Krungsri Securities expects SET to dip today after Fed signals rate hike

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

Krungsri Securities (KSS) expects the SET to dip today, with resistance at 1,600/1,610 points and support at 1,580/1,574 points, after the Fed chair reiterated the 2% inflation target and left the door open for rate hikes if necessary. Meanwhile, Brent crude oil prices rose again after the US and Iran resumed attacks within a month, despite the US gaining rights to manage Venezuela's 65 billion barrels of oil reserves and Venezuela aiming to boost production capacity to over 1.5 million barrels per day. However, Middle East conflicts continue to support oil prices. Krungsri Securities recommends three standout stock themes: Energy Security (PTT, TOP, SCC), banks benefiting from higher US bond yields (KBANK, KTB, KKP, TTB), and Quality Value stocks with re-rating potential (AWC, CENTEL, ERW, AOT). It expects the MSCI Rebalance to have a positive impact on the market today.

Impact on stocks 13

© 2026 MarketDXNews