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Analysts see buoyant SET following rate cut

Analysts are lifting Stock Exchange of Thailand (SET) index estimates for 2026 after the Monetary Policy Committee (MPC) cut the policy rate by 25 basis points (bps) to 1.00%, the lowest level in nearly four years, triggering expectations of a market re-rating.

Feb 26, 2026 &02192626202628; 22:19 UTC www.bangkokpost.com Trending 3/5

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Positive for markets

Sentiment score: +75/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Il taglio dei tassi della Banca Centrale Thailandese al minimo degli ultimi quattro anni stimola le aspettative di rivalutazione del mercato azionario locale. Gli analisti hanno rialzato le stime per l'indice SET nel 2026, prevedendo un effetto positivo sulla liquidità e sulle valutazioni.

AI CONFIDENCE

80% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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SET

SETIndex

Expected to rise

Taglio dei tassi stimola la liquidità, riduce il costo del capitale e favorisce le valutazioni azionarie

PRICE HISTORY

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⚡ SUGGESTED ACTION

Considerare esposizione a ETF o azioni thailandesi, con focus sui settori ciclici e finanziari più sensibili ai tassi.

KEY SIGNALS

MPC cut policy rate by 25 bps to 1.00%Lowest rate in nearly 4 yearsAnalysts lifting SET index estimates for 2026

SECTORS INVOLVED

FinanziarioImmobiliareConsumo discrezionaleCiclici

Analysis generated on Feb 26, 2026 at 22:40 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Bangkok Post Business. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Analysts see buoyant SET following rate cut

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