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31 Jul 2023

Financial Markets

The Baht rebounded strongly, while the SET rose after the outcome of FOMC meeting

คะแนนเฉลี่ย

        The Thai stock market surged before a long weekend. The SET moved within a narrow range almost throughout the week while closely monitoring domestic political situation and the outcome of FOMC meeting. In addition, the SET faced heavy sell-offs by foreign investors, especially banking stocks, following their poor earnings results for 2Q2023. However, the SET surged at the end of the week before a long domestic holiday in line with other stock markets, boosted by the hopes that the Fed is close to end of its rate hike cycle, although the Fed raised interest rates as expected on July 25-26 and signaled for another rate hike.        
        On Friday, July 27, 2023, the SET closed at 1,543.27 points, up 0.92% over-week. The average daily trading value was THB49,269.33 million, up 2.97% over-week. The mai closed at 466.03 points, up 0.68% over-week.
        July 31 – August 4, 2023, KSecurities expects the SET to have support at 1,520 and 1,500 points, but resistance at 1,555 and 1,570 points, respectively. KResearch views that key matters to watch include the upcoming MPC meeting (August 4), foreign fund flows, domestic political issues, and Thai listed companies’ performance results for 2Q2023. The US economic data that warrant close monitoring include July PMI, ADP Employment Report, Nonfarm Payrolls, and Unemployment Rate. Close attention must also be paid to Eurozone’s GDP report for 2Q2023, July CPI (Flash) and June PPI, plus July PMI of China, Japan and Eurozone.

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Financial Markets