Kasikorn Thai Expects SET Today in 1,570-1,600 Range, Eyes BoJ and FTSE Rebalancing

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โดย Business Today·TH·Read original
Summary · why it matters

Kasikorn Securities assesses that the SET Index today will move in a range of 1,570-1,600 points, with the market beginning to see buying return after passing the Fed meeting, which raised rates as expected. Although there is still a chance of further increases, the next direction will depend mainly on inflation data. Earlier, the SET Index closed at 1,583.34 points, up 20.61 points, or 1.32%, with foreign investors returning to net buy Thai stocks of 1.651 billion baht. A positive factor came from the Brent crude oil price falling to 104.8 dollars per barrel after Saudi Arabia diverted some oil exports through Oman and accelerated the restoration of the East-West pipeline, while the yield on 10-year US government bonds fell 8.8 basis points to close at 4.93%. Meanwhile, the Bank of England voted 6 to 3 to keep interest rates at 3.75% and temporarily halt active government bond sales. Today, the market must also monitor the Bank of Japan meeting, which is expected to raise interest rates by 0.25%, along with remarks from Governor Kazuo Ueda, and late in the session there is FTSE Rebalancing, which is expected to support fund flows and increase volatility in individual stocks. The short-term strategy focuses on gradually accumulating stocks that have corrected sharply but whose fundamentals and earnings outlook remain strong, with today's standout stocks being DELTA and ADVANC.

Impact on stocks 5

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％UK Government Bond 10Y
GB-10Y
▲ PositiveMonetaryrelevance

Bank of England voted 6-3 to keep rates at 3.75% and temporarily halt active gilt sales, supporting UK bond prices and pushing the 10Y yield down.

％Effective Federal Funds Rate
EFFR
± MixedMonetaryrelevance

Article notes the Fed raised rates as expected with a chance of further increases, but gives no explicit direction for the effective fed funds rate.

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