“ดาโอ”คาด SET ผันผวนในกรอบก่อนวันหยุด หุ้นเด่น CPF-CPN-WHA
Affected tickers
Per-ticker News Sentiment Indicator
- KTBanalyst_rating_change · negative · med
DAOL Securities removed KTB from its recommended portfolio, stating that investors should focus on short-term trading and avoid holding positions over the weekend.
- WHAother · positive · med
DAOL Securities included WHA as a top pick in their portfolio, noting that investors should shift focus toward the industrial estate sector.
- ADVANCother · negative · med
DAOL Securities removed ADVANC from their recommended portfolio, citing a strategy to shift focus toward other sectors like food, retail, and industrial estates.
- PTTEPanalyst_rating_change · negative · med
DAOL Securities removed PTTEP from its recommended portfolio, citing a shift in strategy to avoid holding positions over the holiday period.
- CPFother · positive · med
DAOL Securities included CPF in their recommended portfolio as a defensive play, stating "นำ CPF*, CPN, WHA* เข้ามาแทน" to mitigate risks from market volatility.
- PTTGCmacro · positive · med
The article notes that geopolitical tensions in the Middle East act as a positive factor for upstream petrochemical producers like PTTGC due to potential energy supply disruptions.
- SCBanalyst_rating_change · negative · med
DAOL Securities removed SCB from their recommended portfolio, stating "เรานำ BDMS*, SPRC, PTTEP, KTB, SCB, GULF*, ADVANC* ออก" to adjust their strategy.
- TFGother · positive · med
TFG is highlighted as a 'หุ้นเด่น Technical' by DAOL Securities, suggesting positive momentum based on technical analysis.
- CPNother · positive · med
DAOL Securities included CPN in their list of "หุ้นเด่น" (top picks) as part of a portfolio rotation strategy into retail and industrial sectors.
- BDMSanalyst_rating_change · negative · med
DAOL Securities removed BDMS from their recommended portfolio, stating "เรานำ BDMS*, SPRC, PTTEP, KTB, SCB, GULF*, ADVANC* ออก" in favor of other sectors.
- DELTAother · neutral · high
The article mentions DELTA only to note that its price movement has been distorting the SET index, without providing any specific news or outlook for the company itself.
- GULFanalyst_rating_change · negative · med
DAOL Securities removed GULF from their recommended portfolio, citing a strategy to reduce exposure to sectors affected by energy cost pressures and geopolitical risks.