บทวิเคราะห์ (Research)

The SET Index dropped by 7.55 points or -0.6%, with a light trading volume of 29.5 billion baht. The main pressure came from the electronics sector, particularly DELTA, which fell by -4.5%, contributing to a 6- point drop in the market, following a -4% decline in NVIDIA's stock price amid concerns over the U.S. government's potential tightening of chip export regulations to China. The finance sector also faced pressure, with SAWAD down by -3.3% after the Consumer Protection Board announced plans to sue over consumer exploitation. In the F&B sector, OSP dropped by -2.8% and CBG by -1.4%, due to concerns about competitive pressures. On the positive side, SCC rose by +2% and SCGP by +4%, with the market expecting earnings to have passed their lowest point. The tourism sector saw gains, with CENTEL up by +0.9% and MINT by +1.3%.