. This could lift demand for its products and drive future sales.

    New government policy creates a fresh demand catalyst for GLOBAL's products.

  • Expansion and margin guidance GLOBAL plans to open five new domestic branches in 2026, renovate eight, and add overseas branches in Myanmar and Indonesia. Management expects full-year revenue growth of about 5% and gross margin no lower than 26%, with same-store sales not turning negative. This signals continued growth despite soft same-store sales.

    Expansion plans and margin guidance provide forward-looking support for the stock.