Bangchak Corporation Public Company LimitedBCP
▲ ポジティブ資本関連度
KGI maintains high dividend forecast, record profit, and buyback program; top pick with target 53.50 baht.
資産への影響 4
Energy Transition & Power Demand
Bangchak Corporation Public Company Limited
Thai Oil Public Company LimitedTOP
± 混在供給関連度
Refining sector impacted by lower margins and export ban; mentioned as peer, not directly detailed.
Synthetic Biology (non-pharma)
BBGI PCLBBGI
▲ ポジティブ需要関連度
SAF project profit nearly doubles with full recognition, benefiting BBGI's 20% stake.
Energy
Star Petroleum Refining Co LtdSPRC
± 混在供給関連度
Refining margins fell due to higher crude premium costs and diesel export ban, but strong product spreads may offset.