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Trinity Picks May Stocks: Energy & Electronics Boosted by Profits & Fund Flow

Trinity Picks May Stocks: Energy & Electronics Boosted by Profits & Fund Flow

MGR Online•Economy•19d ago

Reader Briefing

Trinity Advisory recommends investing in Thailand's energy, petrochemical, and electronics sectors for May due to strong profit momentum and favorable fund flows.

  • •Trinity Advisory identifies energy and electronics as key sectors for May investment in the Thai stock market.
  • •Rising global crude oil prices and ongoing geopolitical uncertainty are seen as drivers for fund flow into these sectors.
  • •Key factors to monitor include global inflation, potential MSCI Emerging Market index adjustments, DELTA stock volatility, Thai economic data, government stimulus measures, and earnings season.
  • •The SET Index is expected to trade sideways with support at 1,450 and 1,420 points, and resistance at 1,510 and 1,540 points for May.

Overview

  • •Geopolitical uncertainty in the Middle East has maintained high global crude oil prices.
  • •High crude oil prices are expected to drive global fund flow into Oil & Gas and Technology sectors.
  • •The Thai stock market is mirroring global trends, with fund flow expected into energy, petrochemical, and electronics sectors.
  • •These sectors are experiencing strong profit estimation momentum, making them attractive for investors.
  • •The EPS forecast for the Thai stock market has been revised upwards to 97.1 baht per share.
  • •Trinity Advisory has identified specific stocks within the energy, electronics, and food/agriculture export sectors as investment opportunities for May.
  • •Key factors to watch in May include global inflation forecasts, potential MSCI Emerging Market index adjustments on May 13, Thai economic data releases, and the earnings season.

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Key Entities

Organization

Trinity(ทรีนีตี้)
A securities company providing investment analysis and stock recommendations.
Trinity Securities (Trinity)(บล.ทรีนีตี้)
A brokerage firm providing investment analysis services.
PTTEPℹ️
An oil and gas company recommended by Trinity Advisory.
PTTGCℹ️
A petrochemical company recommended by Trinity Advisory.
SCCℹ️
A company recommended by Trinity Advisory, likely in the construction materials or related sector.
IRPCℹ️
An integrated petrochemical and refinery company recommended by Trinity Advisory.
DELTAℹ️
An electronics components company recommended by Trinity Advisory, with significant price volatility.
KCEℹ️
An electronics components company recommended by Trinity Advisory.
HANAℹ️
An electronics manufacturing services company recommended by Trinity Advisory.
ITC
A food/agricultural export company recommended by Trinity Advisory.
TFGℹ️
A food/agricultural export company recommended by Trinity Advisory.

Person

Natchat Mekmasin(นายณัฐชาต เมฆมาสิน)
Senior Executive Vice President, Securities Analysis Department at Trinity Securities.

Law

SET50ℹ️
An index from which DELTA may be removed if its volatility increases significantly.
SET100ℹ️
An index from which DELTA may be removed if its volatility increases significantly.
Emergency Decree to borrow 400 billion baht(พ.ร.ก.กู้เงิน 4 แสนล้านบาท)
A government decree for borrowing funds, clarity on which is a key factor to monitor.