Krungsri Securities reported that this morning, September 30, 2026, China released its September 2026 PMI figures, which came in better than expected and accelerated. The brokerage views this positively for the Chinese and Hong Kong stock markets and for China play stocks such as SCC, PTTGC, IVL and SCGP, as well as for tourism stocks benefiting from the run-up to China's Golden Week, namely AOT, ERW and AWC. As for the figures released, China announced its Manufacturing PMI at 50.1 points, in line with market expectations and up from 49.8 points in August, while the Non-Manufacturing PMI rose sharply to 50.2 points, beating market expectations of 49.2 points and up from 49.0 points in August. The Caixin Manufacturing PMI rose to 52.1 points, better than market expectations of 51.7 points and up from 51.5 points in August. The Caixin Services PMI came in at 51.6 points, better than market expectations of 51.3 points and up from 51.4 points the previous month. Krungsri stated that the PMI figures came in better than expected and accelerated, especially the Caixin readings, which reflect the private sector and SMEs, indicating that momentum in both the manufacturing and services sectors continues to expand, and the outlook for the rest of the year is expected to remain positive, supported by China's latest move to stimulate the economy, with the PBOC yesterday cutting its policy rate by 0.25% along with a large package of stimulus measures worth 1 trillion yuan, or about 0.7% of GDP.
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