Muangthai Capital Public Company LimitedMTC
▼ ネガティブ資本関連度
Floods are expected to hit MTC's 2026 earnings by about 2%.
資産への影響 14
Financials
Muangthai Capital Public Company Limited
Srisawad Power 1979 PCLSAWAD
▼ ネガティブ資本関連度
Floods are expected to hit SAWAD's 2026 earnings by about 1%.
Ngern Tid Lor Public Company LimitedTIDLOR
▼ ネガティブ資本関連度
Floods are expected to hit TIDLOR's 2026 earnings by about 2%.
Energy Transition & Power Demand
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ需要関連度
GULF is included in BLS's list of stocks with resilient earnings and quick recovery prospects, supported by AI/data-center demand.
Gunkul Engineering Public Company LimitedGUNKUL
▲ ポジティブ需要関連度
GUNKUL is named among BLS's picks with resilient earnings and quick recovery prospects after the floods.
B.Grimm Power Public Company LimitedBGRIM
± 混在供給関連度
BGRIM said its SPP plants in Amata City Chonburi and floating solar are still running normally, a neutral operational update.
Semiconductors
KCE Electronics Public Company LimitedKCE
▼ ネガティブ供給関連度
KCE has production bases in Ayutthaya affected by the widening floods, though it is also listed among stocks with quick recovery prospects.
Hana Microelectronics Public Company LimitedHANA
▲ ポジティブ供給関連度
HANA has some production bases in Ayutthaya affected by floods but is on BLS's quick-recovery list with AI/data-center demand support.
Consumer Discretionary
Central Plaza Hotel Public Company LimitedCENTEL
▲ ポジティブ需要関連度
BLS lists CENTEL among stocks to accumulate for resilient earnings and a quick recovery after the floods.
Central Retail Corporation Public Company LimitedCRC
▲ ポジティブ需要関連度
BLS names CRC among stocks with resilient earnings and quick recovery prospects after the floods recede.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ供給関連度
DELTA's Bang Pu and Wellgrow plants were not flooded and operations have returned to normal, and it is on BLS's recovery list.
Real Estate
Asset World Corp Public Company LimitedAWC
▲ ポジティブ需要関連度
BLS names AWC among stocks with resilient earnings and quick recovery prospects after the floods recede.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ ポジティブ需要関連度
BLS lists BDMS among resilient stocks to accumulate for a quick recovery once the floods recede.
Health Care
Bumrungrad Hospital PCLBH
▲ ポジティブ需要関連度
BLS names BH among stocks with resilient earnings and quick recovery prospects after the floods recede.