Thai stock index faces pullback risk as Brent oil jumps to $100/bbl and US bond yields rise amid inflation concerns and Fed rate expectations. InnovestX recommends "Selective Buy" on energy (PTTEP, BCP, TOP), banking (KTB, BBL, KBANK), and insurance (BLA, TLI) stocks that benefit from higher yields and oil prices. Key support level at 1,600 points; foreign investors remain net buyers with 61.4B THB YTD inflows despite domestic institutional selling.