Climate Adaptation & Water › Resilient Buildings & Retrofit Technology
SIE.XETRA · Demand · Positive Siemens' own survey shows energy efficiency now the top building priority, with over half of organizations planning higher investment in energy efficiency, smart building tech, and electrification — demand tailwinds for Siemens' building/infrastructure offerings.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
First Graphene Limited · Demand · Positive Signs three-year strategic partnership with Vector, gaining a new channel to prospective customers for its PureGRAPH graphene products as Peltyr sensors launch commercially.
Vector Companies Group Limited · Technology · Positive Vector commercially launches its Peltyr printed heat flux sensors incorporating First Graphene's PureGRAPH, a new product milestone.
Climate Adaptation & Water › Property/Casualty & Reinsurance Underwriting ▼Demand
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
AOT.BK · Demand · Negative AOT is listed among tourism groups negatively affected by the flooding as travel demand weakens.
CENTEL.BK · Demand · Negative CENTEL had hotels hit by flooding (Lat Phrao lobby, Pattaya) with customer cancellations and food sales declines from store closures.
CPALL.BK · Demand · Positive CPALL is named a consumer-goods retail beneficiary as flooding drives stock-up demand.
CPAXT.BK · Demand · Positive CPAXT is named a consumer-goods retail beneficiary expected to gain from flood-related demand.
CRC.BK · Demand · Positive CPALL/CPAXT/CRC named among consumer goods retail stocks expected to benefit from flooding-driven demand.
DOHOME.BK · Demand · Positive DOHOME named in home improvement/construction materials group expected to benefit from post-flood home repair demand.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
TOA.BK · Demand · Positive Flooding has increased demand for home/building repair and renovation, a long-term supporting factor for TOA's paint and construction/repair chemicals.
TOA.BK · Supply · Neutral A shortage of skilled painters constrains how quickly repair/repainting demand can be served.
DCC.BK · Demand · Positive DCC is named a direct beneficiary of post-flood home repair demand for floor and wall tiles, with a positive view and consensus fair value of 1.51 baht.
SCGD.BK · Demand · Positive SCGD is named a direct beneficiary of post-flood home repair demand for floor and wall tiles, with a positive view and consensus fair value of 6.61 baht.
TOA.BK · Demand · Positive TOA is named a direct beneficiary of post-flood home repair demand for house paint, with a positive view and consensus fair value of 18.03 baht.
CK.BK · Demand · Neutral CK's impact from the floods is limited in both positive and negative terms, with upside depending on clarity over future government water management investment plans.
STECON.BK · Demand · Neutral STECON's impact from the floods is limited in both positive and negative terms, with upside depending on clarity over future government water management investment plans.
Climate Adaptation & Water › Property/Casualty & Reinsurance Underwriting ▼Demand
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
HMPRO.BK · Demand · Positive Yuanta says HMPRO stands to gain the most from electrical systems and home solutions after the floods.
ADVANC.BK · Demand · Positive Yuanta names ADVANC as the communications sector's top pick, buoyed by increased internet and data usage during the floods.
GLOBAL.BK · Demand · Positive Named among home-repair/renovation beneficiaries as flood waters recede, boosting demand for its products.
DOHOME.BK · Demand · Positive DOHOME is named among home repair and renovation businesses with the clearest potential benefit once flood waters recede.
TOA.BK · Demand · Positive Listed among home-repair/renovation product beneficiaries of post-flood rebuilding demand.
BJC.BK · Demand · Positive BJC is cited among consumer goods retailers supported by flood-driven demand for drinking water, dry food and everyday items.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
DOHOME.BK · Demand · Positive DBS Vickers names DOHOME as a home-improvement beneficiary expected to gain from repair and home restoration demand after the flood water recedes in 4Q26E.
GLOBAL.BK · Demand · Positive GLOBAL is cited as a home-improvement winner set to benefit from post-flood repair and home restoration demand starting 4Q26E.
HMPRO.BK · Demand · Positive HMPRO is named among home-improvement beneficiaries expected to see a boost from repair and restoration demand once the water recedes.
NEO.BK · Demand · Positive NEO is highlighted as a beneficiary deriving 100% of revenue from consumer products, with a 31.00 baht target price, as consumers stockpile goods during the floods.
BEM.BK · Demand · Negative BEM is named in the Ground Transport group expected to see short-term impacts on ridership from the flooding.
BTS.BK · Demand · Negative BTS is named in the Ground Transport group expected to see short-term impacts on ridership from the flooding.
8316.JP · Regulation · Positive SMBC became the first Japanese financial institution to obtain Climate Bonds Initiative conformity for its sustainable finance framework, easing disaster-prevention lending and supporting its 50 trillion yen sustainable finance target.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Capital
Nuveen Green Capital · Regulation · Positive NYC C-PACE overhaul adopting loan-to-value underwriting could boost loan sizes ~40%, benefiting Nuveen Green Capital, a major C-PACE lender.
キャップジェミニ・リサーチ・インスティテュートの新たな報告書によると、自社が気候適応を積極的に優先していると答えた経営幹部は68%に上り、2025年の56%から増加した。一方で、気候関連の混乱による財務的影響を完全に定量化している企業は15%にとどまる。「A World in Balance: The resilience reset」の第5版は、年間売上高10億ドル超の701社の経営幹部2100人を対象に13カ国で実施した調査に基づくもので、ネットゼロ目標で後れを取っている企業の割合が2025年の1%から2026年には11%に上昇したことも示している。29%がネットゼロ目標を延期したと答えており、前年のわずか8%から大幅に増えた。ほぼ10社に9社が気候関連のサプライチェーン混乱を報告しており、経営幹部の7割超が、エネルギーや水、原材料といった重要資源の確保が、排出削減目標よりも持続可能性に関する意思決定に影響を与えていると答えている。持続可能性への支出は前年に売上高の1.04%に達し、当初配分された0.8%を上回った。83%の企業が今後12~18カ月で気候適応への支出を増やす計画だ。キャップジェミニのサステナビリティサービスおよび企業責任のグローバル責任者、シリル・ガルシア氏は、気候変動による混乱は新たな常態となっており、リーダーは気候行動をこれ以上先延ばしにできないと述べた。
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Demand
CAP.PA · · Neutral Capgemini's research institute published the survey; it is the report's author, not a company-specific financial or operational development.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Technology
8801.JP · Technology · Positive Mitsui Fudosan is completing Japan's largest and tallest wooden rental office building, showcasing its wooden building strategy and environmental credentials.
Takenaka Corporation · Technology · Positive Takenaka Corporation's fire-resistant laminated timber, Nen-En-Wood, is used in the building, highlighting its product's application in a landmark project.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Capital
PACE Loan Group · Demand · Positive Article highlights C-PACE financing growth, larger deal sizes, and broader adoption, directly benefiting PACE Loan Group as a leading provider.
Climate Adaptation & Water › Resilient Buildings & Retrofit Technology
AB Stadsholmen · Technology · Positive Stadsholmen is a participant in the DASHER research project to develop energy efficiency methods for historic buildings, which could enhance its property management capabilities and reputation.
Climate Adaptation & Water › Resilient Buildings & Retrofit ▲Technology
Climate Adaptation & Water › Cooling & Heat Resilience ▲Technology
CSCO · Technology · Positive Cisco highlights its smart building technology that improves energy efficiency and workplace experience, showcasing its product capabilities.