Investment theme in MaySET index in May, fluctuating in the uptrend at 1,655 1,700 supported by 1) increasing the weight of Thai NVDR in MSCI 2) starting to see clarity of government forming 3) positive outlook on the US-China trade talks 4) The US-Middle East political problem will support crude oil prices. Recommend hold cash no less than 40%.【อ่านข้อความเต็ม】
The value of Xayaburi Hydroelectric Power Project is THB 130,000 million with the payback period of 18 years (exclude 8 years construction period). 【อ่านข้อความเต็ม】