BJC, TH0002010Z06

BJC stock trades at THB 18.30 after UOB raises target

Published on 10/07/2026 at 05:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BJC stock faces a THB 21 target from UOB Kay Hian, raised from THB 18 on September 21, 2026. Second-quarter 2026 revenue reached THB 43.74 billion and EPS THB 0.72.

BJC, TH0002010Z06, Illustration mit AI erstellt.

BJC stock was trading at THB 18.30 on SET on October 7, 2026 at 10:22 a.m. ICT, unchanged from the previous close. The valuation backdrop is shaped by UOB Kay Hian's raised target and a second-quarter operating picture that puts the retailer's recovery case on measurable footing.

UOB raises target to THB 21

According to UOB Kay Hian on September 21, 2026, the new price target is THB 21, up from THB 18. The target lies 14.8 percent above the THB 18.30 reference price, giving the analyst view a concrete valuation gap rather than a purely qualitative recovery argument.

UOB said its 2027 earnings forecast was 13 percent above consensus. The research points to cost savings, a recovery at Big C and stronger-than-expected performance at MM Mega Market Vietnam as the main drivers behind that view.

Glass and retail drive the case

The operating evidence is already visible in the latest reported quarter. IT BOLTWISE reported that BJC generated THB 43.74 billion in second-quarter 2026 revenue and adjusted earnings per share of THB 0.72.

UOB described the glass business as a key earnings driver for the second half of 2026, with the factory operating at full capacity in the second quarter. Its research also expects Big C same-store sales growth to turn positive in the third quarter of 2026 after weakness that began in the first quarter of 2025.

Stock remains below yearly high

BJC's 52-week range was THB 12.80 to THB 20.50 on October 7, 2026. The intraday price therefore stood THB 2.20 below the yearly high, while the day's range was THB 18.20 to THB 18.40 and trading volume was 172,200 shares.

The market capitalization was THB 73.3 billion on October 7, 2026. For investors, the key issue is whether glass capacity, cost savings and Big C's sales trajectory can convert the forecast improvement into reported profit growth.

THB 18.30 keeps valuation in view

BJC stock was last at THB 18.30 on SET on October 7, 2026 at 10:22 a.m. ICT. el fondo identifies Berli Jucker Public Company Limited as a SET-listed company with ISIN TH0002010Z06.