GFPT Public Company LimitedGFPT
▲ ポジティブ需要関連度
GFPT benefits from strong processed chicken exports.
資産への影響 6
Consumer Staples
GFPT Public Company Limited
Carabao Group Public Company LimitedCBG
± 混在需要関連度
CBG still faces very low exports to Cambodia but expected to have passed lowest point.
Osotspa Public Company LimitedOSP
▲ ポジティブ需要関連度
OSP has passed its worst point in Myanmar, implying recovery.
Betagro PCLBTG
言及
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ需要関連度
Exports of AI-related electronic goods surged 68% YoY; DELTA derives ~40% of revenue from AI.
Semiconductors
Hana Microelectronics Public Company LimitedHANA
▲ ポジティブ需要関連度
HANA expected to start generating AI-related revenue in H2, benefiting from strong electronics exports.