Krungsri highlights three investment themes, top picks GULF, GPSC, MTC

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Summary · why it matters

Krungsri Securities expects the SET Index to fluctuate upward today within a support range of 1,610 to 1,607 points and resistance at 1,631 to 1,645 points. The risk-asset investment climate is positive after the US Treasury Secretary forecast the Strait of Hormuz could reopen within two to three days, pushing the 10-year US Treasury yield down 7 basis points to 4.61 percent and Brent crude oil prices down to 78 to 80 US dollars per barrel. Domestically, July 2023 inflation data is due today, with core inflation expected to remain within the Bank of Thailand's target range, supporting the use of low interest rates to drive the economy, especially data center investments that are becoming clearer and not affecting existing projects. Krungsri highlights three investment themes: anti-commodity stocks, conflict-resolution stocks, and thematic investment stocks, with top picks being GULF, GPSC, and MTC.

Impact on assets 4

Energy Transition & Power Demand▲ · 2 stocks
Global Power Synergy PCL
GPSC
▲ PositiveDemandrelevance

Krungsri highlights GPSC as a top pick under anti-commodity and thematic investment themes, expecting data center investments to drive demand.

Financials▲ · 1 stocks
Others▼ · 1 stocks
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