Bangkok Bank PCLNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
フィナンシア・サイラス証券は、SET指数の目標を2027年半ばまでに1,710ポイントへ引き上げた。これは、1株当たり利益の平均予想100.5バーツと、目標PER17倍に基づく。リサーチ部門は、2026年の1株当たり利益予想を3%上方修正し99バーツ、2027年を102バーツとした。これは前年比でそれぞれ13%と4%の成長を反映している。また、タイ経済の回復が続き、外国人投資家のタイ株式保有比率が過去の高水準を下回っていることから、海外資金がタイ株式市場に流入する可能性があると見ている。注目銘柄として、BA、BBL、BDMS、CPALL、CPF、CPN、ERW、GULF、SAPPE、STA、TIDLORを推奨している。
Bangkok Bank PCLNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
CP ALL Public Company LimitedNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
Charoen Pokphand Foods Public Company LimitedNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
Sappe Public Company LimitedSAPPE is a top pick, with analyst upgrade and positive earnings growth outlook.
Bangkok Airways Public Company LimitedNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
Bangkok Dusit Medical Services Public Company LimitedNamed as a top pick by Finansia Syrus, with a raised SET target and positive earnings outlook.
Central Pattana Public Company LimitedFinansia Syrus names CPN as a top pick and raises SET target, implying positive analyst sentiment and expected capital inflows.
The Erawan Group Public Company LimitedERW is listed as a top pick by Finansia Syrus, with analyst recommendation driving positive outlook.
Gulf Energy Development Public Company LimitedGULF is included as a top pick, benefiting from analyst endorsement and expected market recovery.
Sri Trang Agro-Industry Public Company LimitedSTA is named as a top pick, supported by analyst recommendation and expected foreign fund inflows.
Ngern Tid Lor Public Company LimitedFinansia Syrus names TIDLOR as a top pick and raises SET target, implying positive analyst sentiment and expected capital flows.