บล.กรุงศรีคาด SET แกว่งขึ้น เงินเฟ้อสหรัฐฯแผ่ว-ทรัมป์ถอยเก็บค่าธรรมเนียมเรือผ่านฮอร์มุซ
Affected tickers
Per-ticker News Sentiment Indicator
- ADVANCmacro · positive · med
Krungsri Securities expects the SET index to trend upward due to lower US inflation and reduced Fed rate hike expectations, which supports large-cap stocks including "สื่อสาร" (telecommunications) and ADVANC.
- AMATAmacro · positive · med
The article highlights that AMATA is a beneficiary of the theme "ดักเก็งนายกฯ เยือนจีนดึงเงินลงทุนทางตรงเพิ่ม" which supports positive sentiment for industrial estate stocks.
- AOTmacro · positive · med
The article highlights that lower US inflation and reduced Fed rate hike expectations are driving fund flows into Thai large-cap stocks, including AOT, as part of a broader market rally.
- BDMSmacro · positive · med
The article highlights that BDMS is a large-cap stock expected to benefit from positive market sentiment and incoming fund flows as the SET index trends upward.
- BHmacro · positive · med
The article highlights that lower US inflation and reduced Fed rate hike expectations are driving fund flows into Thai large-cap stocks, including BH.
- GPSCmacro · positive · med
The article highlights that falling US bond yields are expected to support utility stocks like GPSC as part of a broader positive market sentiment driven by macro factors.
- GULFmacro · positive · med
Krungsri Securities highlights that falling US bond yields and positive fund flows support growth stocks like GULF, noting that "หุ้น Bond Yield ลดระดับลงหนุน ไฟฟ้า GULF".
- HANAmacro · positive · med
The article highlights that declining US bond yields and positive fund flows support growth stocks like HANA, noting it as a "หุ้น Growth" that benefits from the current environment.
- JMTmacro · positive · med
The article highlights that lower US bond yields and positive fund flows are expected to support the market, specifically mentioning "เช่าซื้อ MTC, KTC, JMT, THANI" as beneficiaries.
- KBANKmacro · positive · med
The article highlights positive sentiment for the SET index and large-cap stocks like KBANK due to cooling US inflation and expectations of continued foreign fund inflows.
- KCEmacro · positive · med
The article highlights that lower US bond yields and positive market sentiment support growth and tech stocks like KCE, categorizing them as beneficiaries of the current macro environment.
- KTBmacro · positive · med
The article highlights a positive market sentiment driven by lower US inflation and potential fund inflows into Thailand, which supports large-cap stocks including "ธนาคาร" like KTB.
- MTCmacro · positive · med
Krungsri Securities highlights that falling US Bond Yields provide a positive environment for MTC, as noted in their "หุ้น Bond Yield ลดระดับลงหนุน" theme.
- PTTmacro · positive · med
The article highlights that PTT is a large-cap stock expected to benefit from positive fund flows and a favorable market environment driven by cooling US inflation and lower bond yields.
- SCCmacro · positive · med
The article highlights a positive market outlook driven by lower US inflation and fund inflows, which supports large-cap stocks including "วัสดุก่อสร้าง SCC".
- STECONmacro · positive · med
The article highlights that STECON is a beneficiary of the theme regarding the Prime Minister's visit to China to attract foreign direct investment.
- TOPmacro · positive · med
The article highlights that "หุ้น Large-big Cap รับแรงส่ง Fund Flows อาทิ PTT, TOP, AOT, BH, BDMS" as foreign capital inflows continue to support the Thai stock market.
- TRUEmacro · positive · med
The article highlights positive macroeconomic factors including lower US inflation and potential fund inflows into Thailand, which are expected to support large-cap stocks like "สื่อสาร" (telecommunications).
- WHAmacro · positive · med
The article highlights positive sentiment for WHA due to potential foreign direct investment inflows following the Prime Minister's visit to China, as noted in "ดักเก็งนายกฯ เยือนจีนดึงเงินลงทุนทางตรงเพิ่ม".