2024-04-18 02:03:00
1) Stocks that can reduce volatility and serve as hedging assets in the event of unrest in the Middle East, where there is still increased uncertainty over what form Israel’s response will take. And will it lead to a full-scale war between Iran or not?
by investors who can take high risks Choose an upstream oil stock like PTTEP, which is expected to benefit directly from rising oil prices. And refinery stocks will have a positive result through fundamentally increasing stock profits, preferring BCP to TOP for trading (if the situation escalates to a full-scale war, it may push the oil price beyond $100 per barrel in the short term. Because it could affect Iran’s supply, which accounts for 3-4% of the world’s supply, and in the worst case Affecting oil exports through the Strait of Hormuz may affect exports up to more than 17% of world supply), while having a negative outlook on the oil retail sector. (narrow marketing margin) and airline groups (additional cost)
2) Investors who can accept low risk Recommend safe stocks (Defensive Stock) with strong fundamentals. Performance does not fluctuate with the economy. Choose medical stocks (BDMS BCH), land transport stocks (BEM), retail stocks (CPALL CPAXT), communications stocks (ADVANC).
3) Stocks that benefit from the government’s economic stimulus measures through the distribution of digital money, choose CPALL CPAXT BJC HTC SNNP.
4) Benefited stocks Plus from the Thai tourism business that will improve according to seasonal results, choose AOT ERW MINT CPALL.
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