Thaifoods Group Public Company LimitedTFG
▲ ポジティブ資本関連度
Krungsri keeps TFG as Top pick with a Buy rating and 14.20 baht target price, citing store expansion, locked-in raw material costs, and ~8% dividend yield.
銘柄への影響 4
Energy Transition & Power Demand
Thaifoods Group Public Company LimitedMaterials
North East Rubbers Public Company LimitedNER
▲ ポジティブ需要関連度
Krungsri names NER among stocks benefiting most clearly from the Super El Niño theme amid rising rubber prices.
Synthetic Biology (non-pharma)
Sri Trang Agro-Industry Public Company LimitedSTA
▲ ポジティブ供給関連度
Rubber prices rose 4.8% on tight supply from flooding in Thailand and Vietnam; STA is cited as a beneficiary of the Super El Niño theme.
Consumer Staples
Thai Vegetable Oil Public Company LimitedTVO
▲ ポジティブ需要関連度
Krungsri sees TVO as one of the stocks benefiting most clearly from the Super El Niño theme amid rising soybean and rubber prices.