SET Bounces Back on a Buy Back as Positive Outlook in Asia Markets Buoy the Sentiment
SET rebounded on Tuesday's morning session as AWS expected a buy back in energy sector, following the rise in oil prices over the night.
SET rebounded on Tuesday's morning session as AWS expected a buy back in energy sector, following the rise in oil prices over the night.
25 พ.ค. 2564

SET Index rose 9.48 points or 0.61% to 1,561.33 points as of 10:23 local time in Thailand on May 25, 2021.
 
Asia Wealth Securities (AWS) expected the SET today to move in the range of 1,535-1,560 points. The SET index still has a chance to move in the sideways due to the risk factors of the COVID-19 situation in the country and region, as well as the risks as a result of major central bank monetary policy adjustments like the U.S., AWS expected to see buying back for energy stocks after the increase in crude oil price.
AWS recommended short-term speculation among stocks that benefit from the revised crude price, in particular, energy stocks such as PTTEP, PTTGC, TOP, IRPC, IVL and SPRC are the limited downside factors.
For the investment strategy market, AWS continued to recommend Selective to focus on the recommended Core Investment, where AWS weighed 50% of the portfolio.
 
Core Investment
1) Thai Baht depreciation (Trading 1 month) – CPF, TU, KCE and HANA
2) Stocks expected good performance in 2Q21 (Trading 1-2 months) – BCH, CHG, HMPRO, GPSC, BPP, PTTGC, IVL, PTTEP, PTG, SONIC, KWM, ORI, SPALI, KKP, KBANK and MTC
3) Dividend Play (Middle-term trading 6-12 months) – SC, LH, QH, KKP, TISCO, RATCH, DIF, INTUCH, EASTW and TTW
4) Long term accumulative stocks (DCA) (Long-term trading over 1 year) – AOT, BEM, ADVANC, WHA, LH, CPALL, CPF, BDMS, HMPRO, BBL and KTB
 