証券各社、FRBの0.25%利上げで銀行・輸出・バリュー株に追い風と指摘

Fed's 0.25% rate hike is seen favoring commercial banks, with KBANK, BBL, KTB, SCB and KKP named as standout picks.

Named as a standout commercial-bank pick expected to benefit from the Fed's 0.25% rate hike.

Named as a standout commercial-bank pick expected to benefit from the Fed's 0.25% rate hike.

SCB is named among commercial banks expected to benefit from the Fed's 0.25% rate hike.

Bangkok Bank is a standout commercial bank pick expected to benefit from the Fed's 0.25% rate hike.

PYLON is listed among construction materials and contractors benefiting from the rate-hike environment and softer crude oil prices.

Fed rate hike and softer crude oil prices give airlines like AOT a psychological boost per analysts.

Bangkok Airways is among airlines seen benefiting from softer crude oil prices after the Fed hike.

Named among exporters (TU, ITC) seen benefiting from the Fed's 0.25% rate hike.

TU is named among exporters/electronic components seen benefiting from the Fed's rate hike environment.

Listed among medical stocks (BDMS, BCH, BH) seen benefiting from the Fed's rate hike as a Value Play group.

Bangkok Chain Hospital is in the medical/value-play group seen benefiting under the high-for-longer rate stance.

STECON is listed among construction materials and contractors seen benefiting from the rate-hike backdrop and softer crude oil prices.

Named as an exporter/electronic-components pick seen benefiting from the Fed's 0.25% rate hike.

Named among exporters and electronic components (DELTA, HANA, TU, ITC) seen benefiting from the Fed's 0.25% rate hike.

Named among hotels (AWC, ERW) seen getting a psychological boost from softer crude oil prices after the Fed hike.

Fed rate hike and softer crude oil prices give airlines like THAI a psychological boost from lower fuel costs.

Bangkok Dusit Medical is listed among medical stocks seen benefiting from the Fed rate hike environment.