Krungsri Securities expects SET to fluctuate within a range, pressured by DELTA's lower-than-expected profit

EarningsMacroCommodity
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Summary · why it matters

Krungsri Securities forecasts that the SET index will fluctuate today within a resistance range of 1,652 to 1,657 points and a support range of 1,630 to 1,622 points, pressured by DELTA's second-quarter 2026 earnings, which came in 31% below market expectations. This could prompt investment flows to rotate into banking, telecommunications, power, hotel, and hospital sectors. Meanwhile, the short-term halt in attacks between the US and Iran has pushed Brent crude oil prices down to 87 to 88 US dollars, and the 10-year US Treasury yield has softened by 5 basis points to around 4.63%, a positive factor for global risk assets, especially in Asian emerging markets that import oil from the Middle East. This is expected to support continued net foreign buying of Thai stocks, which has occurred on 20 of the last 23 trading days. Recommended stocks for today include AOT, MTC, and GULF.

Impact on stocks 4

Electrification & Mobility · 1 stocks
Industrials · 1 stocks
Energy Transition & Power Demand · 1 stocks
Financials · 1 stocks