Muangthai Capital Public Company LimitedMTC
▲ ポジティブ金融政策関連度
InnovestX lists MTC among the Risk-on tactical plays if the Fed holds rates, tying it to the Fed meeting outcome.
銘柄への影響 27
Financials
Muangthai Capital Public Company Limited
Srisawad Power 1979 PCLSAWAD
▲ ポジティブ金融政策関連度
SAWAD is listed among the Risk-on tactical plays if the Fed holds rates, linked to the Fed meeting outcome.
Kasikornbank Public Company LimitedKBANK
± 混在関連度
Named as a High Dividend Play defensive stock (KTB) in InnovestX's Fed-scenario strategy, no company-specific news.
Krung Thai Bank Public Company LimitedKTB
± 混在関連度
Named as a High Dividend Play defensive stock (KTB) in InnovestX's Fed-scenario strategy, no company-specific news.
Ngern Tid Lor Public Company LimitedTIDLOR
± 混在金融政策関連度
Named in InnovestX's Tactical risk-on play list if the Fed holds rates, but no company-specific development.
Bangkok Life Assurance Public Company LimitedBLA
言及
Thai Life Insurance PCLTLI
言及
Real Estate
AP (Thailand) Public Company LimitedAP
± 混在関連度
Listed in InnovestX's recommended defensive Domestic Play and Risk-on tactical plays, but no company-specific development; recommendation is contingent on Fed outcome.
Central Pattana Public Company LimitedCPN
± 混在金融政策関連度
Listed among InnovestX's defensive Domestic Play big-cap stocks ahead of the Fed decision.
LH Shopping Centers LeaseholdLHSC
± 混在関連度
Listed among High Dividend Play defensive picks (LHSC) with no company-specific development.
Ticon Freehold and Leasehold Real Estate Investment TrustFTREIT
言及
Siri Prime Office Property FdSIRI
言及
Health Care
Bangkok Chain Hospital Public Company LimitedBCH
± 混在関連度
Included in InnovestX's Domestic Play defensive theme, but no company-specific news; impact depends on Fed meeting scenario.
Chularat Hospital Public Company LimitedCHG
± 混在関連度
Named in InnovestX's Domestic Play defensive theme, but no company-specific news; impact hinges on the Fed meeting outcome.
Praram 9 Hospital Public Company LimitedPR9
▲ ポジティブ金融政策関連度
PR9 is named in InnovestX's Domestic Play defensive theme recommended ahead of the Fed meeting.
Digital Finance & Tokenization
Bangkok Bank PCLBBL
± 混在関連度
Named in InnovestX's High Dividend Play list (yield above 5%), a portfolio recommendation rather than a company-specific event.
CP ALL Public Company LimitedCPALL
± 混在金融政策関連度
Named as a defensive Domestic Play pick ahead of the Fed meeting, but the impact depends on the Fed outcome.
Consumer Discretionary
Central Retail Corporation Public Company LimitedCRC
± 混在金融政策関連度
Included in the recommended defensive Domestic Play theme tied to the Fed meeting scenarios.
Home Product Center Public Company LimitedHMPRO
± 混在関連度
Listed among High Dividend Play defensive picks (HMPRO) with no company-specific development.
Semiconductors
Hana Microelectronics Public Company LimitedHANA
± 混在金融政策関連度
Listed in the Risk-on tactical play contingent on the Fed holding rates.
KCE Electronics Public Company LimitedKCE
± 混在関連度
Included in the Risk-on tactical basket (KCE) contingent on a Fed hold, no company-specific development.
Consumer Staples
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
± 混在関連度
Listed among InnovestX's Domestic Play big-cap domestic-revenue stocks, a thematic recommendation with no company-specific development.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
± 混在金融政策関連度
Named in the Risk-on tactical play if the Fed holds rates, so impact hinges on the meeting outcome.
Energy Transition & Power Demand
PTT Public Company LimitedPTT
▲ ポジティブ金融政策関連度
PTT is included in InnovestX's High Dividend Play defensive theme recommended amid Fed rate uncertainty.
Materials
Siam City Cement Public Company LimitedSCCC
▲ ポジティブ金融政策関連度
SCCC is named in InnovestX's High Dividend Play defensive theme recommended ahead of the Fed meeting.