The Erawan Group Public Company LimitedERW
▲ ポジティブ需要関連度
CGSI picks ERW as a top pick on attractive valuation and high hotel exposure amid recovering foreign tourist arrivals led by China and the Middle East.
資産への影響 3
Consumer Discretionary
The Erawan Group Public Company LimitedAerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▲ ポジティブ資本関連度
CGSI picks THAI as a top pick, believing its profit passed the bottom in Q2 2026 and should recover from Q3 2026 on lower fuel costs and strong travel demand.
Industrials
Airports Of Thailand PCLAOT
▲ ポジティブ価格関連度
Increase in departure passenger service charge (PSC) effective June 2026 will significantly support AOT's profit in 2027, though share price has already reflected most of the benefit.