Thailand’s SET Index closed at 1,533.64 points, increased 17.63 points or 1.16%, with a trading value of THB 77.69 billion. The analyst stated that the Thai market extended gains due to supporting factors from big-cap stocks’ dividend and special dividend announcements, particularly from the banking stocks, which market participants anticipate KBANK to be the next to announce such a dividend.
However, as ex-dividend (XD) dates approach, the market may potentially move with volatility. For tomorrow, ADVANC will enter the XD date, with a total dividend (including special dividend) payment of almost THB 30, while GULF’s is set for March 2, 2026.
Nvidia delivered another blockbuster quarter, reporting fiscal fourth-quarter revenue of $68.1 billion — beating the Street’s $65.9 billion estimate by more than $2 billion and marking a staggering 73% jump from the same period a year ago.
Management projected first-quarter revenue of $78 billion, plus or minus 2% — a figure that sailed past Wall Street’s $72.78 billion estimate by over $5 billion.
Following the Monetary Policy Committee’s surprise 0.25 percentage point rate cut, Morgan Stanley acknowledged that the BOT’s terminal rate forecast of 1% has now been reached, albeit slightly earlier than anticipated. The investment bank stated that the threshold for additional monetary easing is now considerably higher.
Morgan Stanley views the current economic outlook as largely aligned with the BOT’s own assessments, noting that central bank guidance suggests the monetary easing cycle has come to an end.
