CGSI expects SET to weaken to 1,575-1,595 points as bond yields and oil surge

MacroCommodity
โดย HoonSmart·TH·Read original
Summary · why it matters

CGS International Securities (Thailand) or CGSI expects the SET index to weaken within the range of 1,575-1,595 points, as global bond yields and crude oil prices surged due to the escalating conflict between the US and Iran, pressuring risk assets. The Dow Jones closed down 419.02 points, or 0.79%, at 52,766.88 points, while the S&P 500 fell 0.71% and the Nasdaq declined 1.03%. WTI oil closed at $90.22 per barrel, up 5.2%, and COMEX gold fell 1.90% to $4,396.40 per ounce. CGSI recommends BDMS shares, which are expected to see revenue and profit recovery in the second half of the year, and PTTEP, which posted net profit of 27,197 million baht in the second quarter of 2026, up 130% quarter-on-quarter.

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