BJC, TH0002010Z06

UOB raised target for Berli Jucker stock to THB 21.00

Published on 10/14/2026 at 04:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached THB 43.74 billion and EPS was THB 0.72. The next report date is November 11, 2026 for Berli Jucker stock.

Analyst view and upcoming dates

UOB Kay Hian lifted its Berli Jucker target from THB 18.00 to THB 21.00 on September 21, 2026.
Second-quarter 2026 revenue was THB 43.74 billion and earnings per share were THB 0.72.
Berli Jucker stock stood at THB 18.60 on the SET on October 14, 2026 at 9:30 a.m. ICT.
The next earnings report is scheduled for November 11, 2026.

BJC, TH0002010Z06, Illustration mit AI erstellt.

UOB Kay Hian raised its target for Berli Jucker stock from THB 18.00 to THB 21.00 on September 21, 2026, while maintaining its Buy rating, according to UOB Kay Hian. The analyst cited stronger glass operations, a possible retail recovery and cost-saving initiatives.

UOB sees earnings upside

UOB Kay Hian said its 2027 earnings forecast was 13.00 percent above consensus and lifted its 2027 core profit forecast by 7.00 percent. The report linked that view to cost savings, an expected return to positive comparable-store sales growth at Big C and stronger performance at MM Mega Market Vietnam.

The research also described the glass business as a key earnings driver for the second half of 2026. The factory was operating at full capacity in the second quarter, while orders from existing and new customers supported demand, according to the same dated UOB Kay Hian report.

Second-quarter figures set the base

Berli Jucker reported THB 43.74 billion in revenue and THB 2.88 billion in net income for the second quarter of 2026. Diluted earnings per share were THB 0.72, compared with THB 0.26 in the first quarter, based on the company financial information published through Berli Jucker.

For the first half of 2026, total revenue reached THB 96.38 billion and net profit was THB 3.94 billion. Total assets stood at THB 355.02 billion for the same reporting period, giving the analyst forecast a base in recently reported operating figures.

Next report date is November 11

The next earnings report is listed for November 11, 2026, according to Investing.com. That date will provide the first reported update on the third quarter and the progress of the glass and Big C assumptions in the UOB view.

SET price and valuation context

Berli Jucker was quoted at THB 18.60 on the SET on October 14, 2026 at 9:30 a.m. ICT. The 52-week range was THB 12.80 to THB 20.40, while market capitalization was THB 74.5 billion as of October 14, 2026.

The current quote sits below UOB Kay Hian's THB 21.00 target, but that target is an analyst assessment rather than a forecast guarantee. The key test for the thesis is whether stronger packaging earnings and a Big C recovery appear in the third-quarter figures.