Three brokerages see SET swinging in 1,567-1,629 range, top picks BBL, KLINIQ, TFG, BDMS

Price ActionAnalystMacro
โดย ทันหุ้น·TH·Read original
Summary · why it matters

Three brokerages issued their daily investment strategy views. Finansia Syrus Securities expects the SET Index to move sideways in a range of 1,572-1,585 points, with attention on tonight's Fed meeting, where the market assigns a 92% probability of a 25 basis point rate hike to 3.75-4%, while also watching the Fed Chair's statement and the Dot Plot for signals on the interest rate path in 2027. Crude oil prices also climbed to 109 US dollars per barrel on supply disruptions in Saudi Arabia and Libya. The recommended strategy is a Barbell approach, parking short-term funds in Commodity-Bank-Defensive plays and rotating into Value-Domestic Plays for the medium to long term. Today's top pick is BBL with a Buy recommendation and a target price of 240 baht, expecting loan growth to accelerate in the second half of 2026 and trading at a PBV of only 0.6 times, offering a dividend yield above 5% per year. Meanwhile, Kingsford Securities assesses the SET range at 1,567-1,629 points and recommends gradually accumulating Domestic Play names such as BBL, KKP, AMATA, GULF, BGRIM, GUNKUL, STECON and BEM, while giving TFG a trading Buy with an IAA Consensus target price of 12.50 baht, and BDMS a Buy with a target price of 25.00 baht. DAOL Securities expects the index to move sideways after DELTA weighed on the index yesterday. Today's top pick is KLINIQ with a Buy recommendation and a target price of 35.00 baht, with earnings in the second half of 2026 expected to grow year on year and half on half, supported by the expansion of 13 branches, double-digit same-store sales growth and gross margin expansion, maintaining its 2026 earnings forecast growth of 476 million baht, or up 31% year on year.

Impact on stocks 12

Energy Transition & Power Demand▲ · 4 stocks
Digital Finance & Tokenization▲ · 1 stocks
Bangkok Bank PCL
BBL
▲ PositiveCapitalrelevance

Finansia Syrus top pick BBL with Buy and 240 baht target, citing accelerating loan growth and cheap 0.6x PBV with >5% dividend yield.

Consumer Discretionary▲ · 1 stocks
The Klinique Med Clinic PCL
KLINIQ
▲ PositiveCapitalrelevance

DAOL top pick KLINIQ with Buy and 35.00 baht target, expecting H2 2026 earnings growth and 31% YoY profit rise.

Aging Population▲ · 1 stocks
Climate Adaptation & Water▲ · 1 stocks
Industrials▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Financials▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks
© 2026 MarketDXNews