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SET Faces Pressure from Rising Oil Prices and Bond Yields; Recommends Pivoting to "Value Stocks" with Focus on Banks and Retail
72 Prachachat · Sep 1, 2026
SET Faces Pressure from Rising Oil Prices and Bond Yields; Recommends Pivoting to "Value Stocks" with Focus on Banks and Retail
Financials Technology Consumer Discretionary
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SET Faces Pressure from Rising Oil Prices and Bond Yields; Recommends Pivoting to "Value Stocks" with Focus on Banks and Retail Prachachat · Sep 1, 2026

Thai stock market (SET) facing headwinds from rising crude oil prices and elevated US bond yields, which pressure growth stocks. Pi Securities recommends shifting to value stocks, particularly banks (BBL, KKP, KTB, SCB, KBANK), retailers (CPALL, CPN, HMPRO, CRC), and select tech/telecom (ADVANC). SET expected to trade 1,585–1,610 points today. Watch US employment data and Fed policy expectations (65% odds of rate hike in September) as key drivers.
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