Betagro PCLBTG
▲ ポジティブ需要関連度
Bualuang Securities recommends BTG as a bargain-hunting stock with expected profit recovery in H2.
資産への影響 12
Consumer Staples
Betagro PCL
Carabao Group Public Company LimitedCBG
▲ ポジティブ需要関連度
Bualuang Securities recommends CBG as a bargain-hunting stock with expected profit recovery in H2.
Charoen Pokphand Foods Public Company LimitedCPF
▼ ネガティブ需要関連度
Bualuang Securities notes the meat sector still faces pressure, affecting CPF.
Energy Transition & Power Demand
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ需要関連度
Bualuang Securities recommends GULF as a selective play with strong profit growth.
Gunkul Engineering Public Company LimitedGUNKUL
▲ ポジティブ需要関連度
Bualuang Securities recommends GUNKUL as a selective play with strong profit growth.
PTT Public Company LimitedPTT
▲ ポジティブ供給関連度
Bualuang Securities forecasts energy sector benefiting from improved oil prices, and recommends PTT as a selective play.
Cloud & Digital Infrastructure
Advanced Info Service Public Company LimitedADVANC
▲ ポジティブ需要関連度
Bualuang Securities forecasts continued growth in telecommunications, benefiting ADVANC.
True Corporation Public Company LimitedTRUE
▲ ポジティブ需要関連度
Bualuang Securities forecasts continued growth in telecommunications, benefiting True Corporation.
Climate Adaptation & Water
Amata Corporation Public Company LimitedAMATA
▲ ポジティブ需要関連度
Bualuang Securities forecasts continued growth in industrial estates, benefiting AMATA.
WHA Utilities and Power Public Company LimitedWHAUP
▲ ポジティブ需要関連度
Bualuang Securities recommends WHAUP as a selective play with strong profit growth.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ供給関連度
Bualuang Securities forecasts petrochemical sector benefiting from improved petrochemical spreads, and recommends PTTGC as a selective play.
Consumer Discretionary
The Erawan Group Public Company LimitedERW
▲ ポジティブ需要関連度
Bualuang Securities forecasts continued growth in hotels, benefiting The Erawan Group.