Central Retail Corporation Public Company LimitedListed under government measures theme, expected to benefit from speculation.
フィリップ証券は、タイ株式指数が1,640~1,665ポイントのレンジで横ばい推移すると予想している。2026年の予想PERが16.7倍と、2020年以降の平均である17.1倍に近く、これが重しとなる。また、銀行株は決算発表後の「Sell on Fact」の売り圧力に直面する可能性がある。ただし、TISAプロジェクトの措置が指数の大幅な下落を下支えし、銀行セクターから実体経済セクターへの資金移動が見込まれる。これは2026年第2四半期の好調が予想される業績を狙った投機的な動きだ。投資戦略は4つの主要テーマに分かれる。第1に、2026年第2四半期の業績期待銘柄として、AMATA、CPALL、DELTA、HANA、ITC、KCE、MRDIY、MTC、OSP、QH、SAWAD、SCC、STECON、TIDLOR。第2に、エネルギーセクターではBCP、PTT、PTTEP、SPRC、TOP。第3に、政府の措置やプロジェクトへの期待からBJC、CENTEL、CK、CPAXT、CRC、DOHOME、ERW、GLOBAL、HMPRO、LH、MINT、SCC。第4に、中国からの投資資金流入を期待する銘柄としてADVANC、GUNKUL、GULF、ROJNA、WHA、WHAUPを挙げている。
Central Retail Corporation Public Company LimitedListed under government measures theme, expected to benefit from speculation.
Home Product Center Public Company LimitedListed under government measures theme, expected to benefit from policy-driven demand.
Central Plaza Hotel Public Company LimitedListed under speculation on government measures or projects, implying positive regulatory impact.
Dohome Public Company LimitedListed as a beneficiary of speculation on government measures or projects.
The Erawan Group Public Company LimitedListed as a beneficiary of speculation on government measures or projects.
Siam Global House Public Company LimitedListed as a beneficiary of speculation on government measures or projects.
Minor International Public Company LimitedListed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
MR. D.I.Y. Holding (Thailand) Public Company LimitedListed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
Rojana Industrial Park Public Company LimitedListed under hopes for investment inflows from China.
Bangchak Corporation Public Company LimitedIncluded in energy theme, expected to benefit from strong Q2 2026 earnings.
Gulf Energy Development Public Company LimitedListed as a beneficiary of hopes for investment inflows from China.
Gunkul Engineering Public Company LimitedListed as a beneficiary of hopes for investment inflows from China.
PTT Public Company LimitedListed as an energy stock to benefit from speculation on second-quarter 2026 earnings.
Thai Oil Public Company LimitedListed under energy stocks theme for speculation on strong Q2 2026 earnings
CP Axtra Public Company LimitedListed under government measures theme, expected to benefit from speculation.
Berli Jucker PCLListed under speculation on government measures or projects, implying positive regulatory impact.
Osotspa Public Company LimitedListed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
i-Tail Corp. PCL
Srisawad Power 1979 PCLListed as a stock for speculation on strong Q2 2026 earnings.
Muangthai Capital Public Company LimitedListed as a stock to speculate on second-quarter 2026 earnings, implying expected strong performance.
Ngern Tid Lor Public Company LimitedListed under Q2 2026 earnings speculation theme
The Siam Cement Public Company LimitedListed both under speculation on Q2 2026 earnings and government measures.
Amata Corporation Public Company LimitedListed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
WHA Utilities and Power Public Company LimitedMentioned as part of theme 'hopes for investment inflows from China', which could boost demand for its utilities services.
Hana Microelectronics Public Company LimitedListed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
KCE Electronics Public Company LimitedListed as a stock to speculate on strong Q2 2026 earnings, implying positive demand outlook.
Land and Houses Public Company LimitedListed under government measures theme, expected to benefit from policy-driven demand.
Quality Houses Public Company LimitedListed as a stock for speculation on strong Q2 2026 earnings.
PTT Exploration and Production Public Company LimitedListed as an energy stock benefiting from speculation on strong Q2 2026 earnings.
Star Petroleum Refining Co LtdListed under energy stocks theme for speculation on strong Q2 2026 earnings
STECON Group Public Company LimitedListed under Q2 2026 earnings speculation theme
WHA Corporation Public Company LimitedListed under hopes for investment inflows from China theme
CP ALL Public Company LimitedListed as a stock to speculate on for strong Q2 2026 earnings.
Delta Electronics (Thailand) Public Company LimitedListed as a stock to speculate on for strong Q2 2026 earnings.
Advanced Info Service Public Company LimitedMentioned as a beneficiary of potential investment inflows from China, which could boost stock demand.