labels: Innovation Exchange Securities
Innovate X adjusts its Global Asset Enhancing portfolio, increasing Japanese stocks by 25% and closing its US stock positions.
InnovateX Securities has adjusted its Global Asset Enhancing Strategy, increasing its weighting in Japanese stocks to 25%, driven by the Bank of Japan's (BOJ) normalization of interest rates.Innovate X sees AI technology accelerating in China with heavy investment in data centers and chips to build an ecosystem within the country.
InnovateX Securities views AI as a key driver of Chinese tech, as hyperscalers accelerate increases in Capex to support data centers and AI processing.INVX highlights major bank stocks, anticipating a new investment cycle with attractive dividend yields of 4-7%.
InnovateX Securities (INVX) recommends investing in large-cap bank stocks to benefit from a new investment cycle as funds shift from growth stocks to value stocks. They expect the banking sector's earnings to have passed their lowest point in Q2 69. Their top picks are KTB, KBANK, and BBL, with potential dividend yields of 4-7%.InnovateX launches a new DR23 series covering the AI-Automation megatrend with 94 securities worldwide.
Innovest X Securities celebrates the first anniversary of DR23 and continues to expand opportunities for international investment through the Thai stock market, launching a new series of DR23 with 9 underlying securities.Innovate X sees Thai stocks facing geopolitical and El Niño pressures in Q3/69, while projecting the SET index to reach 1,600 points in 69.
InnovateX Securities estimates that the Thai stock market may weaken in the third quarter of 2026 due to uncertainty surrounding the US-Iran situation and the impact of El Niño.Get to know “First-day Pop,” the speculative buying that could occur on SpaceX IPO day.
InnovateX recommends an investment strategy for SpaceX stock: for speculators, tonight is a good testing ground. But for long-term investors, "wait for the dust to settle" in 2-3 weeks.Unveiling strategies for SpaceX's first day of trading on June 12th: a deep plunge or a soaring surge?
InnovateX Securities invites Thai investors to prepare for the epic deal of the century as SpaceX sets its IPO price at $135. The article outlines strategies to navigate the first day of trading for SpaceX on June 12th: a deep plunge or a soaring surge?InnovestX launches DR23, bringing global tech and future energy stocks to Thailand to capitalize on the AI megatrend and drive portfolio growth in all market conditions.
InnovestX continues its expansion into the DR (Depositary Receipt) market, launching DR23 with 22 securities referencing leading US stocks, covering technologies ranging from AI and Cloud to Data Centers, energy, and next-generation materials.INVX assesses that Thai stocks in Q2/69 are at risk of testing 1,350 points due to pressure from the war.
Innovest X Securities assesses that the Thai stock market will experience high volatility in the second quarter of 2026 due to geopolitical uncertainty, with a risk of falling below 1,350 points.INVX assesses the global LNG crisis following the Qatar attack, which reduced supply by 17% and pushed gas prices higher.
Innovest X Securities views the attack on a major LNG production facility in Qatar as severely shaking the global energy market and immediately cutting supply by 17%.
