ASPS แนะลงทุน DR หุ้นเทคโนโลยีโลกและหุ้นไทยรับบาทอ่อน

Weak baht (Fed policy pressuring THB to 35-37/USD) is positive for hospitals treating foreign patients, with BH revenue and Middle East patient numbers recovering strongly.

PR9 is named among hospitals treating foreign patients that benefit from the weakening baht.

Weak baht is positive for the hospital group treating foreign patients, with BCH named among the beneficiaries.

ITC benefits from the weak baht and is awaiting progress on closing its merger deal in Q4 2026.

CPF is named among export stocks that benefit from the weakening baht.

TU is named among the export group that benefits from the weakening baht.

TRUE's Q3 2026 profit is expected to expand prominently with an interim dividend of 0.15 baht anticipated.

ASPS names SHOP06 DR as a standout, with third-quarter earnings trend remaining strong on the back of bringing AI to boost trading volume on its platform.

CENTEL is named among tourism stocks benefiting from the weakening baht and high season.

ASPS highlights MRVL06 DR as a standout, boosted by its Investor Day where new technology is expected to be unveiled.

Weak baht (35-37/USD on Fed policy) is positive for the tourism group including THAI.

Weak baht (driven by Fed policy) is positive for the tourism group, with AOT named among the beneficiaries.

Weak baht is positive for the hospital group treating foreign patients, with BDMS named among the beneficiaries.