Daily Focus-Financia Cyrus Securities

Financia Cyrus Securities Assessing the market trend today (26 Sep 2023), the SET is expected to move sideways with a key support level of 1,490-1,500 points. Pressure factors come from global bond yields. At the level, continued to rise. As a result, riskier assets are still facing selling pressure, as for the dollar index, to continue to go up, pressure on the baht is depreciation and pressure on capital outflows. The factor to watch today is the Thai export numbers for August. The market is expecting a -5% y-o-y (-6.2% y-o-y July) and is still expected to see a trade deficit of about US$1.8 billion.

Stay tuned for more clarity and details on the Cabinet meeting, loan moratorium and digital currency 10,000 baht. Tomorrow, wait to see the results of the MPC meeting, where there is a split voice over another interest rate hike. 0.25% not up from the current 2.25%? Groups expected to fluctuate more strongly than the market in the short term include upstream and midstream energy, communications, medical, banking from 3Q23 pending profit trends. For the consumption-related groups, there is a possibility of recovery in the next period from the gradual release of economic stimulus measures in the 4th quarter of 2023 to 2024.

Strategy: Pick stocks with strong 3Q23 earnings momentum//Keep investing after accumulating around 1,500+-points in previous period.

Special stocks for September: AOT, CPALL, CPN, NSL, TIDLOR

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