บทวิเคราะห์ (Research)

The SET Index fell by 12 points, or nearly 1%, driven by pressure on the power sector following the ERC's proposal to set electricity tariffs at THB 3.98 per unit. Notable declines included BGRIM (-4%), GPSC (- 1.6%), EA (-10.8%), and BCPG (-2.2%). The packaging sector also faced selling pressure, with SCGP dropping 5.7%, despite China's 4Q24 GDP growth exceeding market expectations. Profit-taking emerged in the ICT sector, with ADVANC (-2%) and INTUCH (-1.5%), while the hotel sector remained under pressure due to concerns over the recovery of Chinese tourists, weighing on ERW (-2.5%), CENTEL (- 1.6%), and AWC (-1.3%). On the upside, CPAXT rose 2.7%, supported by better-than-expected synergy outcomes following its internal restructuring, and COM7 edged up 0.4% after clarifications that its largest shareholder had not used shares for margin trading.