บทวิเคราะห์ (Research)

The SET Index rose by 9.24 points, or 0.7%, primarily driven by DELTA, which gained 3%, followed by bank stocks that outperformed expectations with stronger-than-expected earnings. Leading the gains were KTB (+5.5%), TTB (+3.8%), and KKP (+3.4%). The finance sector also advanced, led by SAWAD (+2%) and MTC (+1.7%), supported by a decline in U.S. bond yields. In contrast, the insurance sector declined by 1.3%, and China-related stocks like IVL (-2%) and SCGP (-1.1%) dropped following reports that Trump is considering imposing a 10% tariff on Chinese goods in February due to issues related to fentanyl