Siam City Cement Public Company LimitedSCCC
▲ ポジティブ需要関連度
SCCC named a main beneficiary of the construction cycle recovery via 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
TASCO supported by budgets for road and highway network maintenance under the public investment theme.
Industrials
CH. Karnchang PCLCK
▲ ポジティブ需要関連度
CK named as top pick and most direct beneficiary as the fiscal 2027 budget unlocks bidding and accelerates large-scale public construction projects, replenishing backlog.
Artificial Intelligence
STECON Group Public Company LimitedSTECON
▲ ポジティブ需要関連度
STECON named top pick of the contractor group, most closely linked to accelerated budget disbursement and new public project bidding.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ需要関連度
SCC named a main beneficiary as public investment supports demand for cement, concrete, and domestic construction materials.
Energy Transition & Power Demand
TPI Polene Public Company LimitedTPIPL
▲ ポジティブ需要関連度
Public investment from the fiscal 2027 budget bill supports demand for cement, concrete, and domestic construction materials, with TPIPL named as a main beneficiary of the construction cycle recovery.