โลกทิ้งหุ้นเทคอีกรอบ หมุนหาหุ้นคุณค่า ลุ้นหุ้นไทย ‘ที่หลบภัย’ทุนต่างชาติ
Affected tickers
Per-ticker News Sentiment Indicator
- BBLmacro · positive · med
The article highlights that Thai banks, including BBL, are viewed as 'ที่หลบภัย' or safe havens for foreign capital due to their value stock status and strong fundamentals.
- BCHother · positive · med
The article highlights BCH as a recommended stock, noting that "คาดกำไร 2Q26 จะขยายตัว QoQ" due to the return of Middle Eastern patients after Ramadan.
- BDMSmacro · positive · med
The article identifies BDMS as a 'Value Stock' that may benefit from capital rotation into the Thai market as investors seek safe havens amid global volatility.
- BHother · positive · med
The article identifies BH as a value stock that could benefit from capital rotation into the Thai market, describing it as a potential 'ที่หลบภัย' for investors.
- CPALLmacro · positive · med
The article highlights that the Thai stock market is viewed as a safe haven for foreign capital, specifically mentioning CPALL as a retail stock to watch.
- CPNmacro · positive · med
The article identifies the Thai stock market as a potential 'ที่หลบภัย' (safe haven) for foreign capital, specifically highlighting retail stocks like CPN as beneficiaries of this rotation.
- HMPROmacro · positive · med
The article identifies HMPRO as a retail stock benefiting from a rotation into value stocks, positioning the Thai market as a potential short-term safe haven for foreign capital.
- ITCmacro · positive · med
The article identifies ITC as a stock in the export sector that may benefit from capital rotation into value stocks, noting "ส่งออก (ITC TU)" as a focus area.
- KBANKmacro · positive · med
The article identifies Thai banks including KBANK as 'Value Stock' beneficiaries that may attract foreign capital as investors rotate away from technology sectors.
- KTBmacro · positive · med
The article identifies the Thai banking sector, including KTB, as a potential 'ที่หลบภัย' (safe haven) for foreign capital rotation into value stocks amid global market volatility.
- PTTEPmacro · positive · med
The article highlights that rising oil prices and the rotation into value stocks position energy companies like PTTEP as a potential beneficiary for foreign capital inflows.
- SCBmacro · positive · med
The article identifies Thai banking stocks, including SCB, as potential beneficiaries of capital rotation into 'Value Stock' as investors shift away from technology sectors.
- TUmacro · positive · med
The article identifies TU as a value stock in the export sector that may benefit from capital rotation into Thai equities as a safe haven.