MFC Asset Management Company (Asset Management) Looking at the overall investment this week 25-29 Jan 2021
หุ้นไทย : Neutral– SET We are considering adjusting the DELTA stock calculation criteria, which could lead to a drop in the SET50 and SET100 weight.
– Investors adjust their portfolios To prepare money to buy IPO shares of PTTOR
Recommended funds: HIDIV, M-FOCUS
หุ้นต่างประเทศ : Slightly Overweight– Follow the US economic stimulus package amount of US $ 1.9 trillion. That must be approved by both councils
– Follow the US Federal Reserve Meeting on January 26-27, expecting to continue monetary easing.
– Progress of the COVID-19 vaccine Of Johnson & Johnson Company And other pharmaceutical companies Gradually announced
Recommended funds: M-EM, M-CHINA
ตราสารหนี้ไทย : Neutral– Trading force of both domestic and foreign investors
– Report on the increase – decrease of new government bonds.
– Follow the COVID-19 outbreak New domestic round That may affect the economic recovery.
Recommended funds: SMART, MFF
ตราสารหนี้ต่างประเทศ : Neutral– The increase in government bonds and corporate bonds From the government’s economic stimulus measures
– Follow the US Federal Reserve Meeting on January 26-27, expecting to continue monetary easing.
Recommended Fund: SMINCO
อสังหาริมทรัพย์ฯในประเทศ : Slightly Underweight
– Number of people infected with COVID-19 New sales in the country remained stable.
– The government has begun to loosen control measures, potentially recovering some REITs.
– Average dividend rate of 5.7% and higher than 10-year government bonds by about 4.4%, also support investment.
Recommended Fund: MPROPDIV
อสังหาริมทรัพย์ฯต่างประเทศ : Neutral– Expectation of economic stimulus measures of US $ 1.9 trillion
– Progress report on COVID-19 vaccine Of Johnson & Johnson Company And other pharmaceutical companies Gradually announced
– The price factor is attractive From the difference, the yield is high, averaging 3-6%
Recommended funds: I-REIT, MPII
น้ำมัน : Neutral– Concerns over the COVID-19 outbreak in China will hurt demand for oil.
– Expectation of US economic stimulus amount of US $ 1.9 trillion Will help support the economy
Recommended Fund: I-OIL
ทองคำ : Neutral– Follow the US Federal Reserve Meeting on January 26-27, expecting to continue monetary easing.
Recommended Fund: I-GOLD
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