Central Retail Corporation Public Company LimitedCRC
▲ PositiveDemandrelevance
Listed under government measures theme, expected to benefit from speculation.
Impact on assets 36
Consumer Discretionary
Central Retail Corporation Public Company Limited
Home Product Center Public Company LimitedHMPRO
▲ PositiveDemandrelevance
Listed under government measures theme, expected to benefit from policy-driven demand.
Central Plaza Hotel Public Company LimitedCENTEL
▲ PositiveRegulationrelevance
Listed under speculation on government measures or projects, implying positive regulatory impact.
Dohome Public Company LimitedDOHOME
▲ PositiveDemandrelevance
Listed as a beneficiary of speculation on government measures or projects.
The Erawan Group Public Company LimitedERW
▲ PositiveDemandrelevance
Listed as a beneficiary of speculation on government measures or projects.
Siam Global House Public Company LimitedGLOBAL
▲ PositiveDemandrelevance
Listed as a beneficiary of speculation on government measures or projects.
Minor International Public Company LimitedMINT
▲ PositiveDemandrelevance
Listed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
MR. D.I.Y. Holding (Thailand) Public Company LimitedMRDIYT
▲ PositiveDemandrelevance
Listed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
Energy Transition & Power Demand
Rojana Industrial Park Public Company LimitedROJNA
▲ PositiveDemandrelevance
Listed under hopes for investment inflows from China.
Bangchak Corporation Public Company LimitedBCP
▲ PositiveDemandrelevance
Included in energy theme, expected to benefit from strong Q2 2026 earnings.
Gulf Energy Development Public Company LimitedGULF
▲ PositiveDemandrelevance
Listed as a beneficiary of hopes for investment inflows from China.
Gunkul Engineering Public Company LimitedGUNKUL
▲ PositiveDemandrelevance
Listed as a beneficiary of hopes for investment inflows from China.
PTT Public Company LimitedPTT
▲ PositiveDemandrelevance
Listed as an energy stock to benefit from speculation on second-quarter 2026 earnings.
Thai Oil Public Company LimitedTOP
▲ PositiveDemandrelevance
Listed under energy stocks theme for speculation on strong Q2 2026 earnings
Consumer Staples
CP Axtra Public Company LimitedCPAXT
▲ PositiveDemandrelevance
Listed under government measures theme, expected to benefit from speculation.
Berli Jucker PCLBJC
▲ PositiveRegulationrelevance
Listed under speculation on government measures or projects, implying positive regulatory impact.
Osotspa Public Company LimitedOSP
▲ PositiveDemandrelevance
Listed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
i-Tail Corp. PCLITC
Mentioned
Financials
Srisawad Power 1979 PCLSAWAD
▲ PositiveDemandrelevance
Listed as a stock for speculation on strong Q2 2026 earnings.
Muangthai Capital Public Company LimitedMTC
▲ PositiveDemandrelevance
Listed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
Ngern Tid Lor Public Company LimitedTIDLOR
▲ PositiveDemandrelevance
Listed under Q2 2026 earnings speculation theme
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ PositiveDemandrelevance
Listed both under speculation on Q2 2026 earnings and government measures.
Amata Corporation Public Company LimitedAMATA
▲ PositiveDemandrelevance
Listed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
WHA Utilities and Power Public Company LimitedWHAUP
▲ PositiveDemandrelevance
Mentioned as part of theme 'hopes for investment inflows from China', which could boost demand for its utilities services.
Semiconductors
Hana Microelectronics Public Company LimitedHANA
▲ PositiveDemandrelevance
Listed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
KCE Electronics Public Company LimitedKCE
▲ PositiveDemandrelevance
Listed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
Real Estate
Land and Houses Public Company LimitedLH
▲ PositiveDemandrelevance
Listed under government measures theme, expected to benefit from policy-driven demand.
Quality Houses Public Company LimitedQH
▲ PositiveDemandrelevance
Listed as a stock for speculation on strong Q2 2026 earnings.
Energy
PTT Exploration and Production Public Company LimitedPTTEP
▲ PositiveDemandrelevance
Listed as an energy stock benefiting from speculation on strong Q2 2026 earnings.
Star Petroleum Refining Co LtdSPRC
▲ PositiveDemandrelevance
Listed under energy stocks theme for speculation on strong Q2 2026 earnings
Artificial Intelligence
STECON Group Public Company LimitedSTECON
▲ PositiveDemandrelevance
Listed under Q2 2026 earnings speculation theme
WHA Corporation Public Company LimitedWHA
▲ PositiveDemandrelevance
Listed under hopes for investment inflows from China theme
Digital Finance & Tokenization
CP ALL Public Company LimitedCPALL
▲ PositiveDemandrelevance
Listed as a stock to speculate on for strong Q2 2026 earnings.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ PositiveDemandrelevance
Listed as a stock to speculate on for strong Q2 2026 earnings.
Cloud & Digital Infrastructure
Advanced Info Service Public Company LimitedADVANC
▲ PositiveCapitalrelevance
Mentioned as a beneficiary of potential investment inflows from China, which could boost stock demand.
Industrials
CH. Karnchang PCLCK
Mentioned