บล.กรุงศรีคาด SET แกว่งในกรอบ DELTA กำไรต่ำคาด สงครามยุติโจมตีระยะสั้น
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCother · positive · med
The article identifies ADVANC as a high-dividend stock benefiting from the "De-escalation" theme and declining bond yields, which supports capital rotation into the telecommunications sector.
- AMATAother · positive · med
The article highlights AMATA as a key stock in the 'ธีมลงทุน' category, benefiting from ongoing infrastructure development and investment themes.
- AOTother · positive · med
Krungsri Securities identifies AOT as a top pick in the 'Anti-Commodities' and 'De-escalation' themes due to lower oil prices and geopolitical stability.
- BDMSmacro · positive · med
The article highlights that BDMS is among the stocks benefiting from the "De-escalation" theme as geopolitical tensions ease and bond yields decline.
- BHmacro · positive · med
The article identifies BH as a beneficiary of the 'De-escalation' theme following the easing of geopolitical tensions between the US and Iran, which supports market sentiment.
- CENTELmacro · positive · med
The article highlights CENTEL as a beneficiary of the 'De-escalation' theme following reduced geopolitical tensions and lower oil prices, which supports the tourism sector.
- DELTAearnings_miss · negative · high
The article reports that DELTA's Q2 earnings were "ต่ำกว่าตลาดคาด 31%" which is expected to pressure the stock price.
- GPSCother · positive · med
Krungsri Securities identifies GPSC as a beneficiary in the 'Anti-Commodities' theme due to the de-escalation of the US-Iran conflict and declining oil prices.
- GULFother · positive · med
Krungsri Securities identifies GULF as a top pick under the 'ธีมลงทุน x De-escalation' theme, benefiting from lower oil prices and infrastructure investment momentum.
- JMTother · positive · med
The article includes JMT in the list of stocks benefiting from the 'De-escalation' theme and declining bond yields, which supports the sector.
- KBANKother · positive · med
Krungsri Securities suggests capital rotation from DELTA into the banking sector, specifically mentioning KBANK as a stock to accumulate.
- KTBmacro · positive · med
Krungsri Securities expects capital rotation into the banking sector, including KTB, as geopolitical tensions ease and bond yields decline.
- MINTmacro · positive · med
The article identifies MINT as a beneficiary of the "De-escalation" theme following the reduction in geopolitical tensions and lower oil prices.
- MTCother · positive · med
Krungsri Securities identifies MTC as a top pick under the 'De-escalation' theme, benefiting from lower bond yields and reduced geopolitical tensions.
- STECONother · positive · med
The article highlights STECON as a key stock in the infrastructure investment theme, specifically mentioning "ธีมลงทุน รับเหมา STECON" as a beneficiary of government project developments.
- TRUEother · positive · med
The article identifies TRUE as a high-dividend stock benefiting from the "De-escalation" theme and declining bond yields, supporting potential capital rotation into the telecommunications sector.
- WHAother · positive · med
The article highlights WHA as a featured stock under the investment theme of "ธีมลงทุน รับเหมา STECON, PYLON นิคม AMATA, WHA ไฟฟ้า GULF ธนาคาร KBANK, KTB".