SET Fluctuates Awaiting Export Data and Thailand Focus 2026

Post Today•Economy•3d ago

Reader Briefing

InnovestX assesses the SET Index as fluctuating while awaiting new catalysts and domestic economic stimulus measures.

•InnovestX expects the SET Index to move sideways in the short term.
•Thailand Focus 2026 is scheduled for August 26-28 to build confidence among global institutional investors.
•The Monetary Policy Committee (MPC) meeting is scheduled for August 26.
•InnovestX recommends a 'Selective Buy' strategy across four specific trading themes.

•InnovestX notes the SET Index is fluctuating while awaiting new drivers despite pressure from potential US sanctions on Iran.
•The Monetary Policy Committee (MPC) will hold a meeting on August 26, with InnovestX expecting the policy interest rate to remain at 1.00%.
•Thailand Focus 2026 will take place from August 26-28 to attract fund flows into large-cap stocks (SET50).
•The government is considering economic stimulus measures including Thai Thiao Thai Plus and solar rooftop installation subsidies.
•InnovestX warns of risks from prolonged Middle East tensions which could pressure investments and the economy via inflation concerns.
•AMATA is projected to have net profit growth of 50% YoY in 2026 with a land sales target of 2,800 rai.
•KTB loans in July 2026 showed the most prominent growth in the group both MoM and YTD, with a 2026 loan growth forecast of 4%.

Full article content is available on the original source.

InnovestX Securities Co., Ltd.(บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์ จำกัด)

A securities company providing market assessments and investment strategies for the SET Index.

MPC(กนง.)

The Monetary Policy Committee that holds meetings to determine the policy interest rate.

AMATA

A company recommended for investment due to technology and Data Center investment trends in Thailand.

KTB

A bank with significant loan growth in July 2026 supported by government loans.

THAI

An entity from which KTB will recognize remaining FVTPL profit in Q3/2026.

Thai Thiao Thai Plus(ไทยเที่ยวไทยพลัส)

A government economic stimulus measure promoting domestic tourism.

USA(สหรัฐฯ)ℹ️

The country preparing to announce severe sanctions against Iran.

Iran(อิหร่าน)ℹ️

The country facing potential severe sanctions from the USA.