It recommends the purchase of the following as an investment strategy:
• PTTEP, PTT, TOP, SPRC and BCP will benefit from the rising price of oil and gross-refining margin.
• KBANK, BBL, TTB and KTB will benefit from rising US bond yield and news of US interest rate hike.
• AOT, AAV, MINT, CENTEL, ERW, BH and BDMS will benefit from tourism stimulus measures.