Central Retail Corporation Public Company LimitedCRC named as top pick; Tops benefits from stockpiling and Thai Watsadu from post-flood home repair demand.
大城證券(大眾)有限公司指出,研究部門對所追蹤的零售類股維持中性至略微偏多的看法,評估分行關閉與交通限制的影響仍屬有限。若情況不超過一週,對各公司銷售額的影響將不超過百分之一。短期內,日常消費品類業者如BJC、CPALL、CPAXT、CRC-Tops及GO Wholesale將受惠於囤貨需求,其中CPALL在曼谷及周邊地區擁有約六千七百家便利商店,占其全部分行的百分之四十一。至於家居修繕與裝潢類股如CRC-ไทวัสดุ、DOHOME、GLOBAL、HMPRO、ILM及MRDIYT,預計在水退後受益更大,其中HMPRO在曼谷及周邊地區擁有三十九家大型門市,占泰國全部大型門市的百分之三十二。若以二〇二五年十一月二十一日至二十八日合艾水災事件為案例,零售類股指數首日上漲百分之零點五,首週上漲百分之一點四,其中家居修繕類股反應更為突出,以HMPRO領漲,首日上漲百分之三、首週上漲百分之十;GLOBAL上漲百分之三及百分之九;DOHOME上漲百分之一及百分之六。研究部門維持對零售類股的中性投資評級,並依序選擇CRC、MOSHI及MRDIYT為首選股。
Central Retail Corporation Public Company LimitedCRC named as top pick; Tops benefits from stockpiling and Thai Watsadu from post-flood home repair demand.
Home Product Center Public Company LimitedHighlighted as the strongest home-improvement responder, up 3% on day one and 10% in the first week during the Hat Yai flooding case study.
Dohome Public Company LimitedDOHOME cited in home repair group expected to benefit after waters recede, up 6% in first week in Hat Yai case study.
Siam Global House Public Company LimitedNamed in the home-repair/decoration group expected to benefit more after floodwaters recede, with Hat Yai case showing GLOBAL up 9% in the first week.
Moshi Moshi Retail Corp. PCLSelected as a top pick in the retail sector by Krungsri Securities, ranking after CRC.
MR. D.I.Y. Holding (Thailand) Public Company LimitedNamed among Krungsri's top retail picks, ranking third after CRC and MOSHI.
Index Living Mall Public Company Limited
Berli Jucker PCLBJC named among everyday consumer goods operators expected to benefit from stockpiling as floods recede.
CP Axtra Public Company LimitedCPAXT named among everyday consumer goods operators expected to benefit from stockpiling.
CP ALL Public Company LimitedCPALL named as everyday consumer goods operator benefiting from stockpiling; 6,700 branches in Bangkok area, 41% of network.