หุ้นไทย Sideways: กลยุทธ์ลงทุนรับมือสงคราม – งบ Q2/2569 | Thai Market Insight [22/7/26]

Thai Stocks Pull Back…Just a Correction or a Warning Sign? Analysis of BBL Bank Stock: Why is it Under Pressure? And a Look at Top Stocks to Watch in the Second Half of the Year. The SET Index is declining while global markets face uncertainty from the Middle East situation. How should investors strategize? This video analyzes international factors, bank earnings, and stocks to watch in the second half of the year. 🎙️ Interview with: Natthapol Kamthakrue, Assistant Managing Director, Investment Analysis Department, Yuanta Securities (Thailand) 📌 Key Points in this Video: • Factors driving the Thai stock market correction. • The impact of the Middle East situation on the stock market. • Why BBL is considered unattractive. • In-depth analysis of bank earnings and outlook for bank stocks. • If money flows out of the banking sector, which sectors should investors consider? • Outlook on telecommunications, power plants, retail, finance, and petrochemical stocks. • Support factors for the retail and finance sectors from agricultural income. • What oil price level can the market and economy still cope with? 👉 Follow this video for investment insights and portfolio management strategies in volatile market conditions. 🎯 Who is this video for? • Investors following the direction of Thai stocks. • Those interested in banking stocks and blue-chip stocks. • Investors looking for promising stock sectors in the second half of the year. • Those who want to track the impact of international situations on the Thai stock market. 💬 Do you think this Thai stock market rally is just a correction, or should we be more cautious? Share your thoughts in the comments. 👍 Like and Subscribe to the SET Zooom In channel 🔔 to stay updated on Thai stock analysis, investment strategies, and market news that investors should know. SET Navigator Program: Thai Market Insight, July 22, 2026 ⏱️ Timestamp 00:00:00 Intro 00:00:04 Program Opening 00:00:17 Abnormal Signals in the Global Market and Risks from the Middle East 00:02:43 Why are banking stocks pressuring the SET Index, especially BBL? 00:03:29 In-depth analysis of BBL's disappointing financial results And a comparison with other banks. 00:06:23 Interesting industry groups (communications, electricity, retail) 00:10:19 Petrochemical sector outlook and Q2 earnings preview 00:10:58 Stock selection recommendations during Earning Season 00:12:24 Analysis of the Middle East conflict situation and end timeframe 00:14:45 Crude oil prices: an economic crisis indicator to watch #ThaiStocks #SETIndex #BBL #BankStocks #StockMarket #Investment #Retail #Finance #Petrochemicals #OilPrices #MiddleEastWar #InvestmentStrategy ––––––––––––––––––––––––––––––––– #SETZooomIn #SET #mai #TFEX Subscribe and click the notification bell 🔔    / @setzooomin   And you can start sharing now! ⏰ See you all day from 09:15-18:00.