MK.BK · Demand · Negative Named as more sensitive due to projects concentrated in flood-affected areas and weak liquidity amid falling low-rise sales.
Property Perfect Public Company Limited · Demand · Negative Property Perfect (PF) is flagged as more sensitive due to projects concentrated in flood-affected areas and weak liquidity amid the 16% fall in low-rise sales.
LALIN.BK · Demand · Negative Named among developers with moderate sensitivity to the weak low-rise housing market and Bangkok flooding.
LPN.BK · Demand · Negative Named among developers with moderate sensitivity to the weak low-rise housing market and Bangkok flooding.
NOBLE.BK · Demand · Negative Named among developers with moderate sensitivity to the weak low-rise housing market and Bangkok flooding.
KUN.BK · Demand · Negative Low-rise net sales fell 16% YoY in H1 2026, reflecting continued weakening demand and prolonging inventory clearance.
LPN.BK · Demand · Positive LPN opens presale for its new Lumpini Park Bang Wa Interchange condo project, targeting buyers with guaranteed returns and discounts to drive unit sales.
LPN.BK · Demand · Positive LPN received EIA approval for Lumpini Park On Nineteen and the project has reached 50% sales, supporting its residential unit pipeline.
LPN.BK · Demand · Positive LPN opened a sales gallery for its Lumpini Park Bang Wa condo project, targeting walk-in buyers and citing student/worker housing demand near Siam University.
SC.BK · Capital · Positive SC is a top pick to accumulate before XD date for ~3% dividend yield, with expected profit improvement in H2 2026.
LALIN.BK · Capital · Positive LALIN announced interim dividend with yield over 2-3%, ex-dividend this week
LPN.BK · Capital · Positive LPN announced interim dividend with yield over 2-3%, ex-dividend this week
PSH.BK · Capital · Positive PSH announced interim dividend with yield over 1%, ex-dividend this week
QH.BK · Capital · Positive QH announced interim dividend with yield over 1%, ex-dividend this week
SPALI.BK · Capital · Positive SPALI announced interim dividend with average yield >2-3%, and sector profits recovering YoY for first time in 12 quarters.
LPN.BK · Demand · Positive LPN launches online booking platform with discounts, boosting sales for Place 168 Wutthakat project with over 70% booking rate.
LPN.BK · Demand · Positive LPN reports strong occupancy rates and rental yields in key projects, indicating robust end-user demand for its rental properties near employment hubs and transit.
BRI.BK · Demand · Positive Partnership with True Corp to integrate smart home solutions and AI assistant Amy across all five brands, with 24-month free promotion for new homebuyers, likely to boost demand for its homes.
TTA.BK · Competition · Positive Ranked number one globally for time-charter equivalent earnings management efficiency in Vessel Index Report 2025, and only company in top five for eight consecutive years, indicating competitive advantage.
CFARM.BK · Capital · Positive Investing in smart farm technology and accelerating construction of a 200,000-hen egg farm, indicating expansion and capital expenditure.
TRUE.BK · Demand · Positive Partnership with Britania to integrate smart home solutions and AI assistant Amy, potentially increasing demand for True's services.
LPN.BK · · Neutral Mentioned only as celebrating opening of a Lucky Suki Marché branch at one of its projects; no material impact on LPN's core business.