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Search Result for “overweight”

Showing 1 - 10 of 30

BUSINESS

Election buoys stock market sentiment

Nuntawun Polkuamdee, Published on 08/01/2026

» Thailand's equity market has turned more active in January ahead of the general election, with analysts suggesting an election rally sentiment, though the possibility of renewed border tensions with Cambodia and any delay to the election timeline remain downside risks.

BUSINESS

Election volatility to hit Thai stock market

Business, Nuntawun Polkuamdee, Published on 25/12/2025

» Thailand's stock market is likely to face a volatile year in 2026 as political uncertainty surrounds the upcoming general election, raising concerns over a potential policy vacuum that would weigh on economic momentum and investor sentiment, according to Bualuang Securities (BLS).

BUSINESS

New gas price plan targets green shift

Business, Nuntawun Polkuamdee, Published on 04/12/2025

» Thailand's energy and power sector is entering a major transition, driven by the National Energy Policy Council's (NEPC) approval of a new natural gas pricing structure and shifting investment themes that increasingly favour renewable energy and power demand driven by data centres.

BUSINESS

Thai investors still upbeat on global outlook

Business, Nuntawun Polkuamdee, Published on 08/09/2025

» Thai institutional investors are maintaining "cautious optimism" about the global economy thanks to interest rate cuts, although they remain wary of persistent geopolitical tensions and trade conflicts that could weigh on growth, according to the Association of Investment Management Companies (AIMC).

BUSINESS

Thai markets to stay volatile for rest of year

Business, Nuntawun Polkuamdee, Published on 20/08/2025

» Bualuang Securities (BLS) expects Thailand's stock market to remain volatile in the second half of 2025 as domestic and external headwinds continue to weigh on sentiment, though a recovery is possible in the final quarter that could lift the Thai index to 1,280 points by year-end.

BUSINESS

Investors urged to buy gold as price surges

Business, Nuntawun Polkuamdee, Published on 18/07/2025

» DBS Vickers Securities recommends investors increase their exposure to gold and reduce their allocation of government bonds from developed economies, predicting the bullion price will hit US$3,765 an ounce by the fourth quarter of this year.

BUSINESS

Thai banks tipped for strong growth

Business, Nuntawun Polkuamdee, Published on 27/06/2025

» Analysts are maintaining an overweight stance on Thailand's banking sector, citing attractive valuations and high dividend yields following the Bank of Thailand's decision to keep its policy rate unchanged at 1.75% this week.

BUSINESS

Pundits warn of earnings downturn amid trade war

Business, Nuntawun Polkuamdee, Published on 28/04/2025

» The first-quarter net profits of listed Thai companies are projected to decline 13% year-on-year, but grow 16% quarter-on-quarter, according to analysts who warn an earnings downgrade is on the horizon given the trade war.

BUSINESS

UBS boosts Thai stocks with upgrade

Business, Nuntawun Polkuamdee, Published on 20/03/2025

» UBS has upgraded Thailand's equity market to overweight from neutral, saying the peak impact of policy-driven factors behind the sell-off and the specific challenges for companies have passed.

BUSINESS

One Asset Management pushes US stocks, gold and Bitcoin

Business, Nuntawun Polkuamdee, Published on 15/02/2025

» One Asset Management (ONEAM) recommends US stocks, gold and Bitcoin for investors this year amid volatility caused by US President Donald Trump's trade policies.