Brent crude surges past $90, lifting PTTEP and TOP while pressuring DELTA, hospitals, and AOT

CommodityPrice Action Impact 4
โดย HoonSmart·Read original
Summary · why it matters

Brent crude oil prices soared to $90.38 per barrel, up $2.28 or 2.60%, amid escalating concerns over US-Iran war risks. This pushed PTTEP shares up 1.50 baht or 1.03% to 147 baht, and TOP rose 1.25 baht or 2.02% to 63.25 baht. Meanwhile, petrochemical stocks like PTTGC gained 0.75 baht or 2.03% to 37.75 baht, and SCC added 2 baht or 0.79% to 256 baht. On the other hand, hospital and transport stocks faced selling pressure, with BH falling 3 baht or 1.61% to 183.50 baht, and AOT dropping 0.75 baht or 1.17% to 63.25 baht. DELTA tumbled to 292 baht before recovering to 296 baht, down 4 baht or 1.33%. In contrast, PSL surged 0.50 baht or 6.49% to 8.20 baht, tracking higher freight rate indices.

Impact on stocks 8

Industrials± Mixed · 2 stocks
Airports Of Thailand PCL
AOT
▼ NegativeDemandrelevance

Higher oil prices increase jet fuel costs, pressuring airline demand and airport traffic.

Energy Transition & Power Demand · 1 stocks
Energy · 1 stocks
Materials · 1 stocks
Climate Adaptation & Water · 1 stocks
Health Care · 1 stocks
Electrification & Mobility · 1 stocks