InnovestX、SETは短期的に変動と見て、3つのテーマでBuy on Dip戦略を推奨

Listed in the Domestic Play, Flood Defensive & Recovery, and Tourism & Mega-Event themes as a beneficiary of domestic consumption and tourism demand.

Named in the Tourism & Mega-Event Play theme, expected to benefit from the Q4 2026 tourism high season and major events.

Named in the Flood Defensive & Recovery Plays theme as a beneficiary of post-flood home repair demand.

Named in the Tourism & Mega-Event Play theme, expected to benefit from Q4 2026 tourism high season and major events.

Named in the Tourism & Mega-Event Play theme, expected to benefit from Q4 2026 high season, China's Golden Week, and World Bank-IMF meetings.

Included in the Flood Defensive & Recovery Plays theme, benefiting from post-flood home repair demand for construction materials.

Listed in the Domestic Play theme as a medical group pick benefiting from domestic consumption.

Named in the Domestic Play theme based on domestic consumption, with its own specific positive factor.

Named in InnovestX's Domestic Play and Tourism & Mega-Event themes, expected to benefit from domestic consumption and Q4 2026 tourism high season.

Named across all three trading themes (Domestic Play, Flood Defensive, Tourism & Mega-Event), each citing its own positive demand factors.

Included in the Domestic Play theme as a communications group pick benefiting from domestic consumption.

Named in the Flood Defensive & Recovery Plays theme, benefiting from stockpiling of essential goods during emergencies.