down

The selling pressure spread across many securities groups, such as the energy group, due to lower oil prices, retail and ICT, resulting in the SET Index closed at 1,621.95 points -16.98 points -1.04% with a trading value of 79,412 million baht. Foreign -3,263.85 million baht, TFEX -14,689 contracts, fixed income -2,373.98 million baht.

positive factor

+ Dow Jones Industrial Average closed up 145.99 points +0.46%, driven by buying pressure in the end of the market. While investors are eyeing the release of US non-farm payrolls today. to look for signs of the Fed’s interest rate hike trend
+ Purchasing Managers Index (PMI) US final manufacturing fell to 51.5 in August, the lowest in two years from 52.2 in July, but higher than the preliminary figure at 51.3, helping to reduce pressure from the Fed to raise interest rates
+ French President Emmanuel Macron He expressed hope that talks on the Iran nuclear deal could be concluded within a few days.
+ Ministry of Public Health reveals a booster needle vaccine Increasing effectiveness in preventing severe covid cases from subspecies of omikron
+/- Prof. Report on the situation of the epidemic of the Covid-19 virus. in the country today The new patient was treated in the hospital. 2,046 cases, 24 deaths, 1,565 recovered.

negative factors

– WTI crude futures fell $2.94 -3.3% to close at $86.61 a barrel. Worried that the Chinese order Lockdowns in major cities to stem the spread of COVID-19 This will result in a slowdown in economic activity and oil demand.
The number of first-time claims for unemployment benefits fell 5,000 to 232,000 last week, the Labor Department said. which is the lowest level since June and below the 245,000 analysts expected.

– The US manufacturing index was 52.8 in August, unchanged from July. The index remained above 50, indicating that US manufacturing continues to expand.
– Russian President Vladimir Putin signed a decree on Thursday Aug. 25 to increase the size of Russia’s armed forces from 1.9 million to 2.04 million as the Ukrainian war enters a month. 7th place

market trend today

Index forecast today also fluctuates during the day Starting to see the direction of Fund Flow Foreign investors flow out. from the continued depreciation of the baht Moreover, investors are worried that China has ordered lockdowns in many big cities to curb the spread of COVID-19. will result in economic activities Look at the index frame today at 1600-1,630 points.

investment strategy

• More foreign patients : BH BDMS D
• Half-person project Phase 5 : TNP KK BJC MAKRO CBG OSP TKN ICHI SAPPE
• Hotel stock performance recovers + tourist visa extension : ERW CENTEL AWC
• European Energy Crisis : PRM VL BANPU LANNA PTTEP
• Apple announces an event Sept. 7, launching iPhone 14 : CPW SPVI COM7 SYNEX JMART

special report stock

GFPT (reasonable price, Bloomberg consensus 19.00 baht)
2Q22 Profit Growth +150%YoY Steady QoQ 1H65 Profit +275%YoY

•2Q22 revenue is equal to 4,218 million baht +13 %YoY, profit 454 million baht+151%YoY, mainly due to the increase in animal farm income from 956 million baht to 1,284 million baht +34%YoY in line with revenue. Chicken meat sales business of 2,218 million baht +11%YoY, and also supported by profits from joint venture firms like McKey and GFN of approximately 155 million baht +63%YoY as domestic chicken prices and export volumes have improved. 1H65 Profit 909 million baht +275%YoY

•Management aims for year 65 revenue to grow 15-20%YoY after consumers are worried about ASF disease in pigs, so they turn to chicken meat as a substitute product. encourage higher consumption In line with the trend of exports to Japan and Europe, it is expected to grow continuously throughout the year, the value of exports is around 108 billion baht +0.72% YoY, while the investment budget is 1.2 billion baht, which will help increase efficiency and increase production capacity in the future. Export of fresh and cooked chicken to Saudi Arabia’s open market

•opinion The research department estimates that during 2H65, chicken meat prices in Thailand remained stable at a high level of 45-47 baht/kg. Weak soybean and corn prices helped support gross margins to improve in 4Q22 at 14-. 15%. Bloomberg Consensus expects an average yearly profit of 1610 million baht +670%YoY. The share price has risen +31%YTD, trading at a P/E 24 times higher than the group’s average of 7.5 times. one”

stocks have news

(+) NRF (Bloomberg Consensus 7.20 baht) Seals Natura, the US cannabis giant, number 2, to go into the market for chewy jelly candy or Plant-Based Gummy across the United States, holding a huge market of 34 billion baht. Natura hires to produce, starting at the end of this year. Confident in business growth as targeted by 50%, benefiting from a weak baht (source in time for the stock)

(+) SOLAR (Bloomber Consensus – Baht) Bringing innovations to add value to solar panels to increase revenue Partner deal with adjustable angle winter line open channel Ready to launch a motorcycle, motocross, EV As for the solar panel factory to open in October, Thai and foreign trade negotiations are confident that this year, Ebitda is positive. In 2023, revenues will jump to 2 billion baht, realizing full-year panel factory revenue. New product to support (Source: Tan Hoon)

(+) IMH (Bloomberg consensus 25.20 baht) moving forward to build a large hospital, go through the 2nd takeover deal, which is expected to be concluded in the second half of this year point if it goes according to plan The revenue will be made new high, not less than 30-40% from this year, which is expected to be 1.2 billion baht. The executive side of “Sitiwat Kamwong” looks at the amount of Covid-19 to reduce the impact.

(+) MEGA (Bloomberg consensus 57.25 baht) Jumping to accept patients to the hospital, adding to the trend, love health, support demand – orders come in especially the fast-growing distribution business in Myanmar, Cambodia and Vietnam. The big boss “Vivek Davan” sends a sigma Q3/2565, showing a better form than the same period last year.