Bangkok Expressway and Metro Public Company LimitedBEM
▲ ポジティブ資本関連度
BEM's 3Q26E net profit is expected to expand YoY and QoQ on lower interest and maintenance costs, with a buy rating and 9.00 baht target.
資産への影響 6
Industrials
Bangkok Expressway and Metro Public Company LimitedCommunication Services
Plan B Media PCLPLANB
▲ ポジティブ資本関連度
If the COM7 deal is approved, equity-method recognition could lift PLANB's 2026E/2027E earnings by 4%/30%, with a buy rating and 7.10 baht target.
Consumer Discretionary
Com7 PCLCOM7
± 混在規制関連度
COM7 holds an EGM to finalise a deal in which PLANB, an 11% holder, requested two board seats; COM7's own impact is unclear.
Health Care
