Central Plaza Hotel Public Company LimitedNamed as a tourism beneficiary entering the high season, lifting hotel demand.
TTBウェルス証券は、タイと米国の債券利回り格差の拡大がバーツ安を圧迫し、直近のバーツ相場は1ドル33.68バーツとなったと指摘した。これにより外国人資金の流出が続いている。ただし、バーツ安は恩恵を受ける複数のセクターがある。電子機器輸出セクターはバーツ安と堅調な受注の両方から恩恵を受けており、注目銘柄はDELTA、KCE、HANA。食品輸出セクターは高配当と出遅れ価格が魅力で、注目銘柄はTU、ITC。観光セクターは観光ハイシーズン入りから恩恵を受け、注目銘柄はAOT、ERW、CENTEL、MINT。恩恵を受ける銘柄は合計9銘柄となる。
Central Plaza Hotel Public Company LimitedNamed as a tourism beneficiary entering the high season, lifting hotel demand.
The Erawan Group Public Company LimitedNamed as a tourism beneficiary entering the high season, lifting hotel demand.
Minor International Public Company LimitedNamed as a preferred tourism stock benefiting from the high tourism season.
Hana Microelectronics Public Company LimitedNamed as an electronics exporter benefiting from weak baht and strong order volumes.
KCE Electronics Public Company LimitedNamed as a preferred electronics exporter benefiting from the weak baht at 33.68 THB/USD.
Thai Union Group PCLNamed as a preferred food exporter benefiting from the weak baht.
i-Tail Corp. PCL
Airports Of Thailand PCLNamed as a tourism beneficiary entering the high season, boosting airport passenger demand.
Delta Electronics (Thailand) Public Company LimitedNamed as an electronics exporter benefiting from weak baht and strong order volumes.