Carabao Group Public Company LimitedCBG
▲ ポジティブ資本関連度
Dao Securities rates CBG Buy with a 67 baht target price, citing its domestic revenue exposure as a beneficiary of the stimulus extension.
銘柄への影響 6
Consumer Staples
Carabao Group Public Company Limited
Neo Corporate PclNEO
▲ ポジティブ資本関連度
Dao Securities rates NEO Buy with a 31 baht target price, citing its domestic revenue exposure as a beneficiary of the stimulus extension.
Osotspa Public Company LimitedOSP
▲ ポジティブ需要関連度
Analysts at Dao Securities rate OSP Buy with a 20 baht target as a top beneficiary of domestic revenue exposure from the extended Thai Help Thai Plus Phase 2 stimulus, which injects up to 7.1 billion baht into consumption.
Berli Jucker PCLBJC
▲ ポジティブ需要関連度
Finansia Syrus selects BJC as a top pick in the commerce sector, expecting the Thai Help Thai Plus Phase 2 stimulus to boost consumption and same-store sales.
Consumer Discretionary
Com7 PCLCOM7
▲ ポジティブ需要関連度
Finansia Syrus expects COM7's Q3 2026 profit to grow 35-45% YoY and names it a top commerce pick as the 3.5-7.1 billion baht stimulus lifts consumption.
Dohome Public Company LimitedDOHOME
▲ ポジティブ資本関連度
Finansia Syrus expects DOHOME's Q3 2026 profit to grow around 35-45% year on year on the back of the Phase 2 consumption stimulus.