TISCO Securities advises investors to "hold some cash" while waiting for Thai-US politics to become clear. Reveals 8 outstanding stocks for August.

TISCO Securities advises investors to "hold some cash" while waiting for Thai-US politics to clear up. Recommend speculating on stocks that expect Q2 results to be good and that Q3 is likely to continue to be good.

August 1, 2567 Mr. Apichart Phubanjerdkul, CISA Senior Director Strategic Analysis Division TISCO Securities Company Limited Revealed that August is a period when investors should keep an eye on the US elections and domestic politics. Both of these issues will affect the movement of Thai stocks this month.

The US stock market tends to fluctuate continuously in the 3 months before an election. While the direction of the US stock market before and after the US presidential election Going back since 2473 or after the economic crisis. “Great Depression” It was found that the market often moves fluctuatingly, especially in the 2-3 months before the election. It tends to adjust downwards. before rising again after the election. This is expected to be a result of investors exercising caution in trading near election day. and returned to the market again after the election results were clear.

Political factors in the country The issue that remains uncertain and weighs on the market until now is whether Prime Minister Settha's case will be disqualified or not. Because in the case of the decision being negative for the Prime Minister It will lead to a change in the Prime Minister. and the entire Cabinet It will take no less than 2 months for a new government to have full power to run the country. It may affect the budget disbursement for 2567, which is the final period. And there is also the uncertainty of the new government's policy as to whether it will continue the old government's policy or cancel it or modify it.

With the verdict in the Prime Minister Settha case, there is high uncertainty. It is expected that the Constitutional Court's vote will be evenly matched. Therefore, strategically This month's investment timing should be based on time rather than stock price level. It's not too late to wait for the political case to be clear before investing, with TISCO Securities recommending that investors should keep some cash in case the verdict comes out negative for the Prime Minister.

For interesting stock themes this month TISCO Securities sees speculation in stocks that are expected to have good results for the second quarter of 2 and that the third quarter of 2567 is likely to continue to be good, especially in the group of export stocks and stocks that are supported by demand from abroad. like AMATA, CENTEL, CPF, DMT, ITC, KCE

In addition, stocks whose prices have dropped too much Expect it to be a low point (Bottom Fishing) recommendation. AP and stocks whose profits are expected to be better in the second half of the year than in the first half and have unique positive factors in the short term. COM7 Therefore, the top stocks in August are: AMATA, AP, CENTEL, COM7, CPF, DMT, ITC and KCE Important support levels for August are 1,280 points, 1,290 points, and 1,250 points, respectively, and important resistance levels for August are 1,330 points, 1,350 points, and 1,360 points, respectively.

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