El Niño to Persist into Early 2027; Broker Identifies 11 Beneficiary Stocks

Industry
โดย HoonVision·TH·Read original
Summary · why it matters

El Niño is likely to persist into early 2027, with NOAA data indicating an 81% chance of it developing into a VERY STRONG EL NIÑO during October-December 2026, leading to drought in Thailand and Asia. Meanwhile, the Thai stock market is less affected than other regions due to its index structure, where commodity-linked and banking stocks together account for more than half of the market. According to Mr. Pharadorn Teanprasert, Director of Research at Asia Plus Securities, beneficiary stocks include agricultural, food, and vegetable oil sectors such as KSL, KTIS, BRR, CPF, TFG, GFPT, and TVO, as well as energy and refinery groups like TOP, SPRC, IRPC, and BCP, due to potentially higher refining margins. Commercial banks also benefit from inflation and interest rate spreads. The SET Index has a 30% weight in commodities and 20% in banks, making Thailand an attractive haven during global supply shocks.

Impact on stocks 11

Consumer Staples▲ · 4 stocks
Energy Transition & Power Demand▲ · 4 stocks
Energy▲ · 2 stocks
IRPC Public Company Limited
IRPC
▲ PositiveDemandrelevance

Refining margins expected higher due to El Niño-driven supply shocks, benefiting energy/refinery group.

Synthetic Biology (non-pharma)▲ · 1 stocks
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