Muangthai Capital Public Company LimitedNamed among Non Bank stocks attractive for accumulation on expectations of lower yields ahead.
パイ証券は本日のSET指数を1570~1595の範囲と評価し、ノンバンクグループが今後の利回り低下を見込んで再び蓄積に値する水準に戻ったとの見方を示した。同グループの銘柄としてMTC、SAWAD、TIDLORを挙げている。一方、米国株式市場は上昇して取引を終え、DJIAは0.61%高、S&P 500は1.14%高となった。FRBが25ベーシスポイントの利上げを実施し、今年中にあと1回の利上げの可能性を示唆したことを受けた動きだ。ブレント原油価格は1バレル当たり104~105ドル程度に下落した。中東情勢への懸念が一部和らぎ、サウジアラビアが石油輸出を再開すると表明したことが要因で、米国の10年債利回りと30年債利回りの低下を促した。昨夜発表された米国の経済指標では、新規失業保険申請件数が約19万6000件と市場予想を下回った。短期戦略としては、今朝の韓国KOSPI指数が約2.5%上昇したことを受け、DELTAやKCEなどのテクノロジー株を推奨。ほかに観光関連としてAOT、MINT、CENTEL、AWC、CPALL、CPN、HMPRO、病院関連としてBDMS、BCH、PR9を挙げている。
Muangthai Capital Public Company LimitedNamed among Non Bank stocks attractive for accumulation on expectations of lower yields ahead.
Srisawad Power 1979 PCLNamed among Non Bank stocks attractive for accumulation on expectations of lower yields ahead.
Ngern Tid Lor Public Company LimitedNamed among Non Bank stocks attractive for accumulation on expectations of lower yields ahead.
Central Plaza Hotel Public Company LimitedPi Securities names CENTEL in the tourism group as a short-term strategy pick, tied to expected tourism demand.
Minor International Public Company LimitedNamed in the recommended tourism group (AOT, MINT, CENTEL, AWC, CPALL, CPN, HMPRO) as attractive for short-term strategy.
Home Product Center Public Company LimitedNamed in the recommended tourism group for short-term strategy, implying expected customer demand benefit.
Asset World Corp Public Company LimitedPi Securities names AWC in the tourism group as a short-term strategy pick, tied to expected tourism demand.
Central Pattana Public Company LimitedNamed in the recommended tourism group for short-term strategy, implying expected customer demand benefit.
Bangkok Chain Hospital Public Company LimitedPi Securities includes BCH in the hospital group recommended for short-term strategy.
Praram 9 Hospital Public Company LimitedNamed in the recommended hospital group (BDMS, BCH, PR9) for short-term strategy.
Airports Of Thailand PCLPi Securities recommends AOT in the tourism group for short-term strategy, implying expected demand from tourist arrivals.
Bangkok Dusit Medical Services Public Company LimitedPi Securities includes BDMS in the hospital group recommended for short-term strategy.
CP ALL Public Company LimitedNamed in the recommended tourism group for short-term strategy, implying expected customer demand benefit.
Delta Electronics (Thailand) Public Company LimitedNamed in the recommended TECH group after the Kospi rose about 2.5% this morning.
KCE Electronics Public Company LimitedNamed in the recommended TECH group after the Kospi rose about 2.5% this morning.