Krungsri Securities expects SET to swing up, driven by three main groups despite rising bond yields and oil prices

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Summary · why it matters

Krungsri Securities (KSS) expects the SET to trend sideways/up today, with resistance at 1,607/1,615 points and support at 1,582/1,578 points. Although the renewed US-Iran conflict has pushed the 10-year bond yield to its highest level since January 2025, crude oil prices have not made new highs; Brent is still facing short-term resistance and moving around $90 +/-. This reflects that the situation has passed its peak. The main factors this week are the US labor report and the momentum of the CAPEX cycle, supported by South Korea's August exports, which expanded by a strong 68.7%, better than expected and accelerating from the previous 63%. This is positive for Asian stocks, especially the electronic components sector. On the domestic front, the Ministry of Finance and the SEC are preparing to propose to the Cabinet the approval of the Thailand Individual Savings Account (TISA) project, which is a positive psychological factor for the market. Recommended stocks include TOP, SPRC, and HANA.

Impact on assets 4

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