• The International Monetary Fund (IMF) slightly lowered its global GDP forecast for 2025 due to concerns about geopolitical conflicts and economic decoupling, which may cause the global economic recovery to face difficulties. Volatility and slower growth This is in line with the view of the US Federal Reserve (Fed), which met in mid-December 2024. Even though it decided to reduce interest rates by 0.25% to the level of 4.25-4.50%, it signaled that next year the use of an accommodative monetary policy may Not so easy Causing the stock market to respond negatively in the short term.
– The SET Index in 2024 closed at a level nearly unchanged from the previous year. However, the Thai stock market delivered stronger returns in the second half of the year. Analysts predict that the Thai economy will continue to grow steadily in 2024 and 2025, driven primarily by the export and tourism sectors, although potential uncertainties may lie ahead. – On December 12, 2024, Prime Minister Ms. Pae Thongthan Shinawatra presented the government’s three-month performance report and unveiled new administrative policies under the campaign “2025 Thai Opportunity, Real Possibility.” The initiative, titled “2025 Empowering Thais: A Real Possibility,” outlines 11 key policies categorized into two main groups. These policies are anticipated to positively influence stocks across various related sectors.
• At the end of December 2024, the SET Index closed at 1,400.21 points, causing the second half of 2024 SET Index to increase by 7.6%. As a result, from the beginning of the year to the end of December 2024, the SET Index decreased by only 1.1%. Improved better than the SET Index compared to the end of 2023, including the technology group. and financial group
• The average daily trading value on SET and mai was 40,704 million baht, an increase of 1.8% from December 2023, while in 2024 the average daily trading value was 46,551 million baht, a decrease of 12.7% from the same period last year. However, there are signs that the trading value of domestic institutional investors has increased to above 10% of the total trading value. three consecutive months
• In December 2024, there were new companies listed for trading on SET, 1 security being Nakornthon Hospital Public Company Limited (NKT) and in mai 1 security being Inspire IVF Public Company Limited (IVF).
