SET Index Roundup
Thailand’s SET Index closed today at 1,261.39 points, down by 12.38 points or 0.97% with a trading value of 37,422.31 million baht. Analysts revealed that the Thai stock market declined due to selling pressure on DELTA, which exceeded the Cap Weight threshold, leading to sell-offs. Additionally, there was profit-taking in banking stocks and escalating tensions between Thailand and Cambodia.
Tomorrow, the index is expected to move sideways with a potential downside. Investors are closely monitoring the results of the Fed meeting, which will assess the US economic outlook and interest rates for next year, as well as this month’s high-level meeting in China. Support is set at 1,254 points and resistance at 1,270 points.
Economic Committee Approves TISA
Siripong Angkasakulkiat, the Government Spokesperson, revealed that the meeting of the Economic Policy Committee today approved in principle and acknowledged the implementation of the “Quick Big Win” measures to increase saving opportunities and financial security for the public, as proposed by the Ministry of Finance. These measures will be presented to the Cabinet for further consideration.
Mr. Ekniti Nitithanprapas, Minister of Finance and Deputy Prime Minister, disclosed that the “Pillar 5” measure regarding saving promotion aims to increase saving opportunities and financial security, and to accommodate the transition into an aging society. The tax deduction limit for the Thailand Individual Saving Account (TISA) will be raised to a maximum of 800,000 baht per year without needing annual approval. Individuals with annual income under 1.5 million baht—totaling 11.4 million people—will receive an increased tax deduction of 1.3 times. This aims to prepare Thais for an aging society, mobilize more savings, and boost capital market inflows.
MONO’s EPL Vietnam Consulting Deal
Mono Next Public Company Limited (SET: MONO) is moving forward with plans to expand its operational footprint in the Vietnamese content market, placing a significant consulting and services agreement. This will be proposed for shareholders approvals on February 6, 2026.
The core focus of the consultation agenda item from the Board of Directors meeting on December 8, 2025, is to consider and approve the connected transaction regarding the Consulting and System Integration Services Agreement for the Broadcasting of Premier League Content in Vietnam. This agreement is essential because it involves MONO Streaming, a subsidiary of Mono Next, providing services to Jasmine International (Hong Kong) Limited (JAS HK), a connected person due to both companies sharing the same major shareholder, Mr. Pete Bodharamik.
BGRIM COD Philippines Solar Power
B.Grimm Power Public Company Limited (SET: BGRIM) has disclosed through the Stock Exchange of Thailand a 65 MWp power plant in the Philippines has commercialized on 5 December 2025 with a short-term feeding through spot market at higher tariff and will officially begin feeding electricity through the Department of Energy in mid-January 2026.
Effective 15 January 2026, the Project will commence energy delivery under its 20-year Power Purchase Agreement (PPA), awarded through the Department of Energy’s Green Energy Auction – 4 (GEA-4), at a fixed tariff of PHP 4.43/kWh (approximately THB 2.40/kWh).
