Three Thai securities firms project the SET Index to range 1,618–1,635 points today, supported by solid Q2 GDP data and upward profit revisions for 2026 to 106–109 baht per share. Short-term strategies favor energy stocks amid rising oil prices; medium-to-long-term plays target domestic-linked sectors. Key picks include TOP (oil refining upside), ERW (hotel recovery), KLINIQ (32% YoY Q2 revenue growth + expansion), and SJWD (logistics/warehouse strength). Broader themes: digital infrastructure (GPSC, BGRIM, ADVANC) and banks (KTB, KBANK, BBL) positioned to benefit from economic recovery and interim dividends.