#ThanHoon-Asia Plus Guarantees Noted that domestic issues are currently in the reporting period for the 4th quarter of 2022, which has already been reported by 93 companies, the overall profit is below what the Bloomberg Consensus expects from 18 % YoY, and when combined with companies for which the research department Made an Earnings Forecast for 162 companies (comprising 65% of the market cap), it was seen that profits fell by around 17% QoQ and 31% YoY . The above signals downside risks in reducing earnings per share in 2023 still (The latest EPS66F collected by the Research Department is 96.1 baht / share, down from the previous 99.2 baht / share).
In terms of external factors, China this morning kept the Main Loan Rate interest rate at 3.65% as expected. The Thai stock index this afternoon continued to remain in the range of 1,645-1,660 points.
Our investment strategy still likes stocks with good profit growth 4Q22 and 2023, namely CPN and CRC, high dividend stocks BAM, AP, SAPPE and TU PTTGC and stocks that use hedging when the issue of geopolitical risk is PTT stock is starting to heat up. .
Kasikorn Securities Take a look at the Thai stock market this afternoon The index is expected to swing within a frame of 1,645-1,660 points, assessing the rise as a short-term rebound only. The market is expected to swing sideways. rather than an upward or downward trend. This week’s key resistance is still 1,666 points, but if the index falls around 1,635 points, it is a gradually accumulating level. It is estimated that there are no new factors Believe that the market will return to focus on US economic data and Fed Records, as for domestic factors. Mainly still putting pressure on the final curve of 4Q22 financial statements of listed companies.
Globlex Securities Thai stock trends are expected in the afternoon The index returned above the 75-day EMA with decreasing volume, while the MACD and the RSI continued to move in the opposite direction, giving a further signal. In line with the depreciation of the baht there was a factor that put pressure on the rebound of the index. By the afternoon, the index had support of 1,650 points and resistance of 1,660 points.
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