Inter Pharma Public Company Limited

Inter Pharma Public Company Limited, or IP, has signalled that its operating results in the third and fourth quarters of 2026 are likely to grow well on seasonal factors and rising demand, particularly the flood situation, which has improved sales through pharmacy channels thanks to demand for medicines treating chronic diseases such as diabetes, as patients stock up in advance. Dr. Trinnawat Thanitnithiphan, Chief Executive Officer, said the company has prepared sufficient stocks of raw materials and goods for production and distribution, and that its factories in Ayutthaya and Samut Prakan provinces are safe and unaffected by the floods. On future growth, the company is preparing to announce the research results of a new drug developed under a collaboration project with Japan in gene therapy innovation, which is awaiting final conclusions before submission for approval to Japan's pharmaceutical regulator, with results expected as early as 2027 or by early 2028 at the latest. It also plans to launch one more new eye-drop product. The company has set a revenue growth target for 2026 of around 2.4 billion to 2.5 billion baht, and if the two key innovation projects, the eye drops that have obtained EU Standard certification and the gene therapy, progress as intended, they will clearly drive total revenue to leap well above previous levels from 2027 to 2030.

Today's stocks to watch are led by GULF, which newspapers report is making a major move, committing investment of a hundred billion baht to build a Data Center Park with capacity of more than 1,000 megawatts. The company will finalize the investment plan within this year and is accelerating development of both power and water infrastructure to serve large customers, following strong demand, and is in the process of seeking permits for an undersea cable route linking Thailand, Vietnam, and Singapore to pave the way for an ASEAN data network. Meanwhile, MEDEZE is ramping up its cell culture media production plant, expected to begin commercial production in the first quarter of 2028, helping cut imports by several hundred million baht a year. IP announced its Advance Biotech vision, highlighting the success of Parkinson's gene therapy together with Japan, supporting sales growth of 10% a year toward a target of 5 billion baht in 2031. THAI is confident revenue this year will reach its target of 200 billion baht despite pressure from oil prices, showing cash flow of 120 billion baht, and is pushing ahead with expanding its fleet by 150 aircraft and raising its market share to 35%. AMATA is bringing in Chinese investment from Homa to set up a refrigerator and freezer manufacturing base in Amata Chonburi Industrial Estate, with investment of more than 3.1 billion baht, production capacity of 1.5 million units a year, and an export value target of 12 billion baht a year.