Osotspa Public Company LimitedOSP
▲ ポジティブ需要関連度
OSP expects Q3 2026 growth driven by premium beverages, with automation cutting costs over 300 million baht.
銘柄への影響 7
Consumer Staples
Osotspa Public Company Limited
Thai Coconut Public Company LimitedCOCOCO
言及
Energy Transition & Power Demand
Global Power Synergy PCLGPSC
▲ ポジティブ規制関連度
Energy Policy and Planning Office set to extend operating life of gas-fired power plants, potentially benefiting GPSC's GLOW IPP plant; target price set at 61 baht.
Ratch Group Public Company LimitedRATCH
▲ ポジティブ規制関連度
RATCH's 3,645-MW Ratchaburi plant may qualify for operating-life extension under the PDP 2026 plan; target price set at 41.40 baht.
Financials
Bangkok Commercial Asset Management Public Company LimitedBAM
▲ ポジティブ資本関連度
BAM is shifting to an asset-light asset-management model targeting net profit of 2,000 million baht and cost control.
Health Care
KT Medical Service PCLKTMS
▲ ポジティブ需要関連度
KTMS is accelerating 11 new dialysis branches and 36-64 additional machines, supporting a 2026 revenue target of 800 million baht.
Aging Population
Srivichaivejvivat Public Company LimitedVIH
▲ ポジティブ需要関連度
VIH (Srivichaivejvivat) expects standout Q3 2026 growth from treating complex diseases, supporting higher margins.
テーマインパクト
カバレッジ外企業 1
Glow IPP非上場± 混在
関連度