ASPS recommends investing in CPALL, THAI, BH to weather floods and inflation

Kaohoon··TH·Read original
3▲3 ▼0Impact / 5
Summary · why it matters

Asia Plus Securities Public Company Limited, or ASPS, recommends an investment strategy focused on three stocks with specific positive factors and strong earnings structures: CPALL, THAI, and BH, as a shelter from flood situations and inflation pressure. Its research department assesses that the construction materials sector is a group that benefits from flooding, while retail, hospitals, and food also receive support. Groups to watch include electronics, power plants, construction contractors, agriculture, and commercial banks, while groups negatively affected include tourism, property development, and non-bank hire-purchase. Meanwhile, the Thai stock market faced accelerating net selling by foreign investors, hitting a 39-week high for the year 2569, with a value of more than 26.8 billion baht in the past week. At the same time, domestic inflation in September 2569 is likely to accelerate to 3.0% from 2.5% the previous month, which could pressure the Monetary Policy Committee, which has currently cut interest rates to 1.00%, to consider raising rates if inflation stays at a high level for too long. In addition, Thailand must also cope with risks from storms and flash floods during 4-7 October 2569, with a preliminary assessment that if flooding persists for one week, it will cause economic damage of 5,000-10,000 million baht and drag third-quarter 2569 GDP growth down to 2.1-2.3%.

Impact on assets 4

Health Care▲ · 1 stocks
Bumrungrad Hospital PCL
BH
▲ PositiveDemandrelevance

ASPS names BH among hospitals receiving support as a shelter from floods and inflation.

Digital Finance & Tokenization▲ · 1 stocks
CP ALL Public Company Limited
CPALL
▲ PositiveDemandrelevance

ASPS recommends CPALL as a retail stock with strong earnings structure benefiting from flood and inflation conditions.

Aerospace & Aviation▲ · 1 stocks
Financials▲ · 1 stocks
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