FRBが0.25%利上げし3.75～4.00%に、証券各社はグロース株に下押し圧力と指摘、銀行・保険・エネルギーを推奨

Named in Tisco's favored banking and insurance group as higher rates benefit banks.

Named in Tisco's favored banking and insurance group as higher rates benefit banks.

Fed rate hike lifts US yields and dollar; brokers favor the banking and insurance group (KBANK, KTB, TTB, BLA, TLI), supporting Thai bank TTB.

Named in Tisco's favored energy and commodities group as the Fed's hike and high oil prices support the sector.

Tisco lists EGCO in the AI, infrastructure and power group favored under the Fed's prolonged high-rate environment.

Tisco lists GULF in the AI, infrastructure and power group favored under the Fed's prolonged high-rate environment.

PTTGC is named in Tisco's favored energy and commodities group benefiting from the high-rate, high-oil environment.

SCCC is listed in Tisco's favored energy and commodities group as the Fed's hike pressures growth stocks instead.

SCGP is included in Tisco's favored energy and commodities group amid the Fed's rate hike and elevated oil prices.

Tisco highlights CPF in the energy/commodities group favored as high rates and oil above $100 support commodity plays.

Tisco highlights GFPT in the energy/commodities group favored as high rates and oil above $100 support commodity plays.

Tisco highlights PTTEP in the energy/commodities group favored as the Fed's rate hike keeps oil above $100 and high rates pressure growth stocks.

SPRC is named in Tisco's favored energy and commodities group as high rates and $100+ oil support the sector.

Krungsri Securities favors domestic and defensive plays with clear revenue and cash flow, explicitly naming BCH.

Krungsri Securities favors domestic and defensive plays with clear revenue and cash flow, explicitly naming BDMS.

Named in Tisco's favored energy and commodities group as the Fed's hike and high oil prices support the sector.