Display mode (Doesn't show in master page preview)

8 Apr 2025

Financial Markets

The Baht tumbled while the SET hit its lowest in 5 years at the end of the week

คะแนนเฉลี่ย
•    The Thai stock market tumbled at the end of the week amid concerns about the impact of US reciprocal tariffs.
        The SET dropped early in the week amid concerns about the impact of earthquake that struck Thailand on March 28, causing sell-offs across all sectors, particularly those of real estate and banking stocks deemed to be the most affected by the earthquake. However, construction materials stocks, expected to benefit from such event, and outperformed those in other sectors.
        Later, the SET recovered somewhat until midweek as market assessed the earthquake as a short-term negative factor before dropping sharply again after US announced its reciprocal tariff rates on its trading partners (starting from April 9), and Thailand was among countries subjected to high import tariffs. Such negative factor caused investors to sell off stocks across all sectors to reduce risk exposure. The SET continued to drop towards the end of the week in line with other foreign stock markets and hit its lowest in 5 years at 1,122.51 points. Nonetheless, finance stocks outperformed those in other sectors, as boosted by expectations of Thailand’s policy rate cut.  
 
  • On Friday, April 4, 2025, the SET closed at 1,125.21 points, down 4.27% over-week. The average daily trading value was THB36,223.10 million, up 44.04% over-week. The mai closed at 238.26 points, down 1.91% over-week.
  • April 8-11, 2025, KSecurities expects the SET to have support at 1,110 and 1,100 points, but resistance at 1,135 and 1,150 points, respectively. KResearch advises investors to watch key factors, including trade conflicts between US and its trading partners, and foreign fund flows. The US economic data that warrant close monitoring include March CPI and PPI, FOMC minutes (March 18-19), plus Weekly Jobless Claims. Close attention must also be paid to China’s March CPI and PPI, Japan’s March PPI, and Eurozone’s February Retail Sales.

View full article


Financial Markets