B.Grimm Power Public Company LimitedBGRIM
▲ ポジティブ供給関連度
BGRIM stated its SPP power plants in AMATA City Chonburi and floating solar facilities are still operating normally with industrial electricity demand not significantly affected.
資産への影響 15
Energy Transition & Power Demand
B.Grimm Power Public Company Limited
Gulf Energy Development Public Company LimitedGULF
言及
Gunkul Engineering Public Company LimitedGUNKUL
言及
Financials
Muangthai Capital Public Company LimitedMTC
▼ ネガティブ資本関連度
Bualuang estimates flood impact on MTC's 2026 earnings at about 2%.
Srisawad Power 1979 PCLSAWAD
▼ ネガティブ資本関連度
Bualuang estimates flood impact on SAWAD's 2026 earnings at about 1%.
Ngern Tid Lor Public Company LimitedTIDLOR
▼ ネガティブ資本関連度
Bualuang estimates flood impact on TIDLOR's 2026 earnings at about 2%.
Semiconductors
Hana Microelectronics Public Company LimitedHANA
▼ ネガティブ供給関連度
HANA has some production bases in Ayutthaya, an at-risk flood area, exposing it to potential production halts.
KCE Electronics Public Company LimitedKCE
▼ ネガティブ供給関連度
KCE has some production bases in Ayutthaya, an at-risk flood area, exposing it to potential production halts.
Consumer Discretionary
Climate Adaptation & Water
Amata Corporation Public Company LimitedAMATA
▼ ネガティブ供給関連度
About 150 factories at AMATA City Chonburi affected and 34 halted production, with caution warranted on AMATA as flood-related production halts could drag on.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ供給関連度
No water entered DELTA's Bang Pu and Wellgrow plants and operations have returned to normal.
Real Estate
Aging Population
Health Care
