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Asia Plus Securities Co., Ltd. List 8 Retail Real Estate Stocks There are promising benefits from the economic stimulus measures. ‘SPVI-COM7-JMART-TKN-SAPPE-CPN-CRC-SF’ advises investors to wait for the clarity of the meeting. Prof. Friday this afternoon Speculates the trend of more shopping centers to support sales.
Mr. Chanchai Pantathanakit Deputy Director of Investment Strategy Asia Plus Securities Company Limited He revealed that today afternoon (October 7-20), there will be a meeting of the COVID-19 Economic Management Center (STF), waiting for the SBP to consider details of various economic stimulus measures such as purchases. Help the nation, etc. However, investors are advised to monitor the clarity of the actions taken. And the next tax deduction
The historical statistics of the stocks that benefited the most when the government issued stimulus measures were tourism + 3.90%, retail trade + 1.43%, transportation + 1.22% and real estate + 1.14%, while the SET index (SET index). + 0.58%
However, since the valuation of the shares has increased more than the fair value suggested by the research department. Therefore, investors are advised to invest in retail stocks, which are a group that has a lower profit. With retail shares that benefit Divided into direct benefits, including SPVI COM7 JMART TKN Y SAPPE
While the indirectly benefiting retailers are CPN CRC Y SF The economic stimulus measures are expected to result in an increase in the number of traffic users. And it will result in increased sales of the retail stores in the mall. Relieve the pressure on rent cuts to help entrepreneurs in department stores.
Regarding the measures of the previous news flow, it will be an economic stimulus that focuses on stimulating the consumption of all groups of households, both low, medium and high, including
- The measures released in September include a “half per person” project and a 500 baht increase in the low-income social assistance card for a total of 51 billion baht (about 0.5% of GDP). .
- Yesterday (October 6), the Cabinet approved a measure to promote the employment of 60,000 positions for an amount of 1.63 billion baht, with each sub-district having 1 university to help work with the government, the private sector and the people from the area (1 University of District 1)
- The measures that are set to be published during October – December include today’s NSC meeting to consider measures similar to purchases to help the nation, that is, people who participated in the project can bring the receipt. Pay for purchases OR designated service Come for a tax exemption (In the past, the deduction could not exceed 15,000 baht)
Asia Plus Securities has studied past information that Shopping measures to help the nation help to have a distributed budget in the economy of approximately 1,700 to 2,250 million baht.
Regarding the latest stimulus measures to the real estate sector, the Government Housing Bank (GHB) revealed that it is currently preparing to propose Mr. Arkom Termpittayapaisit. The new finance minister Two measures to help those affected by COVID-19 are as follows:
- Consider cutting the interest rate in half. When asking the finance ministry to compensate borrowers, for example, the current fixed interest rate of 2.99% will offer the treasury a compensation of 1.50%.
- Consider making “Two-GEN” loans that can be repaid in 2 generations, or up to 70 years, with a credit of 10 billion baht, which will help people to own their own homes faster.
Overall, this is a positive factor for stocks in real estate segments like AP and ORI.
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