大资本

2023年5月24日

。“Pitha”敲开了谅解备忘录之后,联合政府一方,代理指出,这可能是压力。“大资本集团”byarchywordys没有评论昨天在泰国政治局势进步党已经完成联合政府签署了一项谅解备忘录。泰国将富有的投资者找到答案看到细节的谅解备忘录的利弊是什么股票?反映从分析师的观点,Krungsri资本证券上市公司有限的显示,昨天在泰国政治局势积极发展,基于该谅解备忘录。联合政府一个有趣的一点是民进党的态度更妥协的修正案第112条将提出party-specific议程。相信在放松的情况下,谈判,要求支持参议员(约46更多的选票需要)投票给总理虽然没有税收的概念,将压力。然而,在谅解备忘录的细节可以概括如下句子添加“各国政府共同推动的使命是必须不影响国家和民主制度的形式与国王为国家元首和政府存在的国家这是一个神圣的崇拜的国王。“至于112条款的修正案,这将是一个具体的议程进步党。预计缓解组参议员的支持民进党的担忧。虽然花王Klai党坚持谈判与250名参议员联合新政党投票(313 + 1)需要支持总理的投票。目前有16个参议员表示支持,导致缺乏支持约46票。 MOU part Most of the other items are in accordance with the news flow, positive evaluation and impact are as follows. MOU Items 8-10 on economic recovery by reducing income inequality, supporting strength SME and abolish the monopoly Along with promoting trade competition, it is also expected to create negative psychology on large capital stocks. But look positive on stocks that have a customer group. SME or gaining additional benefits for foundation development, such as BBL, ADVANC, CRC, SAWAD, GLOBAL, DOHOME, OSP, MC, TOA, ICHI, AEONTS, KBANK, TNP, KK MOU Article 11 specifies the improvement of the electricity generation structure. Calculate the price of production capacity to reduce the cost of living and create energy security. Looking at positive psychology for the Consumer group (ADVANC, MAKRO, OSP, ICHI) Negative psychology for power plants (BRGIM, GPSC, GULF) MOU Article 13 Prepare a new budget using base zero (zero-based budgeting) New adjustments may create annual budgeting risks. 67 a delay of about 6 months, worse than what the market currently looks at, about 3-4 months, may open Downside economy MOU Article 14, 20, 21 Emphasis on the welfare state positive for the group Consumer and social security hospitals that may benefit as a service channel MOU Article 19 Elevate the rights of workers in all occupations to be fair. and receive wages that correspond to the cost of living and economic growth for every 10% increase assessed Upside Risk Inflation +0.27%, affecting market profit -5.2 billion baht (excluding additional purchasing power) While the analyst view of Yuanta Securities (Thailand) Co., Ltd. has an opinion that from following the MOU statement of the 8 coalition governments yesterday Assess that you might see SET The positive response was briefly attributed to the lack of the Article 112 amendment and the political amnesty. which is a sensitive issue of society in MOU making the opportunity to form a government open again However, the same view remains that SET will move Sideways Until the prime minister’s vote Because still have to follow the attitude of senators and approval from the Election Commission of Thailand As for the stocks that are expected to be affected by MOU Both positive and negative are expected. Downside of the negatively affected groups are not many, but Upside How receptive the group received positive results depends on political developments after this. Therefore, in terms of investment strategy Recommended to speculate on stocks that receive positive results from the MOU. or have specific positive factors such as KBANK, KKP, AEONTS, DOHOME, MAKRO, TU, GFPT, HTC etc. 2023-05-23 03:48:13 1684951542 #Open #list #shares #lose #benefits #Pitha #knocked #MOU #government #coalition #party #broker #pointed #pressure #Big #Capital #Group