Krungsri Securities expects SET to move sideways up today on easing war tensions and falling oil prices

MacroCommodity
โดย HoonSmart·Read original
Summary · why it matters

Krungsri Securities expects the Thai stock market today to move in a sideways-up range, with resistance at 1,635 and 1,645 points and support at 1,613 and 1,608 points, after the war situation eased when President Trump announced the cancellation of a major attack plan. Meanwhile, OPEC+ increased production by 180,000 barrels per day, causing Brent crude oil prices this morning to drop to 83 to 85 US dollars per barrel, and the 10-year US Treasury yield fell by 5 basis points. On the domestic front, the government is pushing ahead with full-scale economic stimulus plans, setting up five committees to drive GDP growth of 3 percent per year, targeting an increase in the investment ratio to 30 percent of GDP within four years. It highlights three investment themes: investment-themed stocks, anti-commodity stocks, and stocks benefiting from easing tensions, with top picks being GULF, GPSC, and MTC.

Impact on stocks 4

Energy Transition & Power Demand▲ · 2 stocks
Global Power Synergy PCL
GPSC
▲ PositiveDemandrelevance

Anti-commodity stocks benefit from falling oil prices, reducing input costs for power generation.

Financials▲ · 1 stocks
Others▼ · 1 stocks
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