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5 Feb 2024

Financial Markets

The Baht strengthened in line with the rebound in the SET at the end of the week

คะแนนเฉลี่ย

        The Thai stock market regained after fluctuating early in the week. The SET surged early in the week on the news regarding the signing of a permanent mutual visa exemption deal between Thailand and China before dropping around midweek due to investors’ sell-offs ahead of the FOMC meeting. Negative factors that put pressure on the SET included the China NBS Manufacturing PMI (remained below 50, which indicates a contraction in the manufacturing sector), concerns over domestic political issues and the report that the Bank of Thailand may cut its GDP growth forecast for the Thai economy. However, the SET recovered during the remainder of the week along with foreign investors’ purchases after the Fed held interest rates steady at 5.25-5.50% as expected. The Thai bourse was also boosted by repurchases of Thai stocks, especially those in the financial, technology and energy sectors.    
        On Friday, February 2, 2024, the SET closed at 1,384.08 points, up 1.16% over-week. The average daily trading value was THB43,617.53 million, down 10.41% over-week. The mai closed at 409.01 points, up 0.05% over-week.
        February 5-9, 2024, KSecurities expects the SET to have support at 1,375 and 1,360 points, but resistance at 1,400 and 1,415 points, respectively. KResearch views that key matters to watch include the upcoming BOT’s MPC meeting (Feb 7), foreign fund flows and listed companies’ performance results for 4Q-2023. The US economic data that warrant close monitoring include December Exports and Imports, January Services  ISM/PMI, plus Weekly Jobless Claims. Close attention must also be paid to January Services PMI of China, Japan, Eurozone and UK, plus China’s January CPI and PPI.

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Financial Markets