Bangkok Life Assurance Public Company LimitedBLA
▲ ポジティブ金融政策関連度
Higher bond yields are seen as positive for Bangkok Life Assurance as an insurer.
TTBウェルス証券は、米国10年債利回りが5.11%に急騰し、20年ぶりの高水準となったと指摘した。FRBの複数の委員がインフレ抑制のため利上げ継続を支持する中、原油価格の上昇や米国の経済と労働市場の底堅さが背景にある。同社は銀行・保険セクターを強気とみており、KTB、KBANK、BBL、TLI、BLAの5銘柄を挙げた。一方、統計的には債券利回り上昇局面でアウトパフォームする傾向がある銘柄として、AMATA、WHA、DELTA、AOT、CENTEL、CPN、PR9を挙げた。
Bangkok Life Assurance Public Company LimitedHigher bond yields are seen as positive for Bangkok Life Assurance as an insurer.
Kasikornbank Public Company LimitedRising US bond yield environment is viewed as positive for Kasikornbank as a bank.
Krung Thai Bank Public Company LimitedHigher bond yields are seen as positive for Krung Thai Bank as a bank.
Thai Life Insurance PCLRising bond yield environment is viewed as positive for Thai Life Insurance as an insurer.
Bangkok Bank PCLRising US 10-year bond yield to 5.11% on Fed rate-hike support is viewed as positive for Bangkok Bank as a bank.