Open the big election hypothesis.

Open the big election hypothesis.

3 This party is the mainstay of the government.

Which stocks will benefit?

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Approaching the February 8 election to choose the next prime minister and the new government, again pointing to Thailand's future.

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In recent times, the Thai stock market has been buzzing. The index is constantly positive, so today we will try to assume that

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In 3 major political parties, proud of Thailand, the people and for Thailand

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Who is leading the government? How will it affect the stock market?

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Bangkok has evaluated the scene of Thai stocks. If a party has formed a government, which stocks will benefit the most?

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🟠 the case of the People's Party. Lead the government.

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The market swings briefly, waiting for the direction of establishment, swings positively according to the development of government formation. The index frame should be 1,280 to 1,400 points.

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By the way, the featured shares will be in the Deregulations-related group, SMEs Related, the services sector.

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These are: AMATA, WHA, KBANK, OSP, CENTEL, AWC.

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🔵 case of a proud Thai party. Set up a government.

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The market swings positively. From a more continuous and stable policy. Looking at an index frame of 1,345 - 1,450 points.

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It recommends that stocks be emphasized in service and investment themes.

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They include KBANK, KTB, BDMS, AOT, CENTEL, GULF.

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🔴 the case for the Thai Party. The mainstay formed the government.

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The market responds positively. The index is in a frame of 1,345 - 1,420 points. Consumption and technology will come.

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Looking at notable stocks include ADVANC, GULF, PTT, CPALL, BDMS, AOT, MTC.

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In the Krungsri elections, the likelihood of a particular political party winning a Landslide election is limited.

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This makes the prospect of a new government formed by a single political party, and a full policy drive by a single political party, unlikely to happen, detailed below.

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🟠 the People's Party case, it can bring low short-term economic growth drivers and negative psychology to the stock market through policies that focus on long-term economic restructuring and accelerating agency reform (emphasis on short-term reinforcement).

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🔵 the case of the Proud Thai Party, focusing on the economy, with gradual structural adjustments.

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🔴 the Thai Party case emphasizes economic growth, looking at growth targets to reduce fiscal risk, which in the short term may be concerned by the country's credit rating.

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