Sector Analysis
In-depth analysis of Thailand SET stock market sectors, including banking, energy, consumer, technology and other core sectors, exploring sector rotation patterns and investment opportunities.
Thailand EEC Semiconductor Cluster Welcomes New Project, Advanced Packaging Investment Accelerates Industry Upgrade
This article reports the latest progress of the semiconductor cluster in Thailand's Eastern Economic Corridor (EEC), where TSMC and a Thai partner are co-building an advanced packaging plant with total investment exceeding 300 billion baht. It analyzes the significance of this investment for upgrading Thailand's semiconductor supply chain, its impact on related SET-listed stocks, and offers industry trend insights for investors.
Global semiconductor market hits record high in Q2 2026, driven by AI and automotive chips
The global semiconductor market reached a record $162B in Q2 2026, up 12.3% YoY and 4.1% QoQ. AI chip demand surged, automotive chips grew steadily from EV adoption. Analysts cite improved supply-demand and tech innovation as drivers, but geopolitical risks remain.
Walmart drone deliveries top 1 million orders; shares rise over 2% premarket (Thailand market watch)
Walmart (WMT.US) rose more than 2% in premarket trading after its drone delivery service completed 1 million deliveries. Working with Wing and Zipline, it now operates 66 sites across four U.S. states, with an average delivery time of 23 minutes.
Thai consumer stocks’ reflationary K-shaped recovery? UBS names its top picks
UBS expects reflation hopes in China consumer stocks to rise in the second half, with the sector showing a K-shaped recovery. The note explains PPI/CPI trends, diverging earnings and valuations, and lists preferred consumer staples names and stocks it dislikes.
Thai market view: Goldman sees SpaceX AI revenue topping 100x by 2030
From a Thai IPO perspective, Goldman sees SpaceX's AI revenue rising from $3.2 billion in 2025 to $322 billion in 2030, about 100x. Free cash flow turns positive in 2031 and tops $72 billion.
OpenAI Rushes Toward IPO: This Is Not an AI Golden Age, It's an AI Bubble Public Execution
OpenAI has filed its IPO-related paperwork, marking a shift for leading foundation-model companies into public scrutiny and financial verification. This article examines the cost structure and competitive landscape of the large-model industry, maps the value of compute, cloud, and enterprise AI segments, and assesses valuation rerating risk while building a medium- to long-term investment and risk-control framework.
Can AI Software Stocks Rebound? Snowflake's Surge Sparks a New Theme—Who Will Be the Next Double-Bagger?
Snowflake's sharp rally has ignited the AI software stock theme and reversed market sentiment. This article maps four core enterprise AI segments—data, operations monitoring, workflows, and identity/security—analyzes each company's moat and value, and lays out a framework for spotting potential breakout names.
Trump jokes he can blame Vance if Iran deal fails; negotiating text sparks controversy
At the G7 summit, Trump said he would be 'happy' to blame Vice President JD Vance if the Iran deal falls apart. Meanwhile, the text of the Iran agreement read out by U.S. officials sparked criticism from Republican senators, with provisions on a ceasefire, sanctions relief and access through the Strait of Hormuz.
U.S. stocks fall, Dow drops nearly 500 points as hawkish Fed pushes yields higher
U.S. stocks fell Wednesday, with the Dow down nearly 500 points and tech heavyweights leading the decline. After new Fed Chair Kevin Warsh's first meeting, a hawkish dot plot sent U.S. Treasury yields surging and put renewed pressure on the market's rate outlook.
Fed holds rates steady and trims statement, removing any dovish tilt
The Fed kept rates unchanged at 3.5% to 3.75% and removed language in its post-meeting statement that hinted at a future rate-cut bias. The dot plot showed rate-cut expectations for this year were pulled back, officials raised inflation forecasts and lowered growth forecasts, and markets now expect no cuts in 2026.
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