Gulf Energy Development Public Company LimitedYuanta maintains positive view on power plants, listing GULF as a standout stock, indicating strong demand for its energy services.
国家経済社会開発委員会の報告によると、2026年第2四半期の国内総生産は前年同期比1.9%拡大し、第1四半期の2.8%から減速したものの、市場予想の1.7%は上回った。主な押し上げ要因は投資奨励申請に伴い好調に伸びた民間投資で、一方で民間消費は国内エネルギー価格の上昇や、政府支出が前倒しで執行済みだったことによる弱さから、前期の3.3%から1.9%へ減速した。元大証券は、第3四半期にはタイ支援プラス策が四半期を通じて寄与し消費が明確に回復するとみており、政府支出も会計年度末にかけて加速すると予想する。建設受注、発電所、工業団地、小売、食品飲料セクターに対する前向きな見方を維持し、具体例としてCK、STECON、GUNKUL、GULF、FORTH、SAMART、EPG、BJC、CPALL、CBGの各銘柄を挙げた。国家経済社会開発委員会は今年のGDP見通しを従来の1.5~2.5%から2.0~2.5%へ上方修正し、インフレ見通しは2.0~3.0%から1.5~2.0%へ下方修正した。これは金融政策の再引き締めへの圧力を和らげる要因となる。
Gulf Energy Development Public Company LimitedYuanta maintains positive view on power plants, listing GULF as a standout stock, indicating strong demand for its energy services.
Gunkul Engineering Public Company LimitedYuanta maintains positive view on power plants, listing GUNKUL as a standout stock, indicating strong demand for its energy services.
Samart Corporation Public Company LimitedYuanta flags SAMART as a standout stock with positive view on construction contractors and power plants, implying strong demand for its products.
Berli Jucker PCLRetail sector positive outlook due to expected consumption recovery in Q3.
Carabao Group Public Company LimitedFood and beverage sector positive outlook due to expected consumption recovery.
CP ALL Public Company LimitedRetail sector positive outlook due to expected consumption recovery.
Forth Corporation Public Company LimitedYuanta flags FORTH as a standout stock with positive view on construction contractors and power plants, implying strong demand for its products.
CH. Karnchang PCLConstruction contractors positive outlook due to expected government spending acceleration.
Eastern Polymer Group Public Company LimitedRetail sector positive outlook due to expected consumption recovery.
STECON Group Public Company LimitedYuanta maintains positive view on construction contractors, listing STECON as a standout stock, indicating strong demand for its construction services.