SCB X Public Company LimitedSCB
▲ ポジティブ資本関連度
CLSA highlights SCB as top pick, noting banks with dividend yields of 5-7%.
銘柄への影響 8
Digital Finance & Tokenization
SCB X Public Company Limited
CP ALL Public Company LimitedCPALL
▲ ポジティブ需要関連度
CLSA highlights CPALL for strong SSSG, indicating robust retail demand.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ資本関連度
CLSA raises SET target and highlights PTTGC as top pick, citing strong refining margins.
Energy Transition & Power Demand
Thai Oil Public Company LimitedTOP
▲ ポジティブ資本関連度
CLSA highlights TOP as top pick, citing strong refining margins.
Real Estate
Central Pattana Public Company LimitedCPN
▲ ポジティブ需要関連度
CPN expected to accelerate in Q4/2026 due to mall expansions and high-season tourism.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ資本関連度
DELTA expected to post record-high profits in Q3/2026.
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ ポジティブ供給関連度
Energy companies benefit from strong refining margins (GRM), impacting IVL.
Financials
Kasikornbank Public Company LimitedKBANK
▲ ポジティブ資本関連度
Banks with dividend yields of 5-7% are highlighted as top picks.