Siam City Cement Public Company LimitedSCCC
▲ ポジティブ需要関連度
Named a main beneficiary of the construction cycle recovery, with public investment supporting cement and concrete demand.
銘柄への影響 6
Materials
Siam City Cement Public Company Limited
Tipco Asphalt Public Company LimitedTASCO
▲ ポジティブ需要関連度
Supported by budgets for road and highway network maintenance, boosting demand for its asphalt products.
Industrials
CH. Karnchang PCLCK
▲ ポジティブ需要関連度
Named as the contractor most linked to accelerated budget disbursement, with rail/motorway/expressway projects replenishing backlog over 2-3 years.
Artificial Intelligence
STECON Group Public Company LimitedSTECON
▲ ポジティブ需要関連度
Named a top pick in the contractor group, directly benefiting from rail, motorway, expressway and logistics infrastructure budgets.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ需要関連度
Named a main beneficiary in construction materials as public investment supports demand for cement and concrete amid weak real estate.
Energy Transition & Power Demand
TPI Polene Public Company LimitedTPIPL
▲ ポジティブ需要関連度
TPIPL named a main beneficiary of the 3.788-trillion-baht 2027 budget as public investment supports demand for cement, concrete, and domestic construction materials.