last thursday The index moves in a narrow range. After the previous period, the index rose. causing the index to do a dormancy Banking and Finance stocks It supports indices such as BAY, SCB, BBL and SAWAD.
last thursday The index moves in a narrow range. After the previous period, the index rose. causing the index to do a dormancy Banking and Finance stocks It supports indices such as BAY, SCB, BBL and SAWAD.
Small-cap stocks performed better, with the sSET and MAI indexes up around 1%, while the SET Index closed at 1,680.02 points +1.52 points +0.09%, trading value 82,469 million baht, foreign +1,144.03 million baht, TFEX +8,538 contracts. Bonds +5,309.45 million baht.
positive factor
The US Producer Price Index (PPI), a measure of inflation on producer spending, was +9.7%YoY in December, but was lower than analysts’ estimate of 9.8 percent following a 9.6 gain. % in Nov
+ WHO says COVID-19 The omikron strain is less fatal than the Delta strain, but remains a particularly dangerous virus to unvaccinated people.
+ The IMF said that inflation in the US is likely to decline in the second quarter of 2022.
+ RTAF extends time to help airlines for another 3 months, reduces airfares – 50% of aircraft storage services, extends repayment time Reduce rent for all activities following the omikron epidemic slow passengers
+ Thai Chamber of Commerce reveals the consumer confidence index in Dec. 64, the highest recovery in 9 months. has a downward trend from the epidemic of omikron and expensive pigs
+/- The Prof. reported the situation of the epidemic of the Covid-19 virus. in the country today A total of 8,158 new cases, 2,760 ATK, 15 deaths, 3,942 recoveries.
negative factors
– The Dow Jones Industrial Average closed down 176.70 points -0.49% as investors sold profits in technology stocks. After stock prices rose for three consecutive days and there was pressure from many Fed officials. including Ms Lael Bernard, commented on inflation and interest rate hikes.
– WTI crude fell 52 cents -0.6% to close at $82.12 a barrel. Because investors took profits following oil prices rose for two consecutive days and many Fed officials. Support to speed up interest rate hikes in March to curb inflation.
The number of first-time claims for unemployment benefits rose 23,000 to 230,000, the highest since November 21. And contrary to analysts’ forecasts that it will drop to 200,000.
– President Joe Biden’s administration has announced sanctions once morest North Korea for the first time. After North Korea proceeded to test weapons.
– The CDC says the death toll from coronavirus is likely to increase over the next four weeks. with new deaths 10,400-31,000 cases, the number of people infected with COVID-19 Omicron strains in the United States account for more than 98% of the country’s new cases.
– Kasikorn Research Center revealed that from the Cabinet. Approved the fiscal year 66 budget, which is a continuous deficit of 695 billion baht, although a deficit of 700 billion baht in fiscal year 65, but still higher than in the pre-Covid-19 crisis Therefore, it is estimated that the outstanding domestic debt of the government sector in the year 65 in the calendar year has the opportunity to reach 9.90 trillion baht, increasing from the outstanding balance in 64
market trend today
Expect the index today to weaken in line with international markets. There were also concerns regarding inflation and the Fed’s rate hike. while still having to monitor the situation of COVID-19 in a country that is still at a high level Look at the index frame today at 1670-1685 points.
investment strategy
• Benefit from the project. ‘Shop good and have night’ : COM7 SYNEX CPW SPVI SVOA JMART IT
• WTI crude oil continued to rise PTTEP PTTGC IVL
• ATK test kit : SMD WINMED TM
special report stock
BANPU – speculative advice
(Bloomberg Consensus 14.00 baht)
Coal prices rose 34%YTD to $211/tonne. After Indonesia announced the suspension of exports since January 1, 65, however, the latest Indonesia. Prepare to approve the export of coal once more This is because Indonesia has enough coal to meet domestic demand. by the movement of Indonesia After many countries such as Japan, South Korea and the Philippines They urged Indonesia to reconsider its previous coal export ban.
• Opinion We are optimistic on BANPU’s earnings as it accounts for 75% of Indonesia’s coal sales revenue. In addition, the share price has dropped in response to the bad news. However, coal prices hovering above $211 a tonne will provide further boost to earnings. because the production cost is at the level of 50-70$ per ton
stocks have news
(+) CGH (Bloomberg Consensus – Baht) enters the field of digital assets-Metaverse, announcing the establishment of Pie Ventures, registered capital of 500 million baht, to invest in several projects start this quarter Hold on to the future business following investing in the group of cryptomind, the best in digital asset investment The broker pointed out that the securities company Digital penetration tends to attract investors. but have to look at the future While the portfolio of outstanding securities (Source: Tan stock)
(+) NER (Bloomberg Consensus 10.00 baht) Targets 2022 revenue of 28,000 million baht, continued good tire demand Aims to sell rubber mats for livestock in the first quarter of 2022 under the cattleFlex brand, with a high gross margin. Ready to prepare a budget of 240 million baht to invest in solar roof research new products Broker side shines new high profit Keep an eye out for this year’s outstanding margins (Source: Catch the shares)
(+) BIZ (Bloomberg Consensus – Baht) continues the bidding process Expected to receive more work 600-700 million baht from the work value of more than 1,000 million baht, supporting the backlog, increasing from the current amount of regarding 1,100 million baht. On the business of specialized cancer hospitals, the target for 65 years is to have a revenue growth of 90 million baht (at come stock news)
(+) TM (Bloomberg Consensus – Baht) unveils its 65-year plan, aiming for revenue growth of 5-10%, reaching 700-750 million baht, raising its core business, continuous demand, hinting at Q1/62, adding new products, entering OEM-online, aiming to open Elderly care center service THE PARENTS in 3Q22 (source stock news)
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