インノベスト・エックス、SETが1,600ポイント割れを受けて注目4テーマを提示

Named among banks benefiting from high bond yields after the 10-year US Treasury yield hit 5%.

Named among banks benefiting from high bond yields after the 10-year US Treasury yield hit 5%.

Life insurer cited as a positive beneficiary of high bond yields after the 10-year US Treasury yield hit 5%.

High bond yields (10-year US Treasury at 5%) are cited as a positive factor for life insurers.

Named in the energy group picked to benefit from global economic factors and high bond yields.

Gulf (GULF) is picked as a stock benefiting from government policy on the draft PDP2026 plan and rooftop solar support.

Gunkul (GUNKUL) is named as a beneficiary of government policy progress on PDP2026 and rooftop solar support.

PTT is named among defensive/high-dividend stocks expected to deliver consistent dividend yields above 5% per year.

Supported by the Thai Tiew Thai Plus program, per the government-policy theme.

Erawan (ERW) is named as a beneficiary of the Thai Tiew Thai Plus tourism stimulus program, supporting hotel demand.

Home Product Center (HMPRO) is listed among defensive high-dividend stocks and laggard stocks with expected H2 2026 earnings growth.

Supported by the Thai Tiew Thai Plus program boosting domestic tourism demand.

Listed among stocks supported by the Thai Tiew Thai Plus economic stimulus program.

Named in the government-policy theme as a construction beneficiary of the draft PDP2026 plan and rooftop-solar policies.

InnovestX selects PSL as a shipping stock benefiting from global economic factors and high bond yields.

Listed as a beneficiary of the Thai Chai Thai Plus economic stimulus program extension.

Seen benefiting from the extension of the Thai Chai Thai Plus economic stimulus program.

TU is named among laggard stocks expected to see second-half 2026 earnings grow year on year and versus the first half.

Selected as a bank benefiting from high bond yields after the 10-year US Treasury yield hit 5%, and also cited for dividend yield above 5%.

Seen benefiting from the extension of the Thai Chai Thai Plus and Thai Tiew Thai Plus stimulus programs.

Included in the laggard theme on expectations its second-half 2026 earnings will grow year on year and versus H1.

Included in the laggard theme with expected H2 2026 earnings growth year on year and versus H1.

Hana (HANA) falls under the theme of promoting investment in data centers and artificial intelligence, supporting chip demand.

Listed under the theme of promoting investment in data centers and artificial intelligence.

PTTEP is picked in the energy group as a stock benefiting from global economic factors and high bond yields.

Named in the energy group picked to benefit from global economic factors and high bond yields.

Listed in the construction group benefiting from government policy and the draft PDP2026 plan.

WHA is cited as benefiting from government policy on the draft PDP2026 plan and rooftop solar support.

Named as a stock benefiting from government policy on the draft PDP2026 plan and rooftop solar support.

Named in both the high-dividend defensive theme and the laggard theme on expected H2 2026 earnings growth.

Falls under the theme of promoting investment in data centers and artificial intelligence.

SCCC is named among defensive/high-dividend stocks expected to deliver consistent dividend yields above 5% per year.

Listed among laggard stocks whose H2 2026 earnings are expected to grow YoY and HoH.