SET Edges Slightly Higher, AWS Sees Positive Sentiment amid Vaccine Rollout
Asia Wealth Securities see positive sentiment in the market amid the vaccine rollout plan into June and July.
Asia Wealth Securities see positive sentiment in the market amid the vaccine rollout plan into June and July.
19 พ.ค. 2564

The Thai stock market rose slightly higher by 0.03% to 1,567.22 points on Wednesday, May 19, 2021, as of 10:30 local time.
 
Asia Wealth Securities (AWS) expected the SET today to move in a range of 1,545-1,580 points. The security company expected the SET to remain volatile after yesterday (18 May), the SET rose 17.6 points (+1.14%), positive feedback on crude oil price increases and confidence in the government’s vaccine supply increased after yesterday’s cabinet meeting resolved to manage the COVID-19 situation and vaccination. In particular, vaccination in Bangkok to at least 5 million people (70% of the people in Bangkok) in Jun to Jul 2021 is a positive sentiment for shares in the Domestic sector, including stocks in tourism-related groups.
 
However, AWS advised investors to be careful with the profit-taking force after the decline in crude oil prices, especially stocks in the Commodity Upstream group. AWS continued to focus on our recommended Core Investment, with a portfolio of 50%.
 
Core Investment
1) For foreigners to hold a property in the country (Short-term trading 2 weeks) – NOBLE, ORI and SC
2) Stocks which benefit from the COVID-19 situation (Short-term trading 2 weeks) – BCH, BDMS, COM7, III, STA and STGT
3) Global Play (Trading within 1-2 weeks) – PTTGC PTTEP TOP SPRC CPF KCE HANA and SAT
4) Stocks which obtained benefit from EV CAR Thailand 2035 (Short-term trading 1-2 months) – BPP, GPSC, BCPG, EA, NEX, CHO and KCE
5) Dividend Play (Middle-term trading 6-12 months) – SC, LH, QH, KKP, TISCO, RATCH, DIF, INTUCH, EASTW and TTW
6) Long term accumulative stocks (DCA) (Long-term trading over 1 year) – AOT, BEM, ADVANC, WHA, LH, CPALL, CPF, BDMS, HMPRO, BBL and KTB
 
 