Plan B Media PCLPLANB
▲ ポジティブ資本関連度
PLANB board approved subscribing to 46.28% of iCare's 860 million baht capital increase, expected to add 200 million baht annual profit with analyst buy rating and 8.10 baht target.
資産への影響 7
Communication Services
Plan B Media PCLAerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▼ ネガティブ供給関連度
Thai Airways is racing to clear 5,600+ unclaimed bags after all flights were delayed and 60 flights per day cancelled, a major operational/supply disruption.
Artificial Intelligence
STECON Group Public Company LimitedSTECON
▲ ポジティブ需要関連度
STECON expects 2026 revenue above its 35 billion baht target, with 2027 seen at 50-60 billion baht driven by data centres and state megaprojects.
Materials
Tipco Asphalt Public Company LimitedTASCO
▲ ポジティブ供給関連度
TASCO confirmed 1.52 million barrels of Venezuelan crude inventory lasting through Q1 2027, lifting asphalt output 10-15%, a supply-side positive for the asphalt producer.
Industrials
Airports Of Thailand PCLAOT
± 混在供給関連度
AOT brought onto Thai Airways' team to help clear 5,600 unclaimed bags after mass flight delays and cancellations; impact on AOT itself unclear.
Consumer Discretionary
Com7 PCLCOM7
言及
その他
MMMMMM
▲ ポジティブ需要関連度
MMM launched mortgage, sale-with-redemption and housing loans via Keha Songkhro Capital, targeting a 700 million baht loan portfolio by 2028.