“กรุงศรี” คาด SET “แกว่งในกรอบ” สงครามกลับมาผันผวน ล่าสุดหยุดยิงเจรจาต่อพรุ่งนี้
Affected tickers
Per-ticker News Sentiment Indicator
- AMATAmacro · positive · med
The article highlights AMATA as a beneficiary of investment themes related to data center infrastructure and policy continuity, despite broader market volatility from geopolitical tensions.
- AOTother · positive · med
Krungsri Securities identifies AOT as a top pick under the 'De-escalation' theme, benefiting from reduced geopolitical tensions.
- BBLmacro · neutral · high
The article discusses general market conditions and geopolitical tensions, noting that the SET index is expected to "แกว่งในกรอบ" without specific mention of BBL.
- BDMSmacro · positive · med
The article identifies BDMS as a beneficiary of the "De-escalation" theme amid geopolitical tensions, suggesting potential support for the stock.
- BHmacro · positive · med
Krungsri Securities identifies BH as a top pick under the "De-escalation" theme due to the easing of geopolitical tensions between the US and Iran.
- CENTELmacro · positive · med
The article highlights CENTEL as a beneficiary of the "De-escalation" theme following news that the US and Iran have agreed to a temporary ceasefire.
- CPALLmacro · positive · med
The article identifies CPALL as a beneficiary of the "De-escalation" theme amid geopolitical tensions, suggesting a positive outlook for the retail sector.
- ERWmacro · positive · med
The article identifies ERW as a beneficiary of the "De-escalation" theme following news that the US and Iran have agreed to a temporary ceasefire.
- GPSCmacro · positive · med
The article highlights that Gartner confirms a positive outlook for power investments to support Data Centers, which specifically benefits GPSC as a key player in the sector.
- GULFmacro · positive · med
The article highlights GULF as a beneficiary of the investment theme supporting Data Center power demand, noting that Gartner confirms a positive outlook for this sector.
- ICHImacro · positive · med
The article identifies ICHI as a beneficiary of the "De-escalation" theme following news that the US and Iran have agreed to a temporary ceasefire.
- JMTmacro · positive · low
The article includes JMT in a list of stocks benefiting from the "De-escalation" theme as geopolitical tensions ease, despite the broader market outlook being "แกว่งในกรอบ".
- KBANKother · positive · med
Krungsri Securities highlights KBANK as a top pick due to its strong 2Q26 earnings outlook and its role in the investment theme for data center infrastructure.
- KTBmacro · neutral · med
The article discusses general market conditions and mentions KTB as part of a broader investment theme, noting the SET index is expected to be "แกว่งในกรอบ".
- MINTmacro · positive · med
The article highlights a 'De-escalation' theme regarding geopolitical tensions, which is expected to support tourism-related stocks like MINT.
- MTCmacro · positive · low
The article categorizes MTC under the "De-escalation" theme, suggesting potential recovery as geopolitical tensions ease following the news that "สหรัฐฯ – อิหร่านตกลงหยุดยิงชั่วคราว".
- STECONmacro · positive · med
The article mentions STECON as a beneficiary of investment themes related to infrastructure and urban development policies, noting "รับเหมา STECON, PYLON, INSET" as part of the investment theme.
- WHAmacro · neutral · med
The article mentions WHA as part of a theme supporting data center investment, but the overall market outlook remains "แกว่งในกรอบ" due to geopolitical volatility.