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22 Sep 2025

Financial Markets

The Baht weakened while the SET dropped slightly over-week

คะแนนเฉลี่ย
• The SET hit its highest level in 7 and a half months before declining towards the end of the week. 
        The SET surged early in the week, supported by optimism surrounding the formation of a new government. Additionally, the market was further boosted from news reports about the agreement reached between the US and China regarding the Chinese short video platform (which helped ease concerns over U.S.-China trade tensions), as well as expectations of a policy rate cut by the Fed midweek. These positive factors spurred buying across various sectors, led by technology, finance, and retail, pushing the SET to record a 7.5-month high of 1,312.74 points during the week. 
        However, after having responded to the said positive factors, the SET moved within a narrow range around the middle of the week before falling below the 1,300-point level towards the end of the week. This decline was driven by profit-taking from foreign investors following the Fed meeting results, which aligned with market expectations. Moreover, the Fed signaled a cautious approach towards future rate cuts. 
• On Friday, September 19 2025, the SET closed at 1,292.72 points, down 0.07% over-week. The average daily trading value was THB44,748.98 million, down 2.64% over-week. The mai closed at 255.47 points, up 0.34% over-week. 
• September 22-26, 2025, KSecurities expects the SET to have support at 1,275 and 1,250 points, but resistance at 1,300 and 1,315 points, respectively. KResearch advises investors to watch key factors, including Thailand’s August Exports, Fed officials’ remarks, and foreign fund flows. The US economic data that warrant close monitoring include September Manufacturing and Services PMI (Flash), August Durable Goods Orders, Existing Home Sales, Personal Income and Outlays, PCE/Core PCE Price Index, GDP report for 2Q-2025, plus Weekly Jobless Claims. Close attention must also be paid to September Manufacturing and Service PMI (Flash) of Eurozone, UK and Japan.

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Financial Markets