Showing 1 - 10 of 40
Selective strategies key amid energy price surge
Business, Nuntawun Polkuamdee, Published on 01/04/2026
» Thailand's equity market is bracing for renewed cost pressures as energy prices surge, echoing patterns seen during earlier stages of the Russia-Ukraine war, with analysts urging selective positioning amid rising inflation risks, says Bualuang Securities (BLS).
Middle East war results in uneven impact across sectors
Business, Nuntawun Polkuamdee, Published on 27/03/2026
» The ongoing Middle East conflict is emerging as a key risk to Thailand's equity market, but its impact on corporate earnings is uneven, creating both winners and losers across sectors, according to Bualuang Securities (BLS).
New gas price plan targets green shift
Business, Nuntawun Polkuamdee, Published on 04/12/2025
» Thailand's energy and power sector is entering a major transition, driven by the National Energy Policy Council's (NEPC) approval of a new natural gas pricing structure and shifting investment themes that increasingly favour renewable energy and power demand driven by data centres.
Regional markets dip on valuation concerns
Business, Nuntawun Polkuamdee, Published on 11/10/2025
» RECAP: Asian equities declined on Friday after a rally in US stocks stalled amid concern that valuations have become stretched, especially for technology companies, following a relentless surge.
Asian shares rise as Chinese sell-off eases
Business, Nuntawun Polkuamdee, Published on 06/09/2025
» RECAP: Asian markets mostly gained on Friday after an intense sell-off of Chinese equities eased, amid reports the country's financial regulators could intervene to slow the dumping. A Wall Street stock rally also lifted sentiment.
Krungsri Securities predicts SET may rally on rate cut
Business, Nuntawun Polkuamdee, Published on 12/08/2025
» The Thai stock market is poised for an August rally on expectations the Bank of Thailand's Monetary Policy Committee (MPC) will trim the policy rate at tomorrow's meeting, says Krungsri Securities (KSS).
US interest rates unlikely to be reduced next month
Business, Nuntawun Polkuamdee, Published on 11/04/2025
» Market analysts and investors now expect the US Federal Reserve to hold the key interest rate at 4.25-4.50% at its May meeting after US President Donald Trump ordered a 90-day suspension of reciprocal tariffs.
Thai industrial estate stocks in spotlight
Business, Nuntawun Polkuamdee, Published on 02/01/2025
» Industrial estate stocks are poised to take centre stage in 2025, driven by a surge in foreign direct investment (FDI) amid ongoing trade tensions between China and the US, says Bualuang Securities (BLS).
Investments hinge on US election result
Nuntawun Polkuamdee, Published on 04/11/2024
» Investors are advised to keep an eye on the US election results on Nov 5 as it is likely to impact global investments and create volatility in stock markets, according to Asia Plus Securities (ASPS).
Brokerages pick local stocks based on election
Business, Nuntawun Polkuamdee, Published on 24/10/2024
» Transport and industrial estate stocks are expected to benefit if Donald Trump wins the US presidential election, while manufacturers of petrochemicals, electrical equipment, steel products and auto parts could see competition intensify from Chinese exports, says Asia Plus Securities (ASPS).