ฟิทช์ปรับ Outlook ไทยเป็น Stable ชู KTB-KBANK หุ้นเด่นรับ Sentiment บวก

Top pick; Fitch's Thailand outlook upgrade raises the chance KTB's own outlook is lifted to Stable.

Chosen as a top commercial-banking pick (after KTB) on positive sentiment from Thailand's outlook upgrade.

Fitch upgraded Thailand's outlook to Stable, and TTB, whose outlook Fitch downgraded last year in line with Thailand, may see its own outlook raised to Stable, boosting sentiment.

Listed in the tourism group (CENTEL) with upside expected if the war eases, an end-demand driver.

Listed in the tourism group (ERW) with upside expected if the war eases, an end-demand driver.

Named as a catch-up play on valuation at 0.6x PBV versus 1.2x for the sector, a valuation/analyst call.