“กรุงศรี”คาด SET “แกว่งออกข้าง ชู ” BH-THAI-KBANK
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCother · positive · med
The article mentions ADVANC as a utility stock expected to benefit from a rotation of investment funds into value stocks and a positive market sentiment regarding "แกว่งออกข้าง" for the SET index.
- AMATAmacro · positive · med
The article identifies AMATA as a key stock in the investment theme benefiting from the government's push to accelerate investment and the overall positive sentiment for the SET index.
- AOTother · positive · med
The article identifies AOT as a beneficiary of the "De-escalation" theme regarding geopolitical tensions, which supports the tourism and aviation sectors.
- BHother · positive · med
Krungsri Securities highlights BH as a top pick due to a rotation of funds into value stocks and a positive outlook on the "De-escalation" theme.
- CENTELmacro · positive · med
The article highlights CENTEL as a beneficiary of the "De-escalation" theme regarding geopolitical tensions, which supports the tourism sector's recovery.
- ERWother · positive · med
The article identifies ERW as a beneficiary of the "De-escalation" theme, suggesting a positive outlook for tourism-related stocks as geopolitical tensions ease.
- GULFother · neutral · high
The article mentions GULF as part of a list of stocks in the power sector, but provides no specific news or material catalyst for the company.
- JMTother · positive · low
The article mentions JMT as part of the "หุ้น De-escalation" theme, which is expected to benefit from a reduction in geopolitical tensions.
- KBANKother · positive · med
Krungsri Securities highlights KBANK as a top pick due to the rotation from Technology to Value stocks and expectations that the BOT will maintain low interest rates.
- KTBmacro · positive · med
Krungsri Securities expects KTB to benefit from the rotation of capital into value stocks and the expectation that the BOT will maintain low interest rates.
- MTCother · positive · med
The article identifies MTC as a beneficiary of the "De-escalation" theme, which supports market sentiment for the hire-purchase sector.
- PTTmacro · neutral · med
The article mentions PTT as a utility stock in a broader market outlook, but does not provide specific catalysts for the company, noting only that the SET is expected to be "แกว่งออกข้าง".
- STECONmacro · positive · med
The article highlights that government policies to accelerate investment will support the construction sector, specifically mentioning "รับเหมา STECON" as a key theme for market investment.
- TRUEother · positive · med
The article mentions TRUE as a utility stock benefiting from a shift in investment funds from Technology to Value sectors, contributing to a positive outlook for the SET.
- WHAother · positive · med
The article highlights WHA as a stock in the investment theme benefiting from government efforts to accelerate investment and relax regulations, contributing to a positive market outlook.