DELTA Falls 14% in Two Days, Dragging SET Below 1,600 Points; Brokers Recommend Rotating into Petrochemicals and Energy

Price ActionCommodity
โดย HoonSmart·Read original
Summary · why it matters

DELTA shares closed down 7.37% on July 30, 2026, after the Thai stock market reopened, bringing the two-day decline to 43 baht, or 14%, and dragging the SET Index to close at 1,598.11 points, down 26.36 points or 1.62%. Turnover was heavy at 112.05 billion baht, with the main selling pressure coming from securities company proprietary accounts, which offloaded 3.42 billion baht, foreign investors selling 1.74 billion baht, and domestic institutions selling 1.19 billion baht, while retail investors bought back 6.36 billion baht. Electronics stocks were hammered by the global sell-off in technology and semiconductor shares, with the ETRON Index plunging 7.38% to close at 29,900.84 points. Bualuang Securities recommends rotating out of electronics into laggard petrochemical names such as IVL and PTTGC, while highlighting upstream energy plays like PTTEP and PTT, which stand to benefit from Dubai crude oil prices surging by 10.34 dollars to 87.84 dollars per barrel amid Middle East tensions. Meanwhile, TISCO ESU sees funds rotating into fundamentally strong energy and basic materials stocks, riding the commodity cycle recovery.

Impact on stocks 5

Electrification & Mobility▼ · 1 stocks
Critical Materials & Supply Chain▲ · 1 stocks
Indorama Ventures PCL
IVL
▲ PositiveDemandrelevance

Bualuang Securities recommends rotating into petrochemicals like IVL, benefiting from commodity cycle recovery and Middle East tensions boosting oil prices.

Materials▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
PTT Public Company Limited
PTT
▲ PositiveDemandrelevance

PTT is highlighted as an upstream energy play benefiting from Dubai crude price surge amid Middle East tensions.

Energy▲ · 1 stocks
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