Key Indices



Top Stories
Strategy | Risk-On Equities, Risk-Off Duration
- The US Treasury has doubled long-end bond buybacks to support market liquidity, but the structural forces behind high yields remain unchanged. We see this as risk-on for Thai equities and risk-off for Thai duration, not a broad risk-off event. Our SET target stays at 1,818, with roughly 12% upside, as we favour stock selection over market beta. Top picks are ADVANC, TRUE, BDMS, BH, PTT and PTTEP.
Top Stories
Strategy | Risk-On Equities, Risk-Off Duration
- The US Treasury has doubled long-end bond buybacks to support market liquidity, but the structural forces behind high yields remain unchanged. We see this as risk-on for Thai equities and risk-off for Thai duration, not a broad risk-off event. Our SET target stays at 1,818, with roughly 12% upside, as we favour stock selection over market beta. Top picks are ADVANC, TRUE, BDMS, BH, PTT and PTTEP.
Key Indices



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