Showing 1 - 10 of 285
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.
New economic obstacles emerge as 2025 winds down
Business, InnovestX Securities, Published on 25/10/2025
» As the end of 2025 draws closer, the global economic landscape presents a complex picture of divergent growth paths, persistent policy uncertainty and shifting trade dynamics.
Trade war worries rattle markets once again
Business, Bualuang Securities, Published on 18/10/2025
» Trade on the Stock Exchange of Thailand (SET) was volatile this week, in line with global bourses, on renewed trade war worries.
New PM brings positive sentiment to SET
Business, Tisco Securities, Published on 11/10/2025
» September was a good month for the local stock market. The election of Prime Minister Anutin Charnvirakul by MPs drew a positive reaction from investors, especially because key economic ministers -- for finance, commerce and energy -- are widely respected outsiders.