บทวิเคราะห์ (Research)

Favor domestic plays There are many economic stimulus measures in 1Q-2Q25, e.g. Easy E-Receipt (tax deduction of B50,000) and B10,000 cash handout to 3 million elderly people (digital wallet phase 2) today. Spending will be robust during Lunar New Year. Then, digital wallet phase 3 will be ready in 2Q25, then and Thai Tiew Duay Kan (Thai Travel Together) will be launched. 1H25 GDP growth is projected to be strong. We recommend stocks benefiting from robust spending, e.g. commerce, food-drink, and tourism. SET Index will be volatile until turnover ratio recovers.