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燃油价格上涨影响行业
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中国银河:泰国以国内市场为导向的行业将受燃油价格上涨影响
Xin Lang Cai Jing· 2026-03-27 07:27
Core Viewpoint - The recent fuel price increase in Thailand is expected to significantly impact domestic market-oriented industries, particularly those sensitive to oil prices [1] Industry Impact - The Thai Oil Fuel Fund Committee approved a nationwide fuel price increase of 6 Thai Baht per liter, which will adversely affect oil-sensitive and domestic demand-driven sectors such as transportation, commercial, construction, and non-essential consumer goods [1] - Conversely, the energy sector is anticipated to perform well as rising oil prices will directly boost profitability in this industry [1] Preferred Stocks - The brokerage's preferred stocks in light of the fuel price increase include PTT, PTT Exploration and Production, True Corp., and Bangkok Dusit Medical Services [1]