บล.กรุงศรี คาด SET แกว่งขึ้นสงครามใกล้ข้อสรุป ชู AOT-BA-GPSC
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCmacro · positive · med
The article highlights ADVANC as part of the tech supply chain and broader market sentiment, noting that "กระแสลงทุนยังเร่ง" and the SET index is expected to trend upward.
- BHmacro · positive · med
The article highlights BH as a stock benefiting from the easing of war concerns and lower energy costs, noting that the market sentiment is "Sideways/Up".
- AMATAmacro · positive · med
The article highlights positive sentiment for industrial estates like AMATA due to the government's push for new EEC zones and efforts to attract FDI.
- BCHmacro · positive · med
The article highlights BCH as a stock benefiting from the "ธีมลงทุนรับผลบวกเขต EEC ใหม่" following the approval of Prachinburi as a new EEC zone.
- GPSCmacro · positive · med
Krungsri Securities highlights GPSC as a beneficiary of reduced energy cost pressures due to the "สถานการณ์สงครามมีภาพ De-escalation ชัดขึ้น".
- AOTmacro · positive · med
The article highlights that AOT is a top pick as the geopolitical situation shows signs of "De-escalation" which helps reduce energy cost pressures.
- BGRIMmacro · positive · med
BGRIM is identified as a stock benefiting from the "คลายกังวลจากความเสี่ยงสงคราม" and reduced energy cost pressures as oil prices decline.
- CENTELmacro · positive · med
The article highlights that CENTEL is among the stocks expected to benefit from the "คลายกังวลจากความเสี่ยงสงคราม" as geopolitical tensions ease and energy costs decline.
- HANAmacro · positive · med
The article highlights that HANA is part of the tech supply chain benefiting from positive sentiment following NVIDIA's strong performance, while broader market conditions improve due to geopolitical de-escalation.
- TRUEother · neutral · low
The article discusses general market trends and mentions TRUE as part of a tech supply chain theme, but provides no specific news or material impact for the company.
- MINTmacro · positive · med
The article highlights that MINT is among the stocks expected to benefit from the "คลายกังวลจากความเสี่ยงสงคราม" as geopolitical tensions ease and energy cost pressures decline.
- CHGmacro · positive · med
The article highlights CHG as a stock benefiting from the government's investment theme in the new EEC zone, specifically mentioning "ร.พ. CHG" as a potential beneficiary.
- CPALLmacro · positive · med
The article highlights CPALL as a beneficiary of reduced war concerns and lower energy costs, noting that sectors like "ค้าปลีก" are recovering from previous deep corrections.
- NVDAearnings_beat · positive · high
The article highlights that NVIDIA's strong performance, noting "ผลประกอบการ NVIDIA บวกทั้งกำไร & Outlook", continues to drive positive sentiment in the technology supply chain.
- STECONmacro · positive · med
The article mentions STECON as part of the "สาธารณูปโภค รับเหมา" sector, which is expected to benefit from positive market sentiment and domestic investment momentum.
- MTCmacro · positive · med
The article highlights that MTC is among the groups benefiting from the easing of war concerns and lower energy costs, as the market expects a "Sideways/Up" trend.
- GULFmacro · positive · med
The article highlights a positive market outlook due to geopolitical de-escalation and lower oil prices, which benefits utility stocks like GULF.
- DELTAother · positive · med
The article mentions DELTA as part of the tech supply chain benefiting from positive sentiment following NVIDIA's strong earnings and outlook.
- WHAmacro · positive · med
The article highlights positive sentiment for WHA due to the government's push for new EEC zones, specifically mentioning "หุ้นธีมลงทุนรับผลบวกเขต EEC ใหม่ นิคม WHA".