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YuantaThai

YuantaThai

Business:Investing

Wealth Designs by Yuanta : 16/01/2567

Wealth Designs by Yuanta : 16/01/2567

2024-01-16
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Hot Topics เช้านี้ 1.YTD ต่างชาติและกองทุนในประเทศขายสุทธิ 6.7 พันลบ. และ 2.1 พันลบ. ตามลำดับ เราประเมินกลยุทธ์อย่างไร? 2.จีนคงดอกเบี้ย Medium term lending facilities loan (MLF) 1 ปี ที่ 2.50% vs คาดการณ์ของตลาดที่คาดว่าจะลดดอกเบี้ย 3.ติดตามการประชุม ครม. หากเสนอโครงการก่อสร้าง Mega Projects คาดเป็นปัจจัยหนุนกลุ่มรับเหมาก่อสร้าง 4.บทวิเคราะห์ ได้แก่ TOP, SPRC, KJL, TISCO, กลุ่มอสังหาฯ, Fund Pick, Theme Strategy, ELN Pick

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