Three brokerages see SET swinging between 1,595 and 1,630 points, recommend buying PTTEP with a 180 baht target and AOT with a 72 baht target

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Summary · why it matters

Three brokerages issued their daily investment strategy views. Finansia Syrus Securities expects the SET Index to slow within a range of 1,595 to 1,610 points, pressured by a sharp rise in US bond yields, with 5-year and 10-year yields breaking above 5%, while crude oil prices turned back up above US$100 per barrel once again. CGS International (Thailand) sees the SET Index in a range of 1,600 to 1,630 points, supported by the positive factor of the US and China agreeing to extend their trade truce by another two months until January 10, 2570. DAOL expects the SET Index to move sideways after the investment mood came back under pressure from bond yields and rising oil prices. For today's top picks, PTTEP is rated 'Buy' with a target price of 180.00 baht, and AOT is rated 'Buy' with a target price of 72.00 baht. Finansia Syrus's top picks for September are BTG, HANA, ITC, PR9 and STA, with STA rated 'Trading Buy' with a target price of 23 baht. MOSHI expects same-store sales growth of 4.3% year on year in the third quarter of 2026, and PR9 expects net profit for the hospital group in the third quarter of 2026 to rise 11% year on year and 31% quarter on quarter. Meanwhile, the ADB raised its forecast for Thailand's GDP in 2026 to 2.0% from 1.8%, but cut its 2027 forecast to 1.9% from 2.0%.

Impact on assets 11

Consumer Staples▲ · 2 stocks
Betagro PCL
BTG
± MixedCapitalrelevance

BTG named among Finansia Syrus's September top picks with no specific development given.

i-Tail Corp. PCL
ITC
± MixedCapitalrelevance

ITC listed among Finansia Syrus's September top picks without further detail.

Industrials▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Energy▲ · 1 stocks
Health Care▲ · 1 stocks
Synthetic Biology (non-pharma)▲ · 1 stocks
Semiconductors▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
Others▲ · 2 stocks

Off-coverage companies 1

DAOL Securities (Thailand) Public Company LimitedPrivate± Mixed
relevance

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