PI ชี้ Hormuz เปิด เกมเปลี่ยน! หนุนหุ้นรอบใหม่ จับตา DELTA
Affected tickers
Per-ticker News Sentiment Indicator
- AAVmacro · positive · med
The article identifies AAV as an 'Anti-Oil' stock that benefits from declining oil prices due to the potential reopening of the Strait of Hormuz.
- AMDmacro · positive · med
The article notes that AMD shares rose 4.5% as falling bond yields and positive market sentiment supported the technology sector.
- BGRIMmacro · positive · med
The article identifies BGRIM as part of the "Anti-Oil" group that benefits from falling oil prices following the potential reopening of the Strait of Hormuz.
- CENTELmacro · positive · med
The article identifies CENTEL as a beneficiary of lower oil prices resulting from the potential reopening of the Strait of Hormuz, classifying it under the Anti-Oil group.
- CPALLmacro · positive · med
The report highlights CPALL as a top pick in the retail sector, benefiting from lower oil prices due to the potential reopening of the Hormuz Strait.
- CPNmacro · positive · med
The article identifies CPN as part of the 'Anti-Oil' retail group expected to benefit from lower oil prices following the potential reopening of the Strait of Hormuz.
- DELTAregulatory · negative · med
The article warns that DELTA may face stricter trading measures, noting that it "อาจมีการยกระดับมาตรการระยะสั้นอาจ Limit Upside" which could constrain its short-term price performance.
- GPSCmacro · positive · med
The article identifies GPSC as a beneficiary of the 'Anti-Oil' group, as falling oil prices resulting from the potential opening of the Strait of Hormuz reduce operational costs for power plants.
- GULFmacro · positive · med
The article identifies GULF as a beneficiary in the 'Anti-Oil' group due to the potential decline in oil prices following the reopening of the Strait of Hormuz.
- HMPROmacro · positive · med
The article identifies HMPRO as a beneficiary of lower oil prices due to the potential reopening of the Strait of Hormuz, classifying it as an 'Anti-Oil' stock.
- MINTmacro · positive · med
The article identifies MINT as part of the tourism sector that benefits from the potential decline in oil prices following the US-Iran agreement regarding the Hormuz Strait.
- MSFTmacro · positive · high
Microsoft shares rose 3.5% as falling bond yields and positive sentiment in the technology sector supported the stock's performance.
- MTCmacro · positive · med
The article identifies MTC as part of the 'Non Bank' group that benefits from lower oil prices following the potential reopening of the Strait of Hormuz.
- NVDAother · positive · med
The article notes that tech stocks continue to perform well, specifically mentioning that "NVDA +0.8%" as part of a broader positive trend in the technology sector.
- SAWADmacro · positive · med
The report identifies SAWAD as part of the 'Non Bank' group that benefits from the 'Anti-Oil' trend following the potential reopening of the Strait of Hormuz.
- TIDLORmacro · positive · med
The article identifies TIDLOR as part of the 'Non Bank' group that benefits from lower oil prices due to the potential reopening of the Strait of Hormuz.