News heat (last 14 days)
+0.36Strongly Positive
Weighted aggregation of holdings' latest news signals (direction × confidence × weight). Covers 49.9% of top-10 holdings. News Sentiment Indicator — not investment advice.
Top-10 holdings
| Ticker | Name | Weight % | Latest signal |
|---|---|---|---|
| DELTA | Delta Electronics (Thailand) Public Company Limited | 9.0 | DELTA DELTA reported strong Q1 earnings of 9,081.18 million baht, an increase of 65.47% year-on-year, driven by demand in the AI and Data Center sectors. เจาะกำไร Q1 กลุ่มอิเล็กฯ DELTA โตแรงสุด 65% ทะลุ 9 พันล้านบาท… |
| GULF | Gulf Energy Development Public Company Limited | 6.6 | GULF The article reports on general market movements and lists GULF among the top 10 active stocks with a minor price change of -0.41%. SET ปิดครึ่งเช้า 1,537.12 จุด +4.45 จุด ปลุก CCET ซื้อขายคึกคัก… |
| GPSC | Global Power Synergy Public Company Limited | 5.8 | GPSC GPSC successfully divested its solar assets in Taiwan for 600 million baht to improve capital efficiency and increase ROIC as part of its portfolio rebalancing strategy. GPSC ปิดดีลขายโซลาร์ไต้หวัน 600 ลบ. หวังดัน ROIC ลุยพลังงานอนาคต… |
| CPALL | CP All Public Company Limited | 5.2 | CPALL The article identifies CPALL as a beneficiary of the "Theme Yield ลดลง" (declining bond yields) macro environment, which supports retail stocks. “น้ำมันลง–Bond Yield ลด” แต่ SET เริ่มแพง บล.พาย เตือนระวังเกมไล่ราคาเชียร์ Non … |
| CPN | Central Pattana Public Company Limited | 4.8 | CPN The brokerage recommends increasing weight in the retail sector, noting that CPN is expected to benefit from domestic economic recovery and increased circulation of money. บล.บัวหลวง แนะเพิ่มน้ำหนัก”ค้าปลีก” รับประโยชน์กำลังซื้อในประเทศฟื้น… |
| BDMS | Bangkok Dusit Medical Services Public Company Limited | 4.4 | BDMS DAOL Securities removed BDMS from their recommended portfolio, stating "เรานำ BDMS*, SPRC, PTTEP, KTB, SCB, GULF*, ADVANC* ออก" in favor of other sectors. “ดาโอ”คาด SET ผันผวนในกรอบก่อนวันหยุด หุ้นเด่น CPF-CPN-WHA… |
| BH | Bumrungrad Hospital Public Company Limited | 4.0 | BH The article provides a list of short-selling data for various stocks, and BH appears on the list with a short selling value of 7.33%. Top 30 Short-Selling Thai Stocks on 21 May 2026… |
| MINT | Minor International Public Company Limited | 3.7 | MINT The article discusses the financial results of Kotak Mahindra Bank, which is unrelated to the business operations of Minor International Public Company Limited. Kotak Mahindra Bank Q2 Results 2026 - Find Kotak Mahindra Bank Q2 Earnings Resul… |
| CRC | Central Retail Corporation Public Company Limited | 3.4 | CRC The article identifies CRC as a beneficiary of the "Theme Yield ลดลง" (declining bond yields) macro environment, which supports retail stocks. “น้ำมันลง–Bond Yield ลด” แต่ SET เริ่มแพง บล.พาย เตือนระวังเกมไล่ราคาเชียร์ Non … |
| HMPRO | Home Product Center Public Company Limited | 3.0 | HMPRO The article lists HMPRO among the top 30 short-selling stocks, which is a standard market data report and does not indicate a specific material change for the company. Top 30 Short-Selling Thai Stocks on 21 May 2026… |