TTB Wealth: Rising Thai Bond Yields Boost Bank and Insurance Stocks

MacroAnalystDigital Finance
โดย HoonVision·USTH·Read original
Summary · why it matters

TTB Wealth Securities stated that the 10-year US bond yield has accelerated to 4.99%, with the market raising the probability that the Federal Reserve will hike rates at this Thursday's meeting to 92.4%, and there is a chance the Fed will raise rates four times in this cycle, up from the previous expectation of only one to two times. Meanwhile, the 10-year Thai bond yield has risen to 2.36%. The research team views this as positive for the banking group, namely KTB, KBANK, BBL, and KKP, and the insurance group, namely TLI and BLA.

Impact on stocks 8

Financials▲ · 5 stocks
Thai Life Insurance PCL
TLI
▲ PositiveMonetaryrelevance

Rising Thai bond yields are viewed as positive for the insurance group, explicitly naming TLI.

Digital Finance & Tokenization▲ · 1 stocks
Bangkok Bank PCL
BBL
▲ PositiveMonetaryrelevance

Rising Thai bond yields are viewed as positive for Bangkok Bank as part of the banking group.

Others▲ · 2 stocks
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