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8 Jul 2024

Financial Markets

The Baht strengthened while the SET closed above 1,300 points at the end of the week.

คะแนนเฉลี่ย
•    The SET tumbled early in the week amid concerns about domestic political issues, but closed above 1,300 points at the end of the week.
        The Thai stock market moved within a narrow range amid thin transaction volume on July 1, the first day of implementing the uptick rule, before dropping below 1,300 points, as pressured by concerns about domestic political issues. The said negative factor caused sell-offs across all sectors, led by technology, finance and real estate.
        However, the SET gradually rebounded from midweek in line with other stock markets, as the Fed Chairman said that the Fed has made progress on inflation, but still needs more confidence before cutting rates. Additionally, the SET was boosted by purchases of stocks in various sectors, especially banking stocks before the release of performance results for 2Q-2024, plus news regarding the progress of domestic economic stimulus measures. Nonetheless, foreign investors’ sell-offs eased somewhat this week.
•    On Friday, July 5, 2024, the SET closed at 1,311.99 points, up 0.85% over-week. The average daily trading value was THB31,665.77 million, down 21.65% over-week. The mai closed at 351.66 points, down 1.07% over-week.
•    July 8-12, 2024, KSecurities expects the SET to have support at 1,300 and 1,290 points, but resistance at 1,325 and 1,335 points, respectively. KResearch views that key matters to watch include Fed Chairman’s semiannual testimony on monetary policy to Congress, the gradual release of Thai listed companies’ performance results for 2Q-2024, domestic political issues and foreign fund flows. The US economic data that warrant close monitoring include June CPI and PPI, plus Weekly Jobless Claims. Close attention must also be paid to China’s June CPI and PPI, and Japan’s May Industrial Production and June PPI.

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Financial Markets