InnovestX says Thai-Myanmar MOU unlocks labour, supports MEGA-CBG-CK stocks

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โดย InfoQuest·THMM·Read original
Summary · why it matters

InnovestX Securities states that the signing of an MOU extending the employment period for over four million Myanmar workers in Thailand by another five years will help unlock the most critical labour bottleneck for Thailand's labour-intensive industrial sector. It also aims to push bilateral trade value to 12 billion US dollars, up from around 7.4 billion dollars, through accelerating border checkpoint restoration, using local currency payment systems, and promoting infrastructure investment, especially the Dawei Special Economic Zone project. However, risks remain from Western sanctions that could pressure the valuation of stocks with concessions or direct investment linked to the Myanmar military government. For short-term investment strategy, the firm recommends speculative trading based on news factors for beneficiary stocks, divided into two themes: groups directly benefiting from more stable labour cost management, such as CK, STECON, GFPT, BTG, CPF, and groups benefiting from a recovering border trade atmosphere, such as MEGA, TNP, CBG, OSP, CHG, BCH.

Impact on stocks 11

Consumer Staples▲ · 6 stocks
Betagro PCL
BTG
▲ PositiveSupplyrelevance

Directly benefits from stable labour cost management for poultry producer.

Health Care▲ · 3 stocks
Artificial Intelligence▲ · 1 stocks
Industrials▲ · 1 stocks
CH. Karnchang PCL
CK
▲ PositiveSupplyrelevance

Directly benefits from stable labour cost management for construction firm.

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