สรุปหุ้นเด่นทางพื้นฐาน (18/09/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -18 ก.ย. 68 9:34: น. บล.เมย์แบงก์ (ประเทศไทย) หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ TLI 16 Bond Yield ฟื้นตัว กอปร Laggard play Dot Plot ของ FED เมื่อคืนที่ผ่านมา ส่งสัญญาณนโยบาย dovish น้อยกว่าที่ CME FedWatch คาด โดยที่ FED ให้น้ำหนักในการลดดอกเบี้ยปี 68 อีก 2 ครั้งและ ปี 69 อีก 1 ครั้ง ในขณะที่ CME FedWatch ให้น้ำหนักในการลดดอกเบี้ย 2 ครั้งในปี 68 และ 3 คร้ังในปี 69 ส่งผลให้ U.S. Bond Yield ปรับขึ้นทุกช่วง โดย Bond Yield 10 ปีเพิ่มขึ้น 5.5 bps ด้าน U.S. Bond Yield

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