Moshi Moshi Retail Corp. PCLMOSHI
▲ ポジティブ需要関連度
MOSHI same-store sales rose 9% on squishy toy trend.
資産への影響 11
Consumer Discretionary
Moshi Moshi Retail Corp. PCL
Advice It Infinite PclADVICE
▲ ポジティブ需要関連度
IT retail sales at ADVICE grew 17% YoY in July, a positive demand signal.
Com7 PCLCOM7
▲ ポジティブ需要関連度
IT retail sales at COM7 grew 10% YoY in July, a positive demand signal.
The Erawan Group Public Company LimitedERW
▲ ポジティブ需要関連度
Tourism recovery with foreign arrivals at 2.5 million in July; RevPAR expected to grow.
Consumer Staples
i-Tail Corp. PCLITC
▲ ポジティブ需要関連度
ITC projects 10% growth in export demand for pet food.
Thai Union Group PCLTU
▲ ポジティブ需要関連度
Strong seafood demand and projected 5-6% growth for TU.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▼ ネガティブ供給関連度
Missed profit forecasts by 31% due to supply chain issues.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ資本関連度
SCC beat estimates by 41% from petrochemical business.
Materials
SCG Packaging Public Company LimitedSCGP
▲ ポジティブ資本関連度
SCGP beat estimates by 20% from packaging and recycling.
Financials
Kiatnakin Phatra Bank Public Company LimitedKKP
▲ ポジティブ資本関連度
KKP beat estimates by 18% from non-interest income.
Digital Finance & Tokenization
CP ALL Public Company LimitedCPALL
▲ ポジティブ需要関連度
Included in investment strategy due to positive signals in retail and tourism recovery.