The Siam Cement Public Company LimitedSCC
▲ ポジティブ供給関連度
ROC olefins plant restart restores production and offsets MOC maintenance-driven capacity decline, preserving Q4 profitability.
銘柄への影響 1
Climate Adaptation & Water
The Siam Cement Public Company Limitedテーマインパクト
カバレッジ外企業 2
Rayong Olefins Co., Ltd.非上場▲ ポジティブ
供給関連度
ROC completed restart of its olefins plant on 17 September 2026 after a temporary Middle East-related shutdown.
Map Ta Phut Olefins Company Limited非上場▼ ネガティブ
供給関連度
MOC's olefins production capacity will decline due to a planned maintenance shutdown in Q4 2026.