TTB Wealth Sees Long-Term Uptrend for SET, Recommends 10 Stocks for Portfolios

Industry
โดย HoonVision·Read original
Summary · why it matters

TTB Wealth Securities views the SET Index as still in a long-term uptrend, maintaining a year-end target of 1,720 points. New investment cycles from both the public and private sectors continue to be driving factors, while pointing to several signs of recovery. Bank lending has returned to growth for four consecutive months after contracting for nearly three years. Government budget disbursement has recovered from its low point, rising 8 percent year-on-year in the first nine months of fiscal year 2026. Money supply in the first five months of 2026 grew 5 percent year-on-year. Second-quarter 2026 earnings are trending better and have limited impact from the trade war, supporting upward earnings revisions for the SET. Domestic car sales are starting to recover, with the first five months of 2026 growing 14 percent year-on-year. Exports grew 17 percent year-on-year, and non-oil imports grew 35 percent year-on-year in the first five months of 2026. TTB Wealth has adjusted its Siam Senses portfolio, recommending 10 stocks: AMATA, AOT, BGRIM, CPN, DELTA, GLOBAL, GULF, KTB, STECON, and TRUE, with a buy recommendation for this round.

Impact on stocks 10

Energy Transition & Power Demand▲ · 2 stocks
Climate Adaptation & Water▲ · 1 stocks
Industrials▲ · 1 stocks
Real Estate▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Financials▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
© 2026 MarketDXNews