Com7 PCLCOM7
▲ PositiveDemandrelevance
New revenue from retail media using over 1,400 stores as advertising billboards with high gross margins.
Impact on stocks 7
Consumer Discretionary
Com7 PCL
The Erawan Group Public Company LimitedERW
▲ PositiveDemandrelevance
High average revenue per room and continued expansion of Hop Inn branches.
MR. D.I.Y. Holding (Thailand) Public Company LimitedMRDIYT
▲ PositiveDemandrelevance
Profit growth from new branch openings with quick payback and robust same-store sales.
Industrials
Precious Shipping Public Company LimitedPSL
▲ PositiveDemandrelevance
Dry bulk freight rates surge, swinging PSL from loss to strong profit.
Regional Container Lines Public Company LimitedRCL
▲ PositiveDemandrelevance
Container shortages due to port congestion allow RCL to levy additional special fees.
Climate Adaptation & Water
Amata Corporation Public Company LimitedAMATA
▲ PositiveDemandrelevance
Large land transfers for EV and data center production bases in Thailand and Vietnam.
Real Estate
Central Pattana Public Company LimitedCPN
▲ PositiveDemandrelevance
Increased mall foot traffic boosting rental income and sales share.