Hot Stocks to Watch: Pheu Thai Party Set to Form Government, Construction-Retail-Banking Sectors Anticipate Market Surge

The latest general election results in Thailand show the Pheu Thai Party receiving the highest number of votes. Financial securities firms like Phillip Securities (Thailand) predict Pheu Thai will lead government formation, with Anutin Charnvirakul likely to become Prime Minister. The People's Party has accepted election results and positioned itself as the opposition. Market analysts expect a positive stock market reaction, with the SET index potentially reaching 1,375-1,380 points. Sectors expected to benefit include financial groups (MTC, KTC, SAWAD), domestic consumption (CPALL, MOSHI), industrial parks (WHA, AMATA), construction (STECON), banking (KTB, KBANK), and tourism-related businesses (CENTEL, CPN). Key policy initiatives like the 'Half-Half Plus' program are anticipated to support retail and construction sector stocks.