CNS Recommends 6 Investment Themes for the US Presidential Election

Capital Nomura Securities (CNS) recommended 6 investment themes for the week of the United States Presidential election consisting of 1) Defensive & Strong Balance sheet; Intouch Holdings Public Company Limited (INTUCH) and Advanced Info Service Public Company Limited (ADVANC).

 

2) Politically Defensive; Thai Union Group Public Company Limited (TU) and Charoen Pokphand Public Company Limited (CPF).

 

3) EV/PHEV Car & 5G & Data Trend; KCE Electronics Public Company Limited (KCE), Hana Microelectronics Public Company Limited (HANA), Stars Microelectronics (Thailand) Public Company Limited (SMT) and Wice Logistics Public Company Limited (WICE).

 

4) Food and Beverage; Haad Thip Public Company Limited (HTC), Sappe Public Company Limited (SAPPE) and Exotic Food Public Company Limited (XO). 

 

5) 2021 Recovery; Gulf Energy Development Public Company Limited (GULF), BCPG Public Company Limited (BCPG), Supalai Public Company Limited (SPALI), Central Plaza Hotel Public Company Limited (CENTEL), CP All Public Company Limited (CPALL), Central Retail Corporation Public Company Limited (CRC), Indorama Ventures Public Company Limited (IVL) Thai Oil Public Company Limited (TOP) and PTT Global Chemical Public Company Limited (PTTGC).

6) Industrial Estates Reallocations; Wha Corporation Public Company Limited (WHA) and Amata Corporation Public Company Limited (AMATA).