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6 พ.ย. เวลา 02:27 • ธุรกิจ
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Economics Morning Brief and Today's News Summary by Manrat Chotsiri [06/11/2026]

Here's a summary of the key news and important issues in Thailand during early November 2026:
🏛️ Political and Economic News
S&P Maintains Thailand's Credit Rating at BBB+: S&P Global Ratings maintained Thailand's credit rating at BBB+, projecting approximately 2.3% economic growth for 2026.
Fuel Fund Management Committee Announces Gasoline Price Reduction: The Fuel Fund Management Committee (FMC) reduced the retail price of gasoline and gasohol by 0.70 baht/liter (excluding E85) to help alleviate the cost of living for the public.
EV Tax Restructuring: The Excise Department is preparing to increase the tax on imported electric vehicles (BEVs and REEVs) to 35%, effective January 1, 2027.
⚖️ Social and Crime News
Investigation into Foundation and Donation Cases: The Central Investigation Bureau and the Economic Crime Suppression Division are investigating allegations of embezzlement and fraudulent misappropriation of documents related to a foundation and a well-known influencer's fundraising activities. Several celebrities have come forward to give statements and clarify their financial transactions regarding donations, stating they were sincere donors.
Crackdown on counterfeit goods in airport warehouses: Phuket police arrested a group of airport cargo employees and a buyer of stolen goods after they stole items from an airport warehouse, causing damages totaling over 3 million baht.
🌤️ Storms and Weather Conditions
Warning of Unstable Weather Across Thailand: The Meteorological Department warned the public nationwide to prepare for unstable weather conditions. The Northeast region is at risk of thunderstorms and strong winds, while the South continues to be on alert for heavy and prolonged rainfall, which may lead to flash floods and landslides.
🏆 Sports News
"Bew" Puripol Wins Gold in 100 Meters: "Bew" Puripol Boonsorn, a young Thai national sprinter, crossed the finish line in 10.36 seconds, winning the gold medal in the men's 100-meter race at the Thai National Athletics Championships.
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Summary of in-depth economic news across all categories for the latest day (Friday, November 6, 2026), with the following key points and market movements:
📈 1. Capital Market and Stock Market
Thai Stock Market (SET Index): Fluctuating and consolidating within the key support zone of 1,490 - 1,510 points, amidst increased trading volume driven by selective buying of individual stocks.
Driving Factors: The Thai and regional stock markets received positive psychological support from the gradual announcement of Q3 2026 earnings results from listed companies and portfolio adjustments in response to the easing of political uncertainty in response to global risky assets.
🏆 2. Gold Market
Domestic Gold Price: A sharp increase following the announcement by the Gold Traders Association. The price of 96.5% gold bars closed higher by over 850 baht, rising to 64,400 - 65,250 baht. Meanwhile, the selling price of gold jewelry was at 66,050 baht. (The market experienced high intraday volatility with multiple price adjustments.)
Driving factors: Global gold prices (Gold Spot) rebounded in response to safe-haven buying and pressure from the weakening US dollar this week.
🏛️ 3. BOT Monetary Policy & Domestic Economic Outlook
Monetary Policy Outlook: The Bank of Thailand (BOT) maintains its cautiously accommodative monetary policy (policy interest rate at 1.00%) to support the uneven (K-shaped) economic recovery.
Structural Regulatory Measures: The BOT and economic agencies are accelerating the implementation of stricter controls on cash and high-value gold transactions. This includes regulating digital lending and Buy Now Pay Later (BNPL) to mitigate risks and economic crimes in the final quarter of the year.
🌍 4. Global Economic News
Bank of England (BoE) Raises Interest Rates: The Bank of England voted by a majority to raise interest rates by 0.25% to 4.0% to address inflationary pressures (expected to reach 5% next year) and the prolonged impact of global energy prices.
Global Energy Markets and Inflation: Global crude oil and natural gas prices remain fragile due to geopolitical tensions, forcing several major central banks to exercise extreme caution in their monetary policy decisions.
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Summary of the overall market trends and movements in the money market, capital market, Thai baht, gold, and AU (After You Public Company Limited) as of Friday morning, November 6, 2026:
💵 1. Money Market & Thai Baht (Money Market & FX)
Thai Baht: Consolidating within a stronger range of 33.45 - 33.55 baht/US dollar.
Overall Market: The Thai baht strengthened in line with regional trends following the weakening of the US dollar index (DXY). Financial markets began to react to the US midterm elections, and investors are awaiting US labor/inflation figures to assess the future direction of the Fed's interest rates.
📈 2. Capital Market (Stock Market & SET Index)
SET Index: Fluctuating and consolidating around 1,490 - 1,510 points.
Investment Atmosphere: The Thai stock market saw selective buying in individual stocks to support the index. Amid a cautious atmosphere awaiting the release of Q3 2026 earnings reports from large Thai listed companies this week:
🏆 3. Gold Market
Domestic gold bar prices (Gold Traders Association 96.5%): Soared sharply.
Buyback price: 64,200 - 64,400 baht/baht of gold
Selling price: 64,400 - 65,250 baht/baht of gold (Ornamental gold selling price reached 66,000 baht)
Gold price situation: Global gold prices (Gold Spot) received strong support from a temporarily weaker dollar. Coupled with buying interest in safe haven assets, which supported the market amidst geopolitical volatility and uncertainty about the global economic outlook.
🍰 4. AU Stock (After You Public Company Limited)
Stock Price Status: AU stock price is consolidating within the range of 3.74 - 3.84 baht (market capitalization approximately 3,070 - 3,099 million baht).
Business Factors and Performance:
Impact of Costs on Profits: The Q2 2016 net profit was 35.84 million baht (slowing YoY) due to pressure from raw material costs and branch expansion expenses.
Comparative Strengths (Valuation & Dividend): The P/E ratio has decreased to around 17.4 - 17.6 times, which is below the historical average. And it offers a high dividend yield of around 6.5% - 6.6%.
Analyst's View: Analysts believe the current share price already reflects much of the weak Q2 results. They are currently monitoring sales through modern trade channels, as well as the launch of new flavors and branch expansion to see how much these factors will support profit recovery in the final quarter (the high season for the dessert business).
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