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MONTHLY INSIGHTS_AUGUST 2024

  • Market outlook: We anticipated the SET Index to trade within a range of 1,300-1,340 during August.
  • Key factors:
  • Ongoing 2Q24 earnings reporting
  • Fed’s stance on rates
  • China’s stimulus measures
  • Domestic economic policies
  • Investment strategy: Short-term focus on stocks with strong earnings growth stories
  • Top picks: AURA, CK, CKP, CPAXT, KTB, MASTER, and SPRC

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