บล.กรุงศรี คาด SET วันนี้ “Sideways/Up” แนะดักซื้อหุ้นกลุ่มธนาคารก่อนประกาศงบ
Affected tickers
Per-ticker News Sentiment Indicator
- AMATAother · positive · med
The article lists AMATA as a recommended stock under the investment theme, citing positive momentum for industrial estate stocks.
- AOTmacro · positive · med
The article identifies AOT as a stock in the 'De-escalation' theme, which is expected to benefit from reduced geopolitical tensions and positive market sentiment.
- BDMSother · positive · med
The article identifies BDMS as a stock in the 'De-escalation' theme, suggesting it is attractive as prices remain below pre-war levels and fundamentals are strong.
- BHother · positive · med
The article identifies BH as a stock in the 'De-escalation' theme, suggesting it is attractive as prices remain below pre-war levels.
- CENTELother · positive · med
The article identifies CENTEL as a stock benefiting from the 'De-escalation' theme and notes it is a candidate for accumulation as it passes the pressure from 'SET50/100 Rebalance'.
- CPALLother · positive · med
The article identifies CPALL as a retail stock in the 'De-escalation' theme, suggesting it is attractive as its price remains below pre-war levels.
- DELTAother · positive · med
The article notes that the selling pressure on DELTA from the SET50/100 Capped Weight rebalancing is ending, stating "DELTA ที่ปลดล็อกจากการปรับลดน้ำหนักตามเกณฑ์ Capped Weight".
- ERWother · positive · med
The article identifies ERW as a stock in the 'De-escalation' theme, suggesting it is attractive to accumulate as its price remains below pre-war levels.
- GPSCother · positive · med
The article lists GPSC as a recommended stock under the investment theme, citing positive market sentiment and capital inflows into large-cap energy stocks.
- GULFother · positive · med
Krungsri Securities included GULF in their investment theme list, citing it as a stock to watch alongside positive market sentiment and foreign fund inflows.
- ICHIother · positive · low
The article mentions ICHI as part of a "ธีม De-escalation" strategy, suggesting it is a stock with strong fundamentals that could benefit from reduced geopolitical tensions.
- JMTother · positive · med
The article lists JMT as a stock in the 'De-escalation' theme, suggesting it is a candidate for accumulation as geopolitical tensions ease.
- KBANKother · positive · med
Krungsri Securities expects positive earnings momentum for the banking sector, specifically noting that KBANK's asset quality remains resilient and Wealth Management is becoming a new growth driver.
- KTBother · positive · med
Krungsri Securities expects positive 2Q26 earnings for the banking sector, specifically noting that "แนวโน้มกำไรกลุ่มธนาคาร 2Q26F คาดไปในทางบวก" and highlighting KTB as a top pick.
- MINTmacro · positive · med
The article identifies MINT as a stock in the 'De-escalation' theme, which is expected to benefit as geopolitical tensions ease and prices recover toward pre-war levels.
- MTCother · positive · med
The article identifies MTC as a stock in the 'De-escalation' theme that is currently priced lower than pre-war levels, suggesting potential for recovery as geopolitical tensions ease.
- STECONother · positive · med
The article lists STECON as a recommended stock in the investment theme section, citing positive market sentiment and potential for growth.
- THCOMother · positive · med
The article mentions THCOM as a stock to speculate on due to the potential for winning the "USO Ph III" auction.
- TRUEother · positive · low
The article mentions TRUE as a stock to speculate on regarding the 'USO Ph III' auction, providing a short-term positive catalyst.
- WHAother · positive · med
The article lists WHA as a recommended stock under the investment theme, reflecting a positive outlook on the industrial estate sector.