Stocks to Watch Today: GULF Bets a Hundred Billion to Build a 1,000-Megawatt Data Center Park

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Summary · why it matters

Today's stocks to watch are led by GULF, which newspapers report is making a major move, committing investment of a hundred billion baht to build a Data Center Park with capacity of more than 1,000 megawatts. The company will finalize the investment plan within this year and is accelerating development of both power and water infrastructure to serve large customers, following strong demand, and is in the process of seeking permits for an undersea cable route linking Thailand, Vietnam, and Singapore to pave the way for an ASEAN data network. Meanwhile, MEDEZE is ramping up its cell culture media production plant, expected to begin commercial production in the first quarter of 2028, helping cut imports by several hundred million baht a year. IP announced its Advance Biotech vision, highlighting the success of Parkinson's gene therapy together with Japan, supporting sales growth of 10% a year toward a target of 5 billion baht in 2031. THAI is confident revenue this year will reach its target of 200 billion baht despite pressure from oil prices, showing cash flow of 120 billion baht, and is pushing ahead with expanding its fleet by 150 aircraft and raising its market share to 35%. AMATA is bringing in Chinese investment from Homa to set up a refrigerator and freezer manufacturing base in Amata Chonburi Industrial Estate, with investment of more than 3.1 billion baht, production capacity of 1.5 million units a year, and an export value target of 12 billion baht a year.

Impact on stocks 6

Health Care▲ · 2 stocks
Inter Pharma Public Company Limited
IP
▲ PositiveTechnologyrelevance

IP announced its Advance Biotech vision, highlighting successful Parkinson's gene therapy with Japan, supporting 10% annual sales growth toward 5 billion baht by 2031.

Medeze Group PCL
MEDEZE
▲ PositiveSupplyrelevance

MEDEZE is ramping up its cell culture media production plant, expected to start commercial production in Q1 2028, cutting imports by several hundred million baht a year.

Energy Transition & Power Demand▲ · 1 stocks
Climate Adaptation & Water▲ · 1 stocks
Amata Corporation Public Company Limited
AMATA
▲ PositiveDemandrelevance

Homa, a Chinese investor, is setting up a refrigerator/freezer manufacturing base in Amata Chonburi Industrial Estate with 3.1 billion baht investment and 12 billion baht annual export target.

Aerospace & Aviation▲ · 1 stocks
Others▲ · 1 stocks
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