The Siam Cement Public Company LimitedSCC
▲ ポジティブ資本関連度
LHSEC recommends buying SCC with a 268 baht target, citing JV progress with PTTGC and expected clarity on shareholding and synergies.
資産への影響 3
Climate Adaptation & Water
The Siam Cement Public Company LimitedSynthetic Biology (non-pharma)
Sri Trang Agro-Industry Public Company LimitedSTA
▲ ポジティブ資本関連度
LHSEC recommends buying STA with a 23.90 baht target, expecting Q3 2026 profit to rise YoY on higher EUDR rubber sales volumes and SICOM TSR20 support.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ資本関連度
PTTGC reported progress on the JV with SCC, advancing to due diligence and key-term negotiation, seen as positive.
テーマインパクト
カバレッジ外企業 1
SCG Chemicals Public Company Limited (SCGC)非上場▲ ポジティブ
資本関連度
SCGC's JV with PTTGC is advancing to due diligence, with SCGC to hold a significant stake in the olefins/PE/PP asset venture.