Interlink Telecom Public Company LimitedITEL
▲ ポジティブ需要関連度
ITEL won two large USO 3 auction areas worth over 2,448 million baht combined, plus southern work worth 965.70 million baht.
銘柄への影響 9
Cloud & Digital Infrastructure
Interlink Telecom Public Company Limited
True Corporation Public Company LimitedTRUE
▲ ポジティブ規制関連度
TRUE won northern USO 3 auction work worth 1,248.50 million baht under the NBTC auction.
Infraset Public Company LimitedINSET
言及
Turnkey Communication Services PCLTKC
言及
Energy Transition & Power Demand
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ需要関連度
GULF signed PPAs for four wind projects totaling 346.5 MW with EGAT, expanding its Thai wind portfolio past 1,058.5 MW and adding ~500M baht/year profit.
Information Technology
Sky ICT Public Company LimitedSKY
▲ ポジティブ需要関連度
SKY ICT was awarded two AOTGA apron and ground support equipment projects spanning 25 years worth 67,300 million baht.
Semiconductors
KCE Electronics Public Company LimitedKCE
± 混在需要関連度
KCE drew speculative interest on a possible Tesla Optimus PCB deal, but management said no conclusion has been reached.
Space Economy
Thaicom Public Company LimitedTHCOM
▲ ポジティブ需要関連度
THCOM was among the winners of the NBTC USO 3 auction, sweeping one of the two large areas.
Electrification & Mobility
テーマインパクト
カバレッジ外企業 1
AOT Ground Aviation Services Company Limited (AOTGA)非上場± 混在
関連度