Thai Stocks Below 1600; Geopolitics Pressures, SET50-SET100 Recommended
Thansettakij•Economy•
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Source: Thansettakij (Original)
Key Quotes
"Research recommends a strategy during volatile market swings, advising investors to focus on stocks with underlying positive factors."
ฝ่ายวิจัยแนะนำกลยุทธ์ในช่วงที่ตลาดแกว่งตัวผันผวนให้นักลงทุนเน้นการลงทุนในหุ้นที่มีปัจจัยบวกเฉพาะตัวรองรับ
Key Entities
Place
The United States, whose economic indicators and Federal Reserve policies are influencing global markets.
Iran, mentioned in the context of a ceasefire agreement with the United States causing geopolitical market pressure.
China, where the Loan Prime Rate (LPR) will be announced on June 22.
The EU, for which preliminary consumer confidence will be reported.
Japan, which will report preliminary Manufacturing and Services PMI data.
Organization
GDPNow
GDPNow, a model forecasting US economic growth, which is predicted to expand by 3% in Q2/2026.
S&P Global Ratingsℹ️
S&P Global Ratings, which reaffirmed Thailand's credit rating at BBB+.
FedWatch
FedWatch, provided by CME Group, indicating investor expectations for US Federal Reserve interest rate hikes.
CME Groupℹ️
CME Group, the provider of FedWatch data on potential US Federal Reserve interest rate adjustments.
The US Federal Reserve (FED), whose potential interest rate adjustments are closely monitored by investors.
The Bank of England (BoE), which maintained its policy rate and warned about rising energy costs impacting inflation.
The Monetary Policy Committee (MPC), scheduled for its third meeting of 2026 on June 24.
The Federation of Thai Industries (FTI), which will release data on automotive production and exports.
The Ministry of Commerce, which will provide data on international trade conditions.
Globlex Securities(บล. โกลเบล็ก)
Globlex Securities, whose research department recommends focusing on stocks with specific positive factors during volatile market conditions.
The Stock Exchange of Thailand (SET), which announced new inclusions for the SET50 and SET100 indices for the second half of 2026.
BCP
BCP, a stock recommended for speculation and inclusion in the SET50 index.
MRDIYT
MRDIYT, a stock recommended for speculation and inclusion in both the SET50 and SET100 indices.
TFG
TFG, a stock recommended for speculation and inclusion in the SET50 index.
THAI
THAI, a stock recommended for speculation and inclusion in both the SET50 and SET100 indices.
THCOM
THCOM, a stock recommended for speculation and inclusion in the SET100 index.
WHAUP
WHAUP, a stock recommended for speculation and inclusion in the SET100 index.
BTS
BTS, a stock to be removed from the SET50 index, which investors should be cautious of potential selling pressure.
CBG
CBG, a stock to be removed from the SET50 index, which investors should be cautious of potential selling pressure.
CENTEL
CENTEL, a stock to be removed from the SET50 index, which investors should be cautious of potential selling pressure.
SAWAD
SAWAD, a stock to be removed from the SET50 index, which investors should be cautious of potential selling pressure.
JAS
JAS, a stock to be removed from the SET100 index, which investors should be cautious of potential selling pressure.
JMART
JMART, a stock to be removed from the SET100 index, which investors should be cautious of potential selling pressure.
SISB
SISB, a stock to be removed from the SET100 index, which investors should be cautious of potential selling pressure.
SJWD
SJWD, a stock to be removed from the SET100 index, which investors should be cautious of potential selling pressure.
DELTA
DELTA, a stock advised by gurus to enter a risk phase for profit-taking before fund rebalancing at the end of the quarter.
Person
Mr. Wacharen Jongyanyong(นายวัชเรนทร์ จงยรรยง)
Director of Research at Globlex Securities, who recommends focusing on stocks with positive factors during volatile markets.