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29 Jan 2024

Financial Markets

The Baht weakened while the SET dropped for the third consecutive week

คะแนนเฉลี่ย
    • The Thai stock market moved within a volatile rage and continued to drop over-week. The SET tumbled early in the week and hit its lowest point in nearly 3 years and 3 months at 1,352.48 points. It faced continued selling pressure from foreign investors, especially banking stocks as 4Q-2023 performance results came out lower than expected. In addition, the FPO trimmed Thailand’s GDP growth forecast for 2023 and 2024, which also put pressure on the SET. The SET rebounded briefly around midweek, boosted by the news regarding Chinese authorities’ consideration of a stock stabilization fund and economic stimulus measures, as well as domestic political issue. However, the SET tumbled again during the rest of the week amid sell-offs of electronic component stocks due to concerns about performance results and risk reduction ahead of the FOMC meeting next week (January 30-31).
    • On Friday, January 26, 2024, the SET closed at 1,368.15 points, down 1.04% over-week. The average daily trading value was THB48,684.85 million, up 6.22% over-week. The mai closed at 408.82 points, down 0.89% over-week.
    • January 29 – February 2, 2024, KSecurities expects the SET to have support at 1,360 and 1,350 points, but resistance at 1,380 and 1,390 points, respectively. KResearch views that key matters to watch include the upcoming FOMC meeting (January 30-31), foreign fund flows and the listed companies’ performance results for 4Q-2023. The US economic data that warrant close monitoring include January ADP Employment Report, Non-farm Payrolls, Unemployment Rate and Manufacturing ISM/PMI, plus Weekly Jobless Claims. Close attention must also be paid to Eurozone’s GDP report for 4Q-2023, January CPI, and January Manufacturing PMI of China, Japan, Eurozone and UK.

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Financial Markets