Asia Plus Securities identifies which of 20 industry groups survive three wars and picks 10 standout stocks

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2▲11 ▼0Impact / 5
Summary · why it matters

Asia Plus Securities says the stock market is facing pressure from three major wars: the Middle East conflict, the trade war, and the technology war. Its research team scored 20 industry groups on which would survive or benefit. The winning groups, with scores between 0 and +2, are energy, insurance, healthcare, petrochemicals, and retail. Recommended stocks in these groups include TOP, BCP, BLA, TLI, BDMS, BH, PTTGC, IVL, CPALL, and COM7. The standout stocks of the day, chosen from groups with non-negative scores, are DELTA, BDMS, and CPALL.

Impact on assets 11

Financials▲ · 2 stocks
Thai Life Insurance PCL
TLI
▲ PositiveDemandrelevance

TLI is a recommended stock in the insurance group, which scored positively for surviving the three wars.

Energy Transition & Power Demand▲ · 2 stocks
Thai Oil Public Company Limited
TOP
▲ PositiveGeopoliticsrelevance

Identified as a recommended stock in the energy group, which scores positively for surviving the Middle East conflict and trade war.

Digital Finance & Tokenization▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Critical Materials & Supply Chain▲ · 1 stocks
Indorama Ventures PCL
IVL
▲ PositiveDemandrelevance

IVL is a recommended stock in the petrochemicals group, which scored positively for surviving the three wars.

Materials▲ · 1 stocks
Aging Population▲ · 1 stocks
Health Care▲ · 1 stocks
Bumrungrad Hospital PCL
BH
▲ PositiveGeopoliticsrelevance

Recommended in the healthcare group, which scores positively for surviving the three wars.

Consumer Discretionary▲ · 1 stocks
Com7 PCL
COM7
▲ PositiveGeopoliticsrelevance

Recommended in the retail group, which scores positively for surviving the three wars.

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