SET opens up 14 points, lifted by chip stocks and Microsoft earnings

AnalystPrice Action
โดย thunhoon.com·Read original
Summary · why it matters

The SET index opened at 1,612.20 points, up 14.04 points or 0.88 percent. CGS International Thailand estimates today's trading range at 1,600 to 1,630 points and views yesterday's dip below 1,600 as a false signal. The market drew support from a surge in chip stocks and strong Microsoft earnings, which eased concerns about technology companies' artificial intelligence infrastructure spending. For stock recommendations, CGS International expects Delta's revenue to grow strongly in the second half of 2026, with third-quarter 2026 revenue forecast to rise 15 percent from the previous quarter, along with a sell recommendation at a profit-taking point of 273.00 baht and a stop-loss point of 261.00 baht. Meanwhile, GULF's second-quarter 2026 net profit is projected to increase 51 percent from a year earlier and 19 percent from the previous quarter to 10.7 billion baht, marking a sixth consecutive record high, while core earnings per share estimates for 2026 to 2028 are raised, with a profit-taking point at 66.50 baht and a stop-loss point at 65.25 baht.

Impact on stocks 2

Energy Transition & Power Demand▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
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