Yuanta points to weaker oil on Iran-US negotiation signals, supporting anti-commodity stocks

Kaohoon··Read original
2▲6 ▼1Impact / 5
Summary · why it matters

Yuanta Securities Thailand says crude oil prices have started to soften after Iran signalled that diplomatic channels with the United States through intermediaries remain open, easing concerns over the Middle East conflict and providing a short-term positive sentiment boost for anti-commodity stocks. Stocks expected to benefit from this trend include TASCO, AOT, MINT, BA, MTC, BH, and BDMS.

Impact on assets 7

Industrials▲ · 2 stocks
Airports Of Thailand PCL
AOT
▲ PositiveGeopoliticsrelevance

Iran-US negotiation signals ease Middle East conflict concerns, benefiting anti-commodity stocks like AOT.

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

Iran-US negotiation signals ease Middle East conflict concerns, benefiting anti-commodity stocks like BH.

Consumer Discretionary▲ · 1 stocks
Materials▼ · 1 stocks
Tipco Asphalt Public Company Limited
TASCO
▼ NegativeDemandrelevance

Lower oil prices reduce demand for asphalt, a key product for TASCO, as oil is a raw material and lower prices signal weaker economic activity.

Financials▲ · 1 stocks
© 2026 MarketIVNews