Kasikornbank Public Company LimitedKBANK
▲ ポジティブ資本関連度
KBANK is a top pick for Q2 earnings season.
銘柄への影響 14
Financials
Kasikornbank Public Company Limited
Muangthai Capital Public Company LimitedMTC
▼ ネガティブ資本関連度
Non-bank sector net profit expected to decline 14% YoY and 7% QoQ.
Ngern Tid Lor Public Company LimitedTIDLOR
▼ ネガティブ資本関連度
Non-bank sector net profit expected to decline 14% YoY and 7% QoQ in Q2 2026.
Energy Transition & Power Demand
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ需要関連度
GULF is a top pick; petrochemical sector supported by higher spreads.
Thaifoods Group Public Company LimitedTFG
▲ ポジティブ需要関連度
TFG is a top pick; food sector expected to benefit.
Health Care
Praram 9 Hospital Public Company LimitedPR9
▲ ポジティブ需要関連度
BH is a top pick; healthcare sector likely to perform well.
Bumrungrad Hospital PCLBH
言及
Consumer Discretionary
Central Retail Corporation Public Company LimitedCRC
▲ ポジティブ需要関連度
Top pick; retail demand expected to support earnings.
The Erawan Group Public Company LimitedERW
▼ ネガティブ需要関連度
Tourism sector flagged as disappointment risk due to weak arrivals.
Climate Adaptation & Water
Amata Corporation Public Company LimitedAMATA
▲ ポジティブ需要関連度
Top pick; industrial estate demand likely benefits from petrochemical growth.
Real Estate
Central Pattana Public Company LimitedCPN
▲ ポジティブ需要関連度
Top pick; retail and property demand may benefit from consumption.
Aerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▼ ネガティブ供給関連度
Rising fuel costs due to Middle East tensions weaken airlines, including THAI.
Cloud & Digital Infrastructure
True Corporation Public Company LimitedTRUE
▼ ネガティブ需要関連度
ICT sector faces disappointment risk as strong growth estimates unlikely amid weak economy.
Artificial Intelligence
WHA Corporation Public Company LimitedWHA
▲ ポジティブ需要関連度
Selected as top pick; likely benefits from petrochemical sector growth and higher spreads.