บทวิเคราะห์ (Research)

Sideways with Sectoral Rotation The SET Index has rebounded ~14% from its June low (~1,070) to ~1,250, supported by easing geopolitical tensions and a successful U.S. trade negotiation. However, we believe much of the good news has already been priced in. With August earnings season beginning on a mixed note and foreign inflows showing signs of moderation, we expect the market to enter a sideways-to-slightly-down consolidation phase. Still, sector rotation remains active, and investors may find alpha in laggard names or those with upcoming catalysts.