Kasikorn Securities highlights four stocks set to benefit from the Missing Link Andaman trade corridor

Industry

โดย HoonVision·Read original

Summary · why it matters

Kasikorn Securities says the government is pressing ahead with infrastructure development under the Missing Link plan, accelerating the upgrade of Ranong Port and building a Chumphon–Ranong railway to establish a trade gateway on the Andaman coast, alongside developing the economic hinterland behind the port. The research team views this as positive for construction contractors and industrial estates, namely STECON, CK, AMATA and WHA, if the projects are pushed forward concretely.

Amata Corporation Public Company Limited ▲

CH. Karnchang PCL ▲

STECON Group Public Company Limited ▲

WHA Corporation Public Company Limited ▲

Impact on stocks 4

Artificial Intelligence▲ · 2 stocks

STECON Group Public Company Limited

▲ PositiveDemandrelevance

Construction contractor likely to benefit from infrastructure projects.

WHA Corporation Public Company Limited

▲ PositiveDemandrelevance

Industrial estate developer expected to benefit from economic hinterland development.

Climate Adaptation & Water▲ · 1 stocks

Amata Corporation Public Company Limited

▲ PositiveDemandrelevance

Government infrastructure plan expected to boost industrial estate demand.

Industrials▲ · 1 stocks

CH. Karnchang PCL

▲ PositiveDemandrelevance

Construction contractor likely to benefit from port and railway projects.