On Friday at 10:46 AM (Bangkok time), the share price of Regional Container Lines Public Company Limited (SET: RCL) jumped by 4.59% or THB 1.25 to THB 28.50, with a trading value of THB 89.58 million.
Precious Shipping Public Company Limited (SET: PSL) increased by 2.36% or THB 0.15 to THB 6.50, with a trading value of THB 13.42 million.
Thoresen Thai Agencies Public Company Limited (SET: TTA) rose by 1.47% or THB 0.06 to THB 4.14, with a trading value of THB 3.76 million.
Thanachart Securities stated that the Baltic Dry Index (BDI) climbed 9.2%, closing at 1,626 points—the highest since March—driven by a surge in exports for Capesize and Panamax vessels, which primarily carry bulk commodities like coal, iron ore, and agricultural products.
This uptick comes amid export accelerations due to uncertainty over tariff measures, as well as a positive atmosphere following a constructive phone call between U.S. President Donald Trump and Chinese President Xi Jinping. The analyst viewed this as a positive signal for shipping stocks such as RCL, PSL, and TTA.
Meanwhile, Krungsri Securities (KSS) noted that shipping stocks (both container and dry bulk) are attractive investment options for the second and third quarters of 2025, especially after trade tensions between the U.S. and China eased on May 12—considered a critical turning point.
The brokerage firm recommends short- to medium-term speculative plays in shipping names like RCL, TTA, and PSL, with a strategy to lock in profits by the end of 3Q25 or before renewed uncertainty in the fourth quarter.
