PTT Public Company LimitedPTT
▲ ポジティブ資本関連度
Top pick by Asia Plus
資産への影響 13
Energy Transition & Power Demand
PTT Public Company Limited
Bangchak Corporation Public Company LimitedBCP
▲ ポジティブ需要関連度
BCP is recommended as a company benefiting from commodities and geopolitics, with strong profit growth in the energy sector.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ需要関連度
Benefiting from commodities and geopolitics
Tipco Asphalt Public Company LimitedTASCO
言及
Consumer Discretionary
Central Plaza Hotel Public Company LimitedCENTEL
▲ ポジティブ需要関連度
CENTEL is recommended for better-than-expected results and as a top pick, benefiting from strong performance.
The Erawan Group Public Company LimitedERW
▲ ポジティブ需要関連度
ERW is expected to recover in the second half, with potential upside from improved performance.
Energy
IRPC Public Company LimitedIRPC
▲ ポジティブ資本関連度
Better-than-expected results recommended by Asia Plus
Semiconductors
KCE Electronics Public Company LimitedKCE
▲ ポジティブ資本関連度
Better-than-expected results recommended by Asia Plus
Industrials
Regional Container Lines Public Company LimitedRCL
▲ ポジティブ需要関連度
Benefiting from commodities and geopolitics
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ ポジティブ資本関連度
BDMS is a top pick, with better-than-expected results and potential for index target revision upward.
Climate Adaptation & Water
Thanachart Capital Public Company LimitedTCAP
▲ ポジティブ資本関連度
Recommended as having better-than-expected results, indicating positive earnings surprise.
Health Care
Bangkok Chain Hospital Public Company LimitedBCH
▲ ポジティブ需要関連度
BCH is recommended as a stock expected to recover in the second half, benefiting from better-than-expected results.
Aerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▲ ポジティブ需要関連度
Expected to recover in the second half, suggesting improved demand outlook.