บทวิเคราะห์ (Research)

We are slightly positive to the SET Index in June due to the following reasons. First, during local holidays, several presses reported that US President Trump is likely to meet Chinese leader Xi very soon, so we believe more progress on trade deal is coming. Second, concern on Thai credit rating should ease, after S&P on Jun 2 maintained the Thai rating at BBB+ with a stable outlook. However, investors should continue to brace for a market volatility amid prevailing uncertainties about reciprocal tariffs now in a legal process while President Trump still changed his stance quite often on the tariffs policies. Our top picks for June are PTTGC*, TOP*, MINT*, OSP* and GFPT