“กรุงศรี” คาด SET วันนี้ “Sideways/Up” แรงหนุนเงินโยกออกหุ้นเทคเข้ากลุ่ม Value
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCmacro · positive · med
The article highlights that "สื่อสาร" (telecommunications) including ADVANC is expected to benefit from the "Asia CAPEX cycle" and accelerated domestic investment.
- AMATAmacro · positive · med
The article highlights that the "Asia CAPEX cycle" and accelerated domestic investment are expected to benefit industrial estate stocks like AMATA.
- AOTmacro · positive · med
The article identifies AOT as a beneficiary of the "หุ้นธีม De-escalation" theme as geopolitical tensions ease, supporting a positive outlook for the tourism and aviation sector.
- BHmacro · positive · med
The article highlights BH as a beneficiary of the "ธีม De-escalation" theme, driven by expectations of reduced geopolitical tensions and capital rotation into value stocks.
- CENTELmacro · positive · med
The article highlights that CENTEL is part of the "หุ้นธีม De-escalation" which is expected to benefit from the easing of geopolitical tensions.
- CPALLmacro · positive · med
The article highlights that CPALL is a beneficiary of the "หุ้นธีม De-escalation" theme as geopolitical tensions ease, supporting a positive outlook for the retail sector.
- DELTAmacro · negative · med
The article notes that investors are rotating capital from tech stocks into value stocks, which creates a headwind for DELTA.
- ERWmacro · positive · med
The article identifies ERW as a beneficiary of the "ธีม De-escalation" theme, as geopolitical tensions ease and investors rotate capital into value-oriented sectors.
- GULFmacro · positive · med
The article identifies GULF as a beneficiary of the 'Asia CAPEX cycle' and accelerated domestic investment, supporting a positive outlook for the stock.
- HANAmacro · negative · med
The article notes that investors are shifting capital from tech stocks to value stocks, specifically mentioning "นักลงทุนสลับเม็ดเงินจากหุ้นเทคเข้ากลุ่ม Value" which negatively impacts tech-focused companies like HANA.
- JMTmacro · positive · med
The article identifies JMT as a beneficiary of the "ธีม De-escalation" theme, which is expected to support market sentiment as geopolitical tensions ease.
- KBANKmacro · positive · med
The article highlights that KBANK is a top pick due to the "กระแสสลับเม็ดเงินลงทุนสลับ Tech สู่ Value" and the "Asia CAPEX cycle" theme.
- KTBmacro · positive · med
The article highlights that KTB is expected to benefit from the "Asia CAPEX cycle x ลงทุนภายในเร่ง" theme as investors rotate capital into value stocks.
- MTCmacro · positive · med
The article identifies MTC as a beneficiary of the "ธีม De-escalation" theme, driven by expectations of reduced geopolitical tensions and a rotation into value stocks.
- STECONmacro · positive · med
The article highlights that STECON is expected to benefit from the "Asia CAPEX cycle x ลงทุนภายในเร่ง" theme, supporting a positive outlook for the construction sector.
- TRUEmacro · positive · med
The article identifies TRUE as a beneficiary of the "Asia CAPEX cycle" and domestic investment acceleration, supporting a positive outlook for the telecommunications sector.
- WHAmacro · positive · med
The article highlights that the "Asia CAPEX cycle x ลงทุนภายในเร่ง" theme supports industrial estate stocks like WHA as part of a broader market rotation into value sectors.