“Trinity” selects 10 outstanding stocks in February, looking at the SET frame, moving 1,630-1,730 points.

Nuttachat Makmasin Mr Assistant Managing Director of Securities Analysis Department Trinity Securities Company Limited revealing the direction of investment in February 2023 the Thai stock market is expected to swing within a frame of 1,630-1,730 points, with the general investment atmosphere around the world likely to continue to move with the direction of the USD, which is at the beginning of the month depending on the attitude of the Fed at the meeting on February 1, 2023, if there is an increase in the rate of 0.25% as the market expects. The statement that came out must be followed up

Including the statement of Mr. Jerome Powell, how much will the direction tilt towards Dovish or Hawkish? during the month The important economic numbers of the United States must be followed. Employment numbers and inflation reports This will affect future Fed interest expectations. At the moment, most investors are still looking at the final Fed rate at 4.75-5.00% or implying an interest rate increase in this round and March only around 0.25%.

In the latest part of the Thai economy The Bank of Thailand reports on the Thai economy in December. find a strong adjustment in private consumption Occurs mainly in the service category. This is in line with the consumer confidence index which continues to recover. Seen as a supportive factor for related stocks such as restaurants, hotels and retail, etc. There are many stocks in this group whose prices are in a resting phase, but still face a Consensus target of 10% or more and have a valuation. Below the 5-year average, such as HE, M, ZEN, SHR, VRANDA, COM7, CPALL, CRC, GLOBAL, HMPRO, are considered attractive investment options.

Mr. said Nuttachat that strategically Set support this month at the level of 1630 points, and the resistance is provided for profit Take in 2 lines: point 1700 and 1730. If the index reaches 1700 points, use the area to reduce the investment weight by half. and holds hope for the rest to take profit at 1730 points

Interesting stocks this month include: 1. DTAC, recommend BUY on the theme of merging with TRUTH and keep converting to new stocks. makes the new company have a synergy that will happen as a wider customer base reducing costs 2. Stocks in the Property group whose price continues to fall YTD, contrary to the upward profit forecast, such as SPALI, WHA 3. Stocks that usually have a track record of success in February every year Good performance and interesting valuations such as AMATA, GLOBAL, INTUCH, JMT 4. Stocks in the service sector benefit from a continued increase in mobility And the price is in phase rest, including M, VRANDA 5. Shares in the power equipment group whose price has been adjusted to accept the weak 4Q22 performance. and profits tend to bottom out from now on, including GPSC