โดย ผู้จัดการออนไลน์ 11 มีนาคม 2548 10:50 น.
ตกลง เขาลดการลงทุนหรือเพิ่มการลงทุน ยังมาบอกอีกว่า "Our preferred stock picks are SCC, TOC, PTTEP and PTT "Thailands Phatra Securities and US-based Merril Lynch maintain their year-end SET Index target of 780, adding energey and petrochemical stocks in their portfolios.
We have tactically changed our asset allocation strategy by
(1) increasing weightings on energy, petrochemicals and construction materials with petrochemical exposure; and
(2) lowering exposures to domestic sectors such as telecoms and banks as well as sectors adversely affected by higher energy costs such as transportation and property.
Our preferred stock picks are SCC, TOC, PTTEP and PTT.
Merrill Lynchs Regional Strategy Team has downgraded Thailand to Underweight and raised China to Overweight. This is a tactical call as Thailand is seen as lacking shortterm catalysts and is one of the most overbought countries in the region.
Our analysts have largely left 2005 estimates unchanged in the wake of
2004 earnings reports, which has effectively reduced our overall earnings growth estimate for this year to 2% from 7%. However, our 2005 forecasts for the energy and petrochemical sectors are below market consensus; if we apply consensus estimates to these two sectors, our overall 2005 earnings growth estimate would increase to 6% and 12% exfinancials.
We maintain our year-end SET Index target of 780. However, we now think that with Chinas economic growth looking to surprise on the upside and domestic demand showing signs of softening, sectors exposed to global growth such as oil and commodity could continue the past few weeks outperformance at the expense of domestic plays.
สงสัยกลัวคนไม่รู้ ว่าถืออะไรอยู่ :lol:
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