Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ需要関連度
Named top pick, benefiting most from the AI CAPEX cycle with a 2027 target price of 320 baht.
資産への影響 6
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedFinancials
Kasikornbank Public Company LimitedKBANK
▲ ポジティブ資本関連度
Named top pick; share price already reflected flood concerns with limited actual risk and a 2027 target price of 300 baht.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ資本関連度
Named top pick with upside synergy from a petrochemical joint venture with SCC and a BB Consensus target price of 59 baht.
Industrials
Real Estate
Climate Adaptation & Water
