สรุปหุ้นเด่นทางพื้นฐาน (13/02/69)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -13 ก.พ. 69 9:51: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ AOT 63 i.) เร่งก่อนเข้าสู่ช่วงพีคท่องเที่ยว เทศกาลตรุษจีน ii.) Consensus ต่างชาติ Upgrade มีนัยฯ หลังรายงานก าไร iii.) คาดหุ้น Big Cap ที่มีโอกาสเป็นเป้าหมาย Fund Flows ถัดไป EGCO 133 i.) Narrative การลงทุนธีม AI โลกก าลังเปลี่ยนชัดเจน จากหว่านแห เริ่มเห็นการ Selective ผู้ชนะในช่วงต้น Cycle ของการเร่ง Adoption โดยกลุ่มไฟฟ้าถือเป็นกลุ่มหนึ่งคาดเป็นผู้ชนะ ii.) หุ้น SET50 ที่ยัง Laggard กว่าเพิ่งปรับขึ้น

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