KGI Securities (Thailand) Public Company LimitedKGI
▲ ポジティブ資本関連度
KGI maintains a buy rating and raised its end-2027 target price to 320 baht from 290 baht while lifting 2026-2027 profit forecasts.
銘柄への影響 4
Financials
KGI Securities (Thailand) Public Company Limited
TISCO Financial Group Public Company LimitedTISCO
± 混在資本関連度
Tisco Securities reported the DEISG bond deal and maintains a hold rating with a 268 baht fair value on DELTA.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▼ ネガティブ資本関連度
DEISG's $1.5B zero-coupon exchangeable bond issue on its 42.85% DELTA stake creates hedging pressure and a share overhang, capping gains near 267-302 baht.
Robotics & Physical AI
Delta Electronics Inc2308
▼ ネガティブ資本関連度
Its wholly owned Singapore subsidiary DEISG is issuing $1.5B exchangeable bonds on DELTA shares, pressuring the underlying stock.