CGSI expects SET to swing between 1,590-1,620 points, eyes Fed and surging oil, picks PTTEP and PR9 as top stocks

Price ActionCommodityMacro
โดย Kaohoon·TH·Read original
Summary · why it matters

CGSI, or CGS International Securities Thailand, estimates the Thai stock market index, the SET Index, will move within a range of 1,590-1,620 points amid pressure from crude oil prices that have rebounded sharply after Saudi Arabia ordered the closure of the East-West Pipeline, a key oil transport route, following a drone attack. In morning trade, West Texas crude WTI jumped 2.8% to 102.87 dollars per barrel, while Brent crude rose 3.1% to 107.87 dollars per barrel. Investors are watching the US Federal Reserve's monetary policy meeting this week, with the CME FedWatch Tool assigning an 86.2% probability that the Fed will raise interest rates to 3.75-4.00%, while the Bloomberg Consensus still expects the Fed to hold rates at 3.50-3.75%. For top stock picks, CGSI said PTT Exploration and Production Public Company Limited, or PTTEP, posted second-quarter net profit of 27.197 billion baht, up 130% from the previous quarter, driven by strong sales volumes and high average selling prices, with a take-profit level of 156.00 baht and a stop-loss level of 152.50 baht. Meanwhile, Praram 9 Hospital Public Company Limited, or PR9, is expected to see revenue and profit gradually recover in the second half of 2026. CGSI maintains an Overweight rating on the hospital sector and selects PR9 as its top pick in the group, with a take-profit level of 20.10 baht and a stop-loss level of 19.30 baht.

Impact on stocks 2

Health Care▲ · 1 stocks
Praram 9 Hospital Public Company Limited
PR9
▲ PositiveCapitalrelevance

CGSI maintains Overweight on the hospital sector and picks PR9 as top pick with take-profit/stop-loss levels, expecting revenue and profit recovery in H2 2026.

Energy▲ · 1 stocks
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