Carabao Group Public Company LimitedCBG
▲ ポジティブ需要関連度
CBG is expected to have strong profit growth, supported by consumer demand.
資産への影響 8
Consumer Staples
Carabao Group Public Company Limited
i-Tail Corp. PCLITC
▲ ポジティブ需要関連度
Momentum from mobile and internet service revenue and electronics demand tied to AI and data center cycle.
Industrials
Airports Of Thailand PCLAOT
▲ ポジティブ需要関連度
AOT benefits from travel demand, but jet fuel costs are a concern; overall positive due to strong profit growth.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ ポジティブ需要関連度
BDMS is expected to have strong profit growth, supported by healthcare demand.
Health Care
Bumrungrad Hospital PCLBH
▲ ポジティブ需要関連度
BH is expected to have strong profit growth, supported by healthcare demand.
Consumer Discretionary
Central Plaza Hotel Public Company LimitedCENTEL
▲ ポジティブ需要関連度
CENTEL is expected to have strong profit growth, supported by tourism and hotel demand.
Semiconductors
KCE Electronics Public Company LimitedKCE
▲ ポジティブ需要関連度
Electronics demand tied to AI and data center cycle supports KCE's profit growth.
Energy Transition & Power Demand
Global Power Synergy PCLGPSC
▲ ポジティブ資本関連度
Recognition of new production capacity and overseas power plant profits at GULF supports profit growth.