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30 Jul 2024

Financial Markets

The Baht rose while the SET rebounded to above 1,300 points at the end of the week

คะแนนเฉลี่ย

•    The SET dropped almost throughout the week amid domestic institutional investors’ sell-offs, but recovered somewhat at the end of the week.
        The Thai stock market tumbled from the beginning of the week and dropped below 1,300 points amid domestic institutional investors’ sell-offs, especially finance stocks amid concerns about their performance results for 2Q-2024 after the banking sector reported high expected credit loss, and energy stocks due to the falling global oil prices. In addition, domestic political issues, which need to be monitored continuously, and disappointing regional and US stock markets (after large tech companies reported lower than expected performance results) put pressure on the SET during the week.  
        However, the SET recovered somewhat and rebounded to above 1,300 points at the end of the week, in line with other regional stock markets,  boosted by the Ministry of Finance’s upward revision of Thai GDP growth forecast from 2.4% to 2.7%.
•    On Friday, July 26, 2024, the SET closed at 1,307.21 points, down 0.75% over-week. The average daily trading value was THB36,084.27 million, down 9.25% over-week. The mai closed at 328.18 points, down 2.56% over-week.
•    July 29 – August 2, 2024, KSecurities expects the SET to have support at 1,290 and 1,280 points, but resistance at 1,315 and 1,325 points, respectively. KResearch views that key matters to watch include FOMC meeting (July 30-31), Thai listed companies’ performance results for 2Q-2024, and foreign fund flows. The US economic data that warrant close monitoring include July Manufacturing PMI, ADP Employment Report, Non-farm Payrolls and Unemployment Rate, plus Weekly Jobless Claims. Close attention must also be paid to the Upcoming BOJ meeting, Eurozone’s GDP report for 2Q-2024 and July CPI (Flash), plus July Manufacturing PMI of China, Japan, Eurozone and UK.  

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Financial Markets