บล.กรุงศรีคาด SET แกว่งขึ้น หุ้นเด่น AOT-BH-THAI
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCother · neutral · med
The article mentions that while ADVANC faces potential MSCI index rebalancing outflows, the market expects active funds to provide support, leading to a neutral outlook for the stock.
- AMATAother · positive · med
The article highlights AMATA as a beneficiary of the "ธีมลงทุนรัฐฯ" following the MOU between Thailand and Vietnam to boost investment and economic cooperation.
- AOTmacro · positive · med
Krungsri Securities highlights AOT as a top pick under the 'De-escalation' theme as lower oil prices benefit tourism-related stocks.
- BHmacro · positive · med
Krungsri Securities identifies BH as a top pick under the 'De-escalation' theme as reduced geopolitical tensions lower energy price risks.
- CENTELmacro · positive · med
CENTEL is highlighted as a beneficiary of the "ธีม De-escalation" following the U.S.-Iran ceasefire, which reduces energy price risks and supports the tourism sector.
- CPALLother · positive · med
The article mentions CPALL as a stock where the market has a chance to ease concerns regarding the "Overhang เรื่อง Virtual Bank".
- DELTAother · positive · med
The article notes that DELTA is under surveillance but avoids immediate delisting risks, while also highlighting the stock for potential speculation in the ETRON group.
- ERWmacro · positive · med
The article identifies ERW as part of the "หุ้นธีม De-escalation ท่องเที่ยว" benefiting from reduced geopolitical tensions and lower energy price risks.
- GPSCmacro · positive · med
The article highlights that the Thai government is moving forward with an MOU with Vietnam on energy, which supports power stocks like GPSC.
- GULFmacro · positive · med
The article mentions that active funds have adjusted positions and expects support for stocks like GULF following the MSCI index rebalance.
- HANAother · positive · med
The article mentions "กลุ่ม ETRON เก็งกำไร DELTA, HANA" as part of the market's positive outlook for the day.
- JMTother · positive · low
The article mentions JMT as a stock to watch under the 'De-escalation' theme due to reduced energy price risks, though it is not a primary recommended stock.
- KBANKother · positive · med
KBANK is mentioned as a beneficiary of the government's investment theme following the MOU between Thailand and Vietnam to create value in aviation, energy, and technology sectors.
- KTBmacro · positive · med
The article highlights KTB as a beneficiary of government investment themes and regional cooperation, contributing to a positive outlook for the SET index.
- MTCother · positive · med
The article lists MTC as part of the "ธีม De-escalation" which benefits from reduced geopolitical tensions and lower energy price risks.
- STECONother · positive · med
STECON is highlighted as a beneficiary of the government's investment theme following the MOU between Thailand and Vietnam, which aims to create 2.5 billion USD in value.
- WHAother · positive · med
The article highlights WHA as a beneficiary of the "ธีมลงทุนรัฐฯ" following the MOU between Thailand and Vietnam to boost investment in technology and industrial sectors.