Analyst Recommends 16 Vaccine Stock Plays

Analyst recommended 16 strong fundamental stocks including MINT, BDMS, CRC, KBANK, BBL, TISCO, AOT, AMATA, WHA, CPN and BTS in preparation for Fund Flows ahead of the soon-to-be-ready coronavirus vaccine.

 

Asia Plus Securities saw risks toward the stock market continuing to decline, reflecting a resume Fund Inflow driven by an announcement of a coronavirus vaccine progress, adding more excess liquidity to the market, which led to an improving stock price.

 

Expecting health care services, tourism-logistics, retail and banking sectors to be benefited from the more-than-90%-effective Covid-19 vaccine trial jointly developed by the US pharmaceutical Pfizer and German partner BioNTech, including Kasikornbank Public Company Limited (KBANK), Bangkok Bank Public Company Limited (BBL), Tisco Financial Group Public Company Limited (TISCO), Minor International Public Company Limited (MINT), Central Retail Corporation Public Company Limited (CRC).

 

As well as Asia Aviation Public Company Limited (AAV), Airports of Thailand Public Company Limited (AOT), Bangkok Expressway and Metro Public Company Limited (BEM), BTS Group Holding Public Company Limited (BTS), Major Cineplex Group Public Company Limited (MAJOR), VGI Public Company Limited (VGI), Plan B Media Public Company Limited (PLANB), Amata Corporation Public Company Limited (AMATA), WHA Corporation Public Company Limited (WHA), Central Pattana Public Company Limited (CPN) and Bangkok Dusit Medical Services Public Company Limited (BDMS).

 

Meanwhile suggesting to reduce the weight on stocks that used to be benefited from pandemic such as electronic components, rubber-latex gloves or whichever took advantage of Work from Home policy.

 

However, an improving share price was significantly driven by the hopes for economic recovery, thus still having to closely monitor political issues.

 

For investment strategy, recommending Vaccine Play such as MINT, BDMS and CRC.