Thai Vegetable Oil Public Company LimitedTVO
▲ ポジティブ需要関連度
El Niño-induced drought boosts demand for vegetable oil as a beneficiary sector.
銘柄への影響 11
Consumer Staples
Thai Vegetable Oil Public Company Limited
Buriram Sugar Public Company LimitedBRR
▲ ポジティブ需要関連度
Drought in Thailand may boost sugar prices, benefiting agricultural/food sector.
Charoen Pokphand Foods Public Company LimitedCPF
▲ ポジティブ需要関連度
Agricultural and food sectors benefit from El Niño-induced supply constraints and higher prices.
GFPT Public Company LimitedGFPT
▲ ポジティブ需要関連度
Agricultural and food sectors benefit from El Niño-induced supply constraints and higher prices.
Energy Transition & Power Demand
Kaset Thai International Sugar Corporation Public Company LimitedKTIS
▲ ポジティブ需要関連度
El Niño drought boosts sugar prices, benefiting sugar producer.
Thaifoods Group Public Company LimitedTFG
▲ ポジティブ需要関連度
Food sector benefits from higher agricultural prices due to drought.
Thai Oil Public Company LimitedTOP
▲ ポジティブ供給関連度
Refining margins may rise due to supply disruptions from El Niño.
Bangchak Corporation Public Company LimitedBCP
▲ ポジティブ需要関連度
Refining margins expected higher due to El Niño-driven supply shocks, benefiting energy/refinery group.
Energy
Star Petroleum Refining Co LtdSPRC
▲ ポジティブ供給関連度
Refining margins may rise due to supply disruptions from El Niño.
IRPC Public Company LimitedIRPC
▲ ポジティブ需要関連度
Refining margins expected higher due to El Niño-driven supply shocks, benefiting energy/refinery group.
Synthetic Biology (non-pharma)
Khon Kaen Sugar Industry PCLKSL
▲ ポジティブ需要関連度
El Niño drought boosts sugar prices, benefiting sugar producer.