บล.กรุงศรี คาด SET แกว่งขึ้น เรือผ่านฮอร์มุซได้ต่อเนื่อง ชู GULF-AOT-BH
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCother · neutral · med
The article mentions ADVANC as part of a broader investment theme, but does not provide specific news or material changes regarding the company.
- AMATAmacro · positive · med
The article highlights AMATA as a key stock in the investment theme benefiting from positive economic sentiment and the "ธีมลงทุน นิคม" outlook.
- AOTother · positive · med
Krungsri Securities identified AOT as a top pick, citing that the "ภาพหลักสงคราม De-escalation" supports the tourism and aviation sectors.
- BDMSmacro · positive · med
The article highlights that the "ภาพหลักสงครามไปทาง De-escalation" supports hospital stocks like BDMS as the market recovers from pre-war levels.
- BHother · positive · med
Krungsri Securities identified BH as a top pick, noting that the "ภาพหลักสงคราม De-escalation" supports the recovery of hospital stocks that previously underperformed the SET index.
- CENTELmacro · positive · med
The article highlights that the "ภาพหลักสงครามไปทาง De-escalation" supports tourism-related stocks like CENTEL as geopolitical tensions ease.
- CHGmacro · positive · med
The article highlights that the "ภาพหลักสงคราม De-escalation" supports hospital stocks like CHG as the geopolitical situation eases.
- CPALLmacro · positive · med
The article highlights that the "De-escalation" of geopolitical tensions supports retail stocks like CPALL as part of a broader market recovery.
- CRMother · neutral · high
The article mentions Salesforce only as a company whose earnings the market is waiting to track, with no specific news or analysis provided for CRM.
- ERWmacro · positive · med
The article highlights that the "ภาพหลักสงครามไปทาง De-escalation" supports tourism-related stocks like ERW as geopolitical tensions ease.
- GPSCmacro · positive · med
The article highlights that the "ภาพหลักสงครามไปทาง De-escalation" supports the power plant sector, including GPSC, as part of a broader investment theme.
- GULFother · positive · med
Krungsri Securities identified GULF as a top pick, noting that the stock is supported by the "ธีมลงทุน" and potential capital rotation into the technology-related sector.
- JMTother · positive · med
The article mentions JMT as part of the 'กระแสไทยช่วยไทยคึกคัก' theme, which is expected to provide a positive boost to the economy and the SET index.
- KBANKother · positive · med
KBANK is listed as a recommended stock in the "หุ้นธีมลงทุน" category, reflecting a positive outlook on the banking sector amid broader market recovery expectations.
- KTBmacro · positive · med
The article highlights KTB as part of the investment theme for economic recovery, noting that "กระแสลงทะเบียนไทยช่วยไทยคึกคัก คาดเป็นแรงส่งเศรษฐกิจและ SET".
- MTCother · positive · med
The article mentions MTC as part of the "หุ้นกระแสไทยช่วยไทยคึกคัก" theme, suggesting potential positive momentum for the hire-purchase sector.
- STECONother · positive · low
STECON is mentioned as part of a broader investment theme for the construction sector, as analysts expect the SET to trend "Sideways/Up" due to positive economic indicators.
- TOPmacro · neutral · med
The article discusses geopolitical de-escalation regarding the Strait of Hormuz and its impact on oil prices, but does not mention TOP as a focus stock.
- TRUEother · positive · med
The article mentions TRUE as part of the investment theme for the day, noting that "สื่อสาร TRUE, ADVANC" are supported by the current market sentiment.
- WHAmacro · positive · med
The article highlights WHA as a key stock in the investment theme, noting that "หุ้นธีมนิคม AMATA, WHA" are expected to benefit from positive investment sentiment.