BCPG Public Company LimitedBCPG
▲ PositiveCapitalrelevance
Listed as a stock with growing profits but lagging share price, recommended by ASPS.
Impact on stocks 19
Energy Transition & Power Demand
BCPG Public Company Limited
Bangchak Corporation Public Company LimitedBCP
▲ Positiverelevance
Listed in first theme as expected to deliver profit growth QoQ and YoY.
PTT Public Company LimitedPTT
▲ PositiveDemandrelevance
Listed as a stock expected to deliver profit growth both QoQ and YoY, implying positive demand outlook.
Consumer Discretionary
Advice It Infinite PclADVICE
▲ Positiverelevance
Listed in first theme as expected to deliver profit growth QoQ and YoY.
Dohome Public Company LimitedDOHOME
▲ PositiveDemandrelevance
Listed as a stock expected to deliver profit growth both QoQ and YoY, implying positive demand outlook.
Central Retail Corporation Public Company LimitedCRC
Mentioned
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ PositiveDemandrelevance
Recommended as part of first theme for profit growth, benefiting from demand recovery.
SCG Packaging Public Company LimitedSCGP
▲ PositiveDemandrelevance
Recommended as part of first theme for profit growth, benefiting from demand recovery.
Cloud & Digital Infrastructure
True Corporation Public Company LimitedTRUE
▲ PositiveDemandrelevance
Recommended as part of first theme for profit growth, benefiting from demand recovery.
Advanced Info Service Public Company LimitedADVANC
▲ Positiverelevance
Listed in first theme as expected to deliver profit growth QoQ and YoY, and also a standout pick safe from wartime conditions.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ PositiveGeopoliticsrelevance
Designated as a standout pick due to safety from wartime conditions and lack of negative impact.
Digital Finance & Tokenization
CP ALL Public Company LimitedCPALL
▲ PositiveGeopoliticsrelevance
Designated as a standout pick due to safety from wartime conditions and lack of negative impact.
Semiconductors
Micron Technology IncMU
▲ PositiveDemandrelevance
ASPS recommends MICRON01 to capture strong earnings momentum from memory chip demand.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ PositiveCapitalrelevance
Listed as a stock with growing profits but lagging share price, recommended by ASPS.
Real Estate
SC Asset Corporation Public Company LimitedSC
▲ PositiveCapitalrelevance
Recommended as part of first theme for profit growth, with lagging share price suggesting undervaluation.
Climate Adaptation & Water
Amata Corporation Public Company LimitedAMATA
▲ Positiverelevance
Listed in second theme as having growing profits but lagging share price.
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ PositiveDemandrelevance
Listed as a stock expected to deliver profit growth both QoQ and YoY, implying positive demand outlook.
Health Care
Master Style PCLMASTER
▲ PositiveDemandrelevance
Listed as a stock expected to deliver profit growth both QoQ and YoY, implying positive demand outlook.
Energy
PTT Exploration and Production Public Company LimitedPTTEP
▲ PositiveGeopoliticsrelevance
Listed as a stock expected to deliver profit growth; also benefits from US-Iran conflict boosting oil prices.