Asia Plus flags 9 speculative stocks to play the pause in conflict

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Summary · why it matters

Asia Plus Securities says Middle East risks are easing after the US halted strikes, Iran scaled back retaliation, and diplomatic talks resumed. This has pulled Brent crude down from above 100 dollars a barrel to 88 dollars a barrel. However, factors to watch remain, including US-Iran negotiations, shipping through the Strait of Hormuz, and tensions in the Red Sea. Polymarket indicates the chance of the Strait of Hormuz returning to normal operations is just 16 percent in August, 30 percent in September, and 60 percent in December. The research team therefore recommends a short-term strategy tilting more towards de-escalation trades, reducing some exposure to oil-play stocks and rotating into beneficiaries of lower oil prices, while maintaining tactical hedges. It flags nine stocks: Centel, Minor International, Erawan, Thai Airways, Bangkok Airways, B.Grimm, GPSC, Gulf, and Dohome.

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