To recover further as investment mood improves
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Market outlook & strategy
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| The SET is expected to recover further as investment mood eased once investors had absorbed the FOMC meeting statement; the focus is now on the meeting minutes, which will be released in mid-Feb, for details of the rate hike and quantitative tightening. We assign resistances at 1,660 and 1,670, with the support zone at 1,630-1,640. Tactically, we suggest buy selectively or speculate cautiously. For the core portfolio, we recommend taking the sidelines. |
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SCBS data book
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SCBS Data book
– A look back at Jan and ahead to Feb |
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Company analysis
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AH
– Preview 4Q21: Improving earnings – Outperform
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ASP
– 4Q21: In line; attractive dividend yield – Outperform
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GGC
– Preview 4Q21: better profit QoQ priced in – Neutral
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SAT
– Preview 4Q21: Dragged down by extra expense – Underperform
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