SET Mai’s investment strategy
Analysis section Evaluate the movement range of the SET index for May 2024 within the range of 1,320 – 1,458 points It is expected that a supporting factor of the profits of listed companies Q1/24 will recover well QoQ, including those in the banking, communications, hospitals . , and packaging industries Supported by the recovery of the consumption and tourism sector, including the acceleration of fiscal year 2024 budget spending in May, and volatility from the Sales factor in May this year is expected to be limited. This is because the SET index is quite a laggard compared to regional indices. However, you still need to be careful. Uncertainty over US interest rate policy could cause global stock indices to fluctuate. Including the unrest situation in the Middle East.
It is recommended to gradually buy retail groups such as CPALL, CPAXT from the excellent recovery of domestic consumption demand and foreign tourists, food groups such as GFPT, AAI, ITC, demand from foreign customers is expanding well. and the drinks group like ICHI, SAPPE, TACC, OSP received support from the hot weather.
#Kingsford #Securities #expects #SET #index #range #points #endorsing #remaining #stocks
