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HoonSmart.com >> Thai stocks on the first day of the year ’64 fell 23 points before bouncing 19 points. Foreigners buy 2.2 billion baht, institutions based on 1.7 billion baht, short-term fluctuations according to COVID Focus on Delta’s petroleum 8% positive. Asia Plus Securities recommends dividend in shares AP-DCC-MCS-LH-SCCC-STGT Maybank Securities LH-SC-INTUCH-TISCO KASIKORNBANK SECURITIES INTUCH-GPSC Finansia Securities recommends 5 funds EGATIF-DIF-HREIT-JASIF and B-WORK no yields above 6% per year are affected.
Stock exchange January 4, 2021 Investors spilled since opening The index fell to a low of 1,425.48 points, collapsing 23 points before buying momentum. Especially in the afternoon, the index closed at 1,468.24 points, +18.89 points or + 1.30%, the total commercial value of 89,208.19 million baht, foreign investors, net purchase, 2,211 million baht, the Thai institutions bought 1.73 billion baht, Thai investors sold 3.608.75 million baht, and securities accounts for sale. Net 332.87 million baht
Shares in Delta Electronics (Thailand) or DELTA continue to rise after entering SET for the first 50 days, with a closing price of 528 baht, an increase of 42 baht or 8.64% with a turnover of 4.883 million baht .
Kitpan Phrai Phaisarnkit, chief analyst and strategist at UOB Kay Hian Securities (Thailand), said the stock closed 18.89 points amid negative factors in the country’s COVID-19 epidemic. Look at the impact of each industry differently. And vaccine expectations Buying stocks back Volatile market trends in the short term The medium term looks positive. From a high level of global liquidity The index was evaluated from January 1 to 15, moving in a range of 1,400 to 1,500 points. The business-focused strategy was not affected by COVID. The petrochemical group introduces PTTGC, IVL and PTT to speculate in the group of power plants. Which entered the peak season, including CPF stocks, the Thai food business has great potential
Mr. Paradorn Tiaranpramote Asia Plus Securities’ deputy director of research revealed that dividend stocks attracted attention earlier in the year. Especially during this period This was due to negative inflation in November 2020, a low policy rate of 0.5%, a one-year bond yield of 0.35%, and market volatility. From the impact of COVID-19 This causes money to flow into safe stocks between dividend stocks.
However, if viewed from the past Excluding the impact of COVID-19 in 2020, the SET High Dividend 30 (SETHD) index adjusted much better than the SET index earlier in the year, resulting in a return that includes earnings. for the difference in the price of the shares. (Capital Gain) and dividends will return about 8% per year, if you speculate in advance 2 months before the XD brand you will get a better return. If you are about to tackle the XD, your return on investment will decrease.
Asia Plus Securities Research Department recommends a strategy for selecting stocks with an annual dividend payment rate of more than 6%, recommending one-time dividends, good fundamentals, for AP stocks, expecting a 6% annual return at a reasonable price of 8.35 baht. Shares with good dividends But paying more than 1 time to DCC expects a return of 8% per year, the price is reasonable at 3.15 baht, MCS expects to pay 8.5% per year, the reasonable price is 21.9 baht , LH expects to pay 6.3% per year, the price is 9.30 baht, the SCCC expects to pay 6% per year at a reasonable price of 200 baht and STGT during the COVID-19 epidemic. Expect to pay dividends of up to 11% per year, a reasonable price at 130 baht.
Mr. Vijit Arayapisit, Securities Research Director, Maybank Kim Eng Securities (Thailand), revealed that in the first quarter of each year, it will be a time for SETHD or high dividend stock indices. Better fit than the total index Based on SETHD performance statistics for the last five years, it is found that if held in the first 3 months of the year (January-March), investors will get more than 5% of the difference average share price (Excluding the unusual 2018 share price), while the 5-year average return of the SET index is only 2%.
Speculation strategy for short-term holding during the first 3 months of this year. Stocks with the highest dividends include LH with 8% yield, SC pays 6%, INTUCH 4-5% and TISCO 5-6% are the target of investors in the first half of this year.
Mr. Soraphon Weerameteekul, Senior Director of the Securities Analysis Department at Kasikorn Securities, said that investment strategies in high-dividend stocks found in defensive stock (ICT) and power plants such as INTUCH and GPSC to hedge during the volatile stock market.
Finansia Syrus Securities Analysis that on January 4, 2020, Property Fund And Real Estate Investment Trust (PF & REIT), the second largest price drop after the Banking Group. Most are disadvantages of REITs whose assets are hotels, shops, office buildings (CPTGF, TLGF, SRIPANWA, etc.), introducing five units that are not affected by COVID-19. And a dividend yield of more than 6% per annum, the price is less than the asset value per unit (NAV), or if it is higher, it is not much, including EGATIF, DIF, HREIT, JASIF, B-WORK.
Asia Plus Securities expects the economy to grow 4.1% in 2021, but with a lower risk than expected. If the COVID-19 situation is expected to contract 1.8% in the first quarter of 2021 compared to the same period last year and contract as of the fourth quarter of 2020. Expect the MPC to reduce interest on the policy by 0.25% to 0.25%.
Nomura Pattanasin Securities recommends an investment strategy, advising to choose stocks that are immune to the portfolio by reducing the weight of KBANK and BAM by 5% each and investing in DCC 10%. Choose ADVANC, DCC and STGT as the main actions.
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