บทวิเคราะห์ (Research)

SET Index rebounded yesterday as impact of Trump’s day-one policies was smaller than expected. Since SET valuation is still cheap, SET Index may rebound but remain volatile. Trump’s policies must be watched closely. Economic stimulus measures – e.g. Easy E-Receipt, B10,000 cash handout to 3 elderly people on January 27, and digital wallet phase 3 in 2Q-3Q25 – will boost consumption, so commerce stocks are expected to outperform SET.