Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ資本関連度
BLS recommends GULF as a core power-producer pick with structural growth in its Q4 2026 barbell strategy.
資産への影響 15
Energy Transition & Power Demand
Gulf Energy Development Public Company Limited
PTT Public Company LimitedPTT
▲ ポジティブ資本関連度
BLS recommends PTT as a core energy/petrochemical pick for Q4 2026.
Gunkul Engineering Public Company LimitedGUNKUL
▲ ポジティブ資本関連度
BLS includes GUNKUL among recommended power producers with structural growth.
B.Grimm Power Public Company LimitedBGRIM
▲ ポジティブ需要関連度
BLS recommends BGRIM among 2027 growth leaders, implying expected structural growth in power demand.
Global Power Synergy PCLGPSC
言及
Consumer Discretionary
Consumer Staples
Ichitan Group Public Company LimitedICHI
▲ ポジティブ資本関連度
BLS names ICHI among 2027 growth leaders it recommends.
Carabao Group Public Company LimitedCBG
言及
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ資本関連度
BLS recommends PTTGC as a core energy/petrochemical pick for Q4 2026.
Industrials
Airports Of Thailand PCLAOT
▲ ポジティブ需要関連度
BLS recommends AOT among tourism names for its Q4 2026 barbell strategy, implying expected tourism demand growth.
Real Estate
Asset World Corp Public Company LimitedAWC
▲ ポジティブ需要関連度
BLS recommends AWC among tourism names for its Q4 2026 strategy, implying expected tourism demand growth.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ ポジティブ需要関連度
BLS recommends BDMS among hospital names for its Q4 2026 strategy, implying expected demand for healthcare services.
Health Care
Bumrungrad Hospital PCLBH
▲ ポジティブ需要関連度
BLS recommends BH among hospital names for its Q4 2026 strategy, implying expected demand for healthcare services.
テーマインパクト
カバレッジ外企業 1
Bualuang Securities Public Company Limited非上場± 混在
関連度