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.
Fed Chair Warsh's debut: the dot plot may fade as rate-cut signals weaken
As new Fed Chair Warsh makes his debut, markets are watching whether the dot plot will fade, whether forward guidance will be weakened, and whether signs of rate hikes will start to emerge as inflation rises, forcing a repricing of rate expectations.
The three major U.S. indexes hit record highs again, as tech stocks and oil moved in opposite directions
On Wednesday, the three major U.S. stock indexes all closed at record highs. The Nasdaq and S&P 500 extended their strength, and Micron Technology kept rising on the AI frenzy. Oil prices fell sharply as hopes for a U.S.-Iran ceasefire lifted risk appetite.
GuocoLand issues 110 million baht notes with 2.5% annual coupon
GuocoLand plans to issue notes worth 110 million, with an annual coupon of 2.5%. Interest will be paid twice a year. The issue will be solely underwritten by DBS Bank and guaranteed, and the net proceeds will be used for working capital.
Tax-payment wave hits pharma companies under SET scrutiny: BeiGene pays 446 million
Under SET scrutiny, BeiGene's subsidiary paid about 446 million in taxes and late fees, while pharmaceutical companies such as Aier Eye have also reported tax adjustments this year. Lawyers say Golden Tax Phase 4 is forcing a cleanup.
Fed FOMC holds rates steady: statement removes dovish tilt
The Fed's FOMC approved the statement by a 12-0 vote, keeping the federal funds target range unchanged at 3.5% to 3.75% and removing the dovish tilt. The statement said the economy is expanding at a solid pace and inflation remains above the 2% target.
Global Crude Oil Prices Plunge: Market Logic Amid Multiple Converging Factors
Global crude oil prices fell sharply, with Brent dropping to $83 and WTI testing $80.75. This article analyzes the causes of the oil price plunge from supply-demand fundamentals, the macroeconomic backdrop, and geopolitical factors, and looks ahead to possible market paths.
"Cheap Doesn't Mean Worth Buying: How Do You Tell Whether a Stock Is Expensive or Cheap?"
Many retail investors think low-priced stocks are bargains and high-priced names are untouchable, but price ≠ value. This article explains how to judge a stock using P/E and P/B, separate market price from intrinsic value, find industry leaders via ETFs, and help beginners avoid the trap of trading by share price alone.
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