Bangkok Life Assurance Public Company LimitedRising Thai bond yields are viewed as positive for Bangkok Life Assurance as part of the insurance group.
TTBウェルス証券は、米国10年債利回りが加速して4.99%に達したと指摘した。市場では、米連邦準備制度理事会が今週木曜日の会合で利上げに踏み切る確率を92.4%に引き上げており、今回のサイクルでFRBが4回利上げする可能性がある。従来は1~2回の予想だった。一方、タイ10年債利回りは2.36%に上昇した。調査部門は、これが銀行セクターにとってプラス材料だとみている。対象はKTB、KBANK、BBL、KKP。保険セクターではTLIとBLAが挙げられている。
Bangkok Life Assurance Public Company LimitedRising Thai bond yields are viewed as positive for Bangkok Life Assurance as part of the insurance group.
Kasikornbank Public Company LimitedRising Thai bond yields are viewed as positive for Kasikornbank as part of the banking group.
Kiatnakin Phatra Bank Public Company LimitedRising Thai bond yields are viewed as positive for Kiatnakin Phatra Bank as part of the banking group.
Krung Thai Bank Public Company LimitedRising Thai bond yields are viewed as positive for Krung Thai Bank as part of the banking group.
Thai Life Insurance PCLRising Thai bond yields are viewed as positive for the insurance group, explicitly naming TLI.
Bangkok Bank PCLRising Thai bond yields are viewed as positive for Bangkok Bank as part of the banking group.