สรุปหุ้นเด่นทางพื้นฐาน (03/04/69)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -3 เม.ย. 69 9:46: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ PTT 37 1) สถานการณ์ตะวันออกเป็นจุดเปลี่ยนทางบวกต่อ บ. ลูกในกลุ่ม ทั้งกลุ่มน้ำมัน โรง กลั่น ปิโตรเคมี รวมถึงธุรกิจก๊าซของ PTT 2) แนวโน้มกำไร 1Q26F เด่น y-y, q-q 3) หุ้นใหญ่ที่ยังอยู่ในโซน Value ซื้อขายต่ำกว่ามูลค่าทางบัญชี Yield> 5% PTTGC 37 1) สถานการณ์ตะวันออกกลางเป็นจุดเปลี่ยนอุตสาหกรรมปิโตรเคมี Turnaround เร็วขึ้นกว่าตลาดคาด 2) เป็นหุ้นที่มีโอกาสสูงเข้าสู่ดัชนี MSCI รอบ พ.ค. นี้ DOHOME 4.3 1)

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