TMBウェルス、FRBの新たな利上げ局面がSETを5〜10%押し下げると警告

TTB Wealth recommends ADVANC as a group whose earnings growth can withstand tight monetary policy amid a potential Fed rate hike.

TTB Wealth recommends AMATA as a group with earnings growth that can withstand tight monetary policy if the Fed hikes rates.

TTB Wealth names AOT among groups benefiting from a weaker baht, which would follow a Fed hike widening the US-Thailand rate gap.

TTB Wealth recommends KTB as a bank likely to outperform in a rising bond yield environment and to withstand tight monetary policy.

TTB Wealth names CENTEL among groups benefiting from a weaker baht, which would follow a Fed hike widening the US-Thailand rate gap.

TTB Wealth names DELTA as a group benefiting from a weaker baht if the Fed hikes while the MPC holds, widening the rate gap.

KTB is recommended as a bank likely to outperform in a rising bond yield environment under a Fed rate hike.

PR9 is named among groups benefiting from a weaker baht if the Fed hikes and the US-Thailand rate gap widens.

WHA is recommended as a group with earnings growth that can withstand tight monetary policy if the Fed raises rates.