บล.กรุงศรีคาด SET แกว่งขึ้นต่อ เจรจาสันติภาพใกล้จบ ชู GULF-KBANK-CENTEL
Affected tickers
Per-ticker News Sentiment Indicator
- AMATAmacro · positive · med
The article mentions AMATA as part of a theme benefiting from positive market sentiment and economic recovery, noting "นิคม AMATA, WHA" as stocks to watch.
- CENTELmacro · positive · med
Krungsri Securities highlights CENTEL as a top pick due to the "สงครามคลายตัว" and the stock's significant recovery potential compared to pre-war levels.
- GPSCmacro · positive · med
The article identifies GPSC as a beneficiary of the "ธีม De-escalation" theme due to easing geopolitical tensions and potential recovery in the power sector.
- TOPmacro · negative · med
The article notes that progress in peace negotiations has caused oil prices to decline, which is a negative factor for the refinery business of TOP.
- CPALLmacro · positive · med
The article mentions CPALL as part of the retail sector benefiting from a potential market recovery as geopolitical tensions ease and the SET index trends upward.
- KTBmacro · positive · med
The article highlights positive market sentiment driven by geopolitical de-escalation and notes that "ยอดสินเชื่อธนาคาร เม.ย.26 +0.6%m-m" supports the banking sector, including KTB.
- MTCmacro · positive · med
The article highlights MTC as part of a group of stocks that have experienced deep corrections and are now positioned for recovery as market sentiment improves due to "เจรจาสันติภาพใกล้จบ".
- ITCother · positive · low
The article mentions ITC as part of an export-themed investment group, noting that "หุ้นส่งออก อาทิ ชิ้นส่วนฯ (เก็งกำไร HANA DELTA) อาหาร ITC" may benefit from market trends.
- KBANKother · positive · med
Krungsri Securities highlights KBANK as a top pick due to positive loan growth of "ยอดสินเชื่อธนาคาร เม.ย.26 +0.6%m-m" despite geopolitical tensions.
- AOTmacro · positive · med
The article highlights AOT as part of the "ธีม De-escalation" group, benefiting from positive sentiment regarding geopolitical de-escalation and potential recovery in the tourism and aviation sectors.
- ADVANCmacro · positive · med
The article highlights a positive market outlook due to geopolitical de-escalation and includes ADVANC in the list of stocks benefiting from the "ธีมลงทุน" (investment theme) recovery.
- BHmacro · positive · med
The article highlights BH as part of the "หุ้นธีม De-escalation" group, benefiting from improved market sentiment due to progress in international peace negotiations.
- DELTAmacro · positive · med
The article mentions DELTA as a stock for speculation in the export sector, noting that 'ชิ้นส่วนฯ (เก็งกำไร HANA DELTA)' may benefit from positive market sentiment.
- ERWmacro · positive · med
The article identifies ERW as a beneficiary of the "ธีม De-escalation" theme due to the easing of geopolitical tensions, which supports the tourism sector.
- HANAmacro · positive · med
The article mentions "เก็งกำไร HANA" as part of the export sector theme, benefiting from positive sentiment regarding global risk assets and potential de-escalation of geopolitical tensions.
- STECONmacro · positive · med
The article mentions STECON as part of a construction sector theme benefiting from positive market sentiment and the expectation that "SET แกว่งขึ้นต่อ" due to geopolitical de-escalation.
- TRUEmacro · positive · med
The article mentions TRUE as part of a broader market outlook where the SET index is expected to trend upward due to positive geopolitical developments and economic factors.
- GULFother · positive · med
Krungsri Securities identified GULF as a top pick, citing its inclusion in investment themes that benefit from market sentiment and sector-specific recovery.
- WHAmacro · positive · med
The article mentions WHA as part of the investment theme for industrial estates, benefiting from a positive market outlook and the expectation that "SET แกว่งขึ้นต่อ" due to geopolitical de-escalation.