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27 Jan 2025

Financial Markets

The Baht hit a 2-1/2 month high while the SET rose over-week after falling for 3 consecutive weeks

คะแนนเฉลี่ย
•    The Thai stock market fluctuated but closed above last week’s level.
        The SET moved in a narrow range early in the week before surging around  midweek in line with other regional stock markets, as investors were less concerns somewhat about international trade conflicts after US president Donald Trump appeared to soften his stance on tariffs. The SET was also boosted by the purchases of banking stocks due to the better-than-expected performance results for 4Q-2024, and technology stocks in line with the trend of US technology stocks.
        However, the SET tumbled later amid profit-taking by foreign investors after having responded to the above positive factors. Banking stocks (after the release of performance results) and energy stocks (affected by falling global oil prices faced) sharp sell-offs. The SET rose again at the end of the week following foreign stock markets after Donald Trump hinted that he will demand that interest rates drop immediately and other central banks should lower interest rates as well.

•    On Friday, January 24, 2025, the SET closed at 1,354.07 points, up 1.00% over-week. The average daily trading value was THB34,664.20 million, down 21.84% over-week. The mai closed at 286.79 points, up 4.07% over-week.
•    January 27-31, 2025, KSecurities expects the SET to have support at 1,345 and 1,330 points, but resistance at 1,360 and 1,375 points, respectively. KResearch advises investors to watch key factors, including FOMC meeting (January 28-29), 4Q-2024 performance results of Thai listed companies, policies of US president Donald Trump, and foreign fund flows. The US economic data that warrant close monitoring include New Home Sales, Durable Goods Orders, Personal Income and Outlays, PCE/Core PCE Price Index for December 2024, GDP report for 4Q-2024, plus Weekly Jobless Claims. Close attention must also be paid to Eurozone’s GDP report for 4Q-2024, the upcoming ECB meeting, China’s Manufacturing and Services PMI for January 2025 and Industrial Profits for December 2024, plus Japan’s Retail Sales and Industrial Production for December 2024.

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Financial Markets