HoonSmart.com >> Krungsri Securities Expect the stock market today to swing 1,610-1630 points, driven by foreign purchases-stocks with unique news-stocks in 2Q22 budget still grow as index drivers during this period. But aiming to reduce the risk before the MPC meeting – US inflation will pressure the index Cheer “Buy” AMATA Positive signal from 2Q22 financial statement AMATAV’s subsidiary grew dramatically, KBANK expects the central bank to raise interest rates to be positive for the banking sector.
Krungsri Securities expects the stock market to swing 1,610-1630 points today, driven by buying from foreign fund flows, both stocks and TFEX, including buying pressure on stocks with unique news and stocks in the 2Q22 budget, still growing as the index driver. during this period However, selling pressure is expected to reduce the risk before the MPC meeting (expected to raise interest rates by 0.25 – 0.5%) and the US CPI in July expected +8.7% YoY, which will affect The Federal Reserve’s (Fed) interest rate hike in the next period and will pressure the alternating index to weaken. Selective buy investment strategy
KBANK BBL SCB TTB benefiting interest rate hike GPSC BGRIM GULF RATCH SCGP SCC EPG benefiting weaker crude oil prices Group of stocks expected to grow in 2Q22 financial statements CKP GFPT TFG SPRC BANPU IVL CPN CENTEL
Stocks recommended today AMATA “BUY” with a target price of Bt24.50. There is a positive signal following yesterday’s subsidiary AMATAV announced that its 2Q22 budget has increased by leaps and bounds from higher land sales and margins, especially margin increased from 25%. to 41.5%, which is considered an upside to the industrial estate’s forecast. In other areas of AMATA in Vietnam
KBANK “Buy” with a target price of 170 baht, expecting the central bank to raise interest rates to be positive on the banks’ stocks. While this week, there are still factors for speculation, with KBANK being the only one who is expected to adjust the MSCI rebalance index for a new round (MSCI Rebalance) announced on 11 Aug. and come into effect on 31 Aug. 65.
