Newsletter

7 outstanding stocks to receive the welfare trend to break the market – stock dimension


from the problem of accelerating interest rates by the United States Federal Reserve (FED) which was rising rapidly and continuously to a level of 4.75 – 5.00% in the last period While worrying whether the Fed will rise or slowing interest rates. The crisis came unexpectedly. Until a bank run situation occurred in the United States, causing the SVB bank to collapse, causing concern around the world. making various index markets fall apart in stripes including the Thai stock market

Recently, analysts TISCO Securities Having said that, when the stock price fell low, it was considered a good opportunity to come and collect. It is recommended to maintain more in the long term. Because the market is still unsure of what will happen. Considering that Thailand can still be a safe haven, Fund Flow is expected to start flowing back in the second half of the year. The outstanding industry is inevitable in the tourism sector.

But after the COVID-19 situation Not only has the tourism sector grown also leading to people becoming more health conscious It is considered another strength that allows Thailand to compete on the world stage- wide for the present Wellness or health is coming

Johns Hopkins University of the United States has ranked Thailand as the country with the 6th most stable health system in the world and the Global Wellbeing Institute (GWI) ranked Bangkok 1st out of 150 cities that n suitable for working while traveling Including Thailand in 5th place in the country that is desirable to live in after retirement. with the opinion that the group Wellness It is one of the less volatile. and have a chance to grow well in the future, so recommend 7 outstanding stocks in the group Wellness as follows

PTT New business, new hope
Pushing for “Life Science” to be a new core business for the group. By establishing a subsidiary “Innobic” to invest in new businesses, especially drugs and pharmaceuticals. which of the businesses to invest in “Red Gem Molecules (RED-GEMs)” that protect DNA and reduce aging through research with Chulalongkorn University It is still being tested at this time. If successful, it will be distributed via PTT only. target price 39 baht

SPA To relax
Enhance your premium wellness image by opening a Sleep Clinic to grow from Medical Cannabis, giving advice and improving sleep quality. There are brands covering all markets from low end to high end and a wide range of services from Hotel massage, Onsen, Skincare, Stretch me and various spa products. target price 12.5 baht

AWC Caring for a balance between life and work
New projects that emphasize the importance of Work-Life balance together, connecting work and normal life to be comfortable. For example, the project Co-Living Collective: Empower Future and the creation of an ecosystem that connects Office-Home-Hotel-Retail under the application “AWC Infinite Lifestyle (AWI)”. Target price 5.5 baht

TU Value Added Supplements
It is in the process of developing food to meet more health needs by working in partnership with InterPharma (vitamins) and Thaibev (vitamin drinks) to develop more valuable foods as health foods. Under the principle of BeautyFitt, such as the SEALECT brand, as well as the line of supplements such as ZEAvita (vitamin supplements, collagen, probiotics), although both of them are not much, only 5%, but they have potential high growth Target price 25 baht

BDMS A leader in the Wellbeing business
The main business is still Wellness, but it has been extended to meet the needs of more health-oriented consumers, such as the project “Wellness & Residence Money Project”, including the Thai population which is an aging society and demand from foreigners. helps to stimulate these projects to expand well in the future Although the project that has been invested in the past, such as “Movenpick BDMS Wellness Resort”, has started to have a positive impact on the company’s income as well. Target price 35 baht

MEGA Revenue and profit are growing to a new base.
More than 80% of EBITDA comes from the pharmaceutical, generic and vitamin businesses. Growing with the aging society and patients with non-communicable diseases (NCD) as well as benefiting from the weak baht. and raw material costs that were reduced to inventory It also grew from investment in Indonesia. Expect revenues and profits to double within 2025 Target price 58.25 baht

JOBS Development of beverage products towards a Healthy Drink
Active Drinks has grown from the continuous development of new products in the Healthy Drinks group, together with useful drinks and satisfying flavours. Meeting the needs of consumers who are turning to take more care of their health around the world. The profits have grown from the expansion of export markets to more than 90 countries around the world. This year’s profits are expected to make a new high. since entering the stock market Target price 61 baht

Follow the stock dimension channel to receive capital market news via the link below.
Website: https://www.mitihoon.com/
Facebook: https://www.facebook.com/mitihoon
Youtube: https://www.youtube.com/@mitihoonofficial7770
Tiktok: www.tiktok.com/@mitihoon