Delta Electronics Inc2308
▼ ネガティブ資本関連度
Delta Taiwan's up-to-$1.5bn convertible bond issuance, 2.86x larger than the previous round with a lower premium, is an overhang that previously dragged Delta Thai down 6% intraday and 14.4% in T+3.
資産への影響 6
Robotics & Physical AI
Delta Electronics IncDigital Finance & Tokenization
Bangkok Bank PCLBBL
▲ ポジティブ金融政策関連度
Recommended as a standout stock benefiting from the prolonged high interest rate environment and cheap PBV of 0.6x.
Consumer Discretionary
The Erawan Group Public Company LimitedERW
▲ ポジティブ金融政策関連度
Recommended as a standout stock benefiting from the weakening baht and the Thai Tiew Thai Plus project.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ資本関連度
Recommended as a standout stock on speculation over progress in the olefins business merger with PTTGC within this month.
Financials
Materials
