The Thai stock index on February 20, 2022 closed at 1,657.69 points, plus 6.02 points, with a trading value of 53,391.41 million baht, foreigners net selling 2,982.19 million baht.

The Thai stock market rose in line with regional stock markets.

from buying pressure in banking and finance sectors

Including buying back JMART stocks after falling sharply before Bualuang Securities gives an investment perspective in 2023 that there is a chance that Thai stocks

It rose to touch 1,811, driven by domestic factors such as tourism and consumption recovery.

Including the private sector that has more investment

After announcing the full opening of the country in the middle of the year '65

At the same time, it was also supported by foreign factors.

In particular, the inflation rate in the United States and around the world, which in the long run may return to normal.

Bualuang estimates that

The US policy interest rate will peak in the first half of 2023 from the current range of 4.50-4.75%.

The profit of listed companies in 2023 is expected to continue to grow by 9.5%, although the profit of listed companies in the 4th quarter of 2022 may shrink by 3% compared to the same period last year and may shrink by 14% compared to the previous year.

The outstanding stocks in 2023 are retail, advertising media, food and beverages, major hospitals, and electric vehicle technology.

and clean energy

The hot investment theme is electric vehicle-related groups, electronic components such as HANA stocks and KCE stocks, which may continue to fluctuate due to concerns over earnings.

If the US economy recession is more severe than expected

In addition, there is also a management development group.

And renting large spaces like CPN stocks, which tend to increase rents and occupancy rates in line with better consumption.

The groups to avoid are food (pork, chicken), shipping and logistics, and insurance.

Investment in foreign funds

Recommend investing in US stock funds or DR, referring to S&P500 index or Nasdaq index, such as B–INNOTECH, NDX01 funds that invest in good quality technology stocks around the world.

For investing in the China-Hong Kong market, we recommend CN01 based on the China AMC CSI 300 Index ETF (3188.HK), which invests on the CSI 300 index, 300 leading A-shares listed on the Shanghai and Shenzhen stock exchanges, and CNTECH01 as a reference. ChinaAMC Hang Seng TECH Index ETF (3088.HK) that invests in Hang Seng TECH Index, 30 large China-Hong Kong technology stocks listed on the Hong Kong Stock Exchange.

Index 51