Thailand’s SET Index closed at 1,485.03 points, increased 20.60 points or 1.41%, with a trading value of THB 66.92 billion. The analyst stated that the Thai market surged following a temporary ceasefire agreement between the U.S. and Iran, which bolstered the stocks that had declined during the fighting period, while the energy sector began to consolidate.
For tomorrow, the analyst expects the Thai market to move sideways, recommending investors closely monitor the peace negotiation.
President Donald Trump has delayed military action against Iran, establishing a two-week halt in operations. The decision followed mediation efforts led by Pakistan’s leadership subject to full Hormuz reopening. He also signaled his willingness to consider Iran’s 10-point peace proposal.
Meanwhile, Iran’s Foreign Minister has responded by stating that a safe passage through the Strait of Hormuz will be possible via coordination with Iran’s Armed Forces.
According to Kiatnakin Phatra Securities (KKPS), Thailand’s inflation trajectory is showing signs of a turning point, with the pace of moderation slowing markedly in recent months. This moderation comes as the downward pressure from energy prices has begun to ease, following heightened tensions stemming from the Iran-Israel conflict.
As such, KKPS has sharply revised its full-year 2026 headline inflation forecast upward, from 0.2% to 3.0%. This revision is underpinned by an updated baseline oil price assumption of $92.5 per barrel.
FTSE Russell has officially announced the reclassification of Vietnam’s stock market from “Frontier” to “Secondary Emerging Market,” a significant milestone for the country’s financial sector. The change will take effect on September 21, 2026, supporting investor confidence and potentially attracting new capital flows into Vietnamese equities.
