Kasikornbank Public Company LimitedKBANK
▲ ポジティブ需要関連度
KBANK shows outstanding loan growth reflecting positive effect of investment cycle; also benefits from wealth management fee income growth.
銘柄への影響 13
Financials
Kasikornbank Public Company Limited
Krung Thai Bank Public Company LimitedKTB
▲ ポジティブ需要関連度
KTB shows outstanding loan growth and strong asset quality; recommended as a top pick.
Kiatnakin Phatra Bank Public Company LimitedKKP
▲ ポジティブ需要関連度
KKP is a top pick from wealth management growth, which is a new support factor for banks.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ供給関連度
PTTGC reported profit above expectations due to greater-than-expected supply disruption.
SCG Packaging Public Company LimitedSCGP
▲ ポジティブ供給関連度
SCGP reported profit 21% above market expectations due to tight supply conditions in the Middle East.
Digital Finance & Tokenization
SCB X Public Company LimitedSCB
▼ ネガティブ需要関連度
SCB remains vulnerable due to non-performing loan formation and is the only bank with contracting loans.
Bangkok Bank PCLBBL
± 混在資本関連度
BBL reported profit below market expectations but in line with its own assessment; mentioned as an exception among banks.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ供給関連度
SCC reported profit above expectations from greater-than-expected supply disruption.
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ ポジティブ供給関連度
PTTGC and IVL reported profit above expectations from greater-than-expected supply disruption; IVL similarly benefits.
Cloud & Digital Infrastructure
Industrials
Health Care
Consumer Staples
