Showing 1 - 10 of 288
SET rides wave of post-poll optimism
Business, Tisco Securities, Published on 14/02/2026
» The Stock Exchange of Thailand closed the first month of 2026 with high hopes for an election-themed rally. Market-cap leader DELTA turned positive again, pushing the SET up more than 20 points in the first week of the year, while positive sentiment about artificial intelligence (AI) on Wall Street spread to Asia.
Thai election, bank earnings in spotlight
Business, Bualuang Securities, Published on 17/01/2026
» Thai shares gained on the first trading day of the year, but soon lost steam as a hefty sell-off in shares of Delta Electronics via big lots at below-market prices pressured overall sentiment.
SET hoping for an election-related boost
Business, Tisco Securities, Published on 10/01/2026
» The Stock Exchange of Thailand (SET) ended December little changed from the month before, but down 10% annually after another disappointing year. However, election-related optimism should give shares a lift in January.
Southeast Asia receives broad support
Business, Maybank Securities (Thailand), Published on 27/12/2025
» Southeast Asian equities ended December with a cautious "risk-on" tone, helped by a softer US dollar and year-end rebalancing, though thin Christmas liquidity exaggerated intra-day swings.
Modest expectations as year-end nears
Business, Bualuang Securities, Published on 20/12/2025
» Trade on the Stock Exchange of Thailand (SET) has been volatile recently as some large-caps such as Delta Electronics, which accounts for 16% of SET capitalisation, came under pressure from external factors, notably the US tech sell-off and poor performance by Chinese tech plays.
SET continues to decline towards year-end
Business, Tisco Securities, Published on 13/12/2025
» The Stock Exchange of Thailand underperformed again in November. At the beginning of the month, big-cap Delta Electronics helped push the SET Index up beyond 1,300 points. In the second week, the longer-than-expected US government shutdown was a drag on sentiment globally and locally. DELTA and commerce stocks plunged, bringing the SET down almost 6%.
Sentiment improving, but watch for political risk
Business, Maybank Securities Thailand, Published on 06/12/2025
» Global stock markets have rebounded as the market predicts an 80% likelihood the US Federal Reserve will cut interest rates at its Dec 9-10 meeting, up from less than 40% earlier.
Q1 2026 outlook: Testing the bottom
Business, InnovestX Securities, Published on 29/11/2025
» As we near the first quarter of 2026, the global economy faces a "bottom testing" phase amid a complex mix of hopes and risks.
Global volatility sets tone for Thai bourse
Business, Bualuang Securities, Published on 22/11/2025
» The Stock Exchange of Thailand (SET) swung with global bourses this week, facing a sell-off prompted by worries about an artificial intelligence (AI) bubble, before an earnings surprise by Nvidia, which beat already high expectations, triggered buying again.
Easing tensions bolster outlook
Business, Maybank Securities Thailand, Published on 01/11/2025
» Global investor sentiment has improved following an easing of US-China trade tensions after talks on Wednesday between presidents Donald Trump and Xi Jinping. The 10% reduction of the "fentanyl tariff" on Chinese goods is good news for Beijing as well as US consumers.