Charoen Pokphand Foods Public Company LimitedCPF
▲ ポジティブ需要関連度
Highlighted as Event Play from Super El Niño, expected to benefit from higher food prices.
資産への影響 13
Consumer Staples
Charoen Pokphand Foods Public Company Limited
Ichitan Group Public Company LimitedICHI
▲ ポジティブ需要関連度
Highlighted as an Event Play from Super El Niño, implying potential demand boost.
Betagro PCLBTG
言及
Carabao Group Public Company LimitedCBG
言及
Consumer Discretionary
Com7 PCLCOM7
▲ ポジティブ需要関連度
Highlighted as a key theme (Normalization and Stimulus) with expected benefit from domestic stimulus.
Central Retail Corporation Public Company LimitedCRC
▲ ポジティブ需要関連度
Highlighted as a key theme (Normalization and Stimulus) with expected benefit from domestic stimulus.
The Erawan Group Public Company LimitedERW
▼ ネガティブ需要関連度
Advises avoiding property and asset management stocks due to fragile domestic purchasing power.
Energy Transition & Power Demand
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ需要関連度
Highlighted as Long-term Growth theme, expected to benefit from continued growth.
Gunkul Engineering Public Company LimitedGUNKUL
▲ ポジティブ需要関連度
Highlighted as a Long-term Growth pick in BLS's recommended barbell portfolio.
PTT Public Company LimitedPTT
▲ ポジティブ需要関連度
Highlighted as a Geopolitical and Inflation Hedge, benefiting from stable high crude oil prices.
Financials
Krung Thai Bank Public Company LimitedKTB
▲ ポジティブ需要関連度
Highlighted as a Defensive and Yield Play, suggesting stable demand and income.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ需要関連度
Highlighted as a Geopolitical and Inflation Hedge, benefiting from stable high crude oil prices.
Climate Adaptation & Water
WHA Utilities and Power Public Company LimitedWHAUP
▲ ポジティブ需要関連度
Highlighted as a Long-term Growth pick in Bualuang's recommended barbell portfolio.