On Tuesday, the share price of Indorama Ventures Public Company Limited (SET: IVL) in the morning session closed at THB 19.30, a THB 0.10 or 0.52% increase with a total trading value of THB 247.52 million.
Meanwhile, the share price of The Siam Cement Public Company Limited (SET: SCC) in the morning session closed at THB 211.00, a THB 2.00 or 0.96% increase with a total trading value of THB 1.35 million.
The share price of PTT Global Chemical Public Company Limited (SET: PTTGC) in the morning session closed at THB 24.20, a THB 0.30 or 1.26% increase with a total trading value of THB 402.92 million.
The share price of SCG Packaging Public Company Limited (SET: SCGP) surged to the highest price of THB 21.10 before paring down to yesterday’s price of THB 20.90 at the end of the morning session. The stock has a total trading value of THB 137.50 million during the session.
Krungsri Securities (KSS) stated that following China’s reports of its latest economic figures, the segments that expanded better than expected include the Industrial Production Index, which grew by 5.2% year-on-year, surpassing the expectation of 4.4% growth, and accelerating from the previous month’s 4.8%.
Meanwhile, segments that were in line with expectations are as follows:
- China’s 4Q25 GDP, which grew by 4.5% year-on-year, matching forecasts, but slowed from the previous quarter’s 4.8% growth, resulting in 5.0% GDP growth in 2025, meeting the government’s target.
- Unemployment rate remains at 5.1%, also as expected and unchanged from November.
Segments that decelerated include:
- Retail sales index, which grew 0.9% year-on-year, below expectations of 1.2%, and slowing from last month’s 1.3%.
- Investment in fixed assets stood at a 3.8% year-to-date decrease compared to the same period of the previous year, declining further from last month’s 2.6% YTD decrease.
KSS sees economic stimulus through fiscal policy, quasi-fiscal measures (and monetary policy reflecting internal consumption stimulus), anti-involution measures, and a focus on technological support as positive for China’s economic growth outlook this year. The view is positive toward stocks with a China Plays theme, including IVL, SCC, PTTGC, and SCGP.
