เมื่อวาน เวลา 01:55 • หุ้น & เศรษฐกิจ

Economics Morning Brief and Today's News Summary by Manrat Chotsiri on November 9th, 2026.

Summary of General Daily News for Monday morning, November 9, 2026:
🌧️ 1. Weather & Natural Disaster Warnings (Thai Meteorological Department)
Heavy to Very Heavy Rainfall in Southern Thailand (Issue 2): A heavy rainfall warning is issued for the southern region from November 9-13, 2026, due to the strengthening northeast monsoon. There is a risk of flash floods and landslides, especially in Nakhon Si Thammarat, Songkhla, Phatthalung, Pattani, Yala, and Narathiwat provinces.
Upper Thailand & Bangkok: A new cold air mass is moving over upper Thailand, causing cooler temperatures and strong winds (temperatures in the Northeast will drop by 3-5 degrees Celsius). Bangkok and its surrounding areas will experience slightly cooler temperatures with a 30% chance of thunderstorms.
⚖️ 2. Crime, Society, and Environment
Pollution Suppression & Environmental Crimes: Police and related agencies joined forces to dismantle an illegal waste processing and foam burning plant in a residential area. Following complaints about toxic fumes affecting public health, authorities expanded their investigation to include encroachment and dumping of industrial waste in nearby areas.
Cybercrime & Call Center Scams: Commando police and the Special Operations Division raided and arrested suspects operating accounts used by call center gangs to intimidate children and extort money from their parents. They also continued their crackdown on influencers secretly promoting online gambling websites.
🏛️ 3. Politics & Public Order
Security around Government House: The Bangkok Metropolitan Police Command (BMPC) implemented maximum security measures and prohibited gatherings within 50 meters of Government House. They also announced partial traffic closures on Phitsanulok Road (from Phanichayakarn Intersection to Suan Miskawan Intersection) and surrounding roads to accommodate the movement of the People's Revolutionary Front for the Protection of the Nation (PRNF) group who were submitting a petition.
⚡ 4. Public Services (Metropolitan Electricity Authority)
Temporary Power Outage Notice for System Maintenance (November 9, 2026): The Metropolitan Electricity Authority (MEA) announces a temporary power outage for maintenance of transmission lines and the electrical system in some areas, such as the Nawamin Road area (Soi Nawamin 57) in Bangkok and the Lampho Road area (Soi Lampho 31) in Nonthaburi Province. Residents in these areas should plan their electricity usage in advance.
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Summary of in-depth economic news across all categories for the new week (Monday, November 9, 2026). Key issues and market movements are as follows:
📈 1. Capital and Stock Markets (Stock Market)
Thai Stock Market (SET Index): The market closed the weekend fluctuating around the support level of 1,465 - 1,497 points.
Driving factors: The Thai and regional stock markets continue to face pressure from portfolio adjustments by foreign and institutional investors, amidst concerns about fund flow direction and the gradual announcement of Q3 2026 financial results from large-cap listed companies. Investors are focusing on defensive strategies and selective buying in sectors with specific positive factors.
🏆 2. Gold Market (Gold Traders Association 96.5%)
Domestic gold prices (Gold Traders Association 96.5%): Gold bar prices remained stable at a high level at the start of the week.
Buyback Price: 64,600 THB/Baht of Gold
Selling Price: 64,800 THB/Baht of Gold
Gold Price Situation: Gold prices in the global (Gold Spot) and domestic markets continue to fluctuate within a high range amidst the volatility of the US dollar and the demand for safe haven assets to hedge against risks from the global economic and geopolitical situation.
🏛️ 3. BOT Monetary Policy & Domestic Macroeconomics
BOT Stance and Interest Rate Policy: The Bank of Thailand continues to monitor inflation and the uneven (K-Shape) recovery of the Thai economy. The policy interest rate remains at 1.00% to maintain liquidity in the system.
Measures to Control Risky Transactions: The BOT, in collaboration with relevant agencies, continues to tighten controls on high-value financial transactions, cash trading of gold, and the regulation of digital lending/BNPLs to prevent cybercrime and money laundering.
🌍 4. Global Economic News
Financial Market Outlook After the US Election: Global financial markets continue to absorb the impact of the US election results. And the continued strength of the labor market figures has forced the Federal Reserve (Fed) and other major central banks to adopt a data-dependent approach to signaling interest rates in the final quarter of the year.
Energy sector and supply chain: Global crude oil prices remain volatile due to tensions in the Middle East, making cost pressures and global inflation issues a key concern for investors to closely monitor.
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Summary of the Money Market, Capital Market, Thai Baht, Gold, and AI Stocks on Monday morning, November 9, 2026:
💵 1. Money Market & Thai Baht (Money Market & FX)
Thai Baht: Opened this morning with a weakening trend, trading within a range of approximately 33.45 - 33.70 baht/US dollar.
Driving Factors: The Thai baht weakened in line with regional currencies after the US dollar index (DXY) and US government bond yields rebounded, responding to the recovery of the US stock market and investors slowing down speculation awaiting clarity on US economic data this week.
📈 2. Capital Market (Stock Market & SET Index)
SET Index: This week's estimated trading range is... Key support levels are at 1,430 - 1,445 points, and resistance levels are at 1,490 - 1,510 points.
Investment Atmosphere: The Thai stock market opened the week cautiously after falling to close the previous week around 1,465 points. Investors are focusing on monitoring the upcoming Q3 2026 earnings announcements from large Thai listed companies, which are expected to be numerous this week, along with assessing the direction of foreign fund flows.
🏆 3. Gold Market
Domestic Gold Bar Prices (Gold Traders Association / Aurora 96.5%):
Buyback Price: 64,600 baht/baht of gold
Selling Price: 64,800 baht/baht of gold (Ornamental gold selling price: 65,600 baht)
Gold Price Situation: Domestic gold prices remain high, paralleling the global gold spot price which continues to fluctuate and build a base awaiting new support. Amid accumulating buying of safe-haven assets to hedge against high inflation and global political tensions:
🤖 4. AI Stocks (Global & Thai AI Sector)
International AI Stocks (Global Tech & Semiconductor):
The US stock market and AI technology stocks experienced a short-term rebound, driven by buying in chip and semiconductor stocks (NVIDIA, Broadcom).
Key Turning Point: The market is shifting from hype buying to "Proof of ROI," with investors focusing on capex and actual revenue from AI services from Big Tech companies, which will be gradually reported.
Thai AI & Digital Stocks:
Electronic Components Sector (DELTA, KCE, HANA): Received short-term support from the global tech rebound, but still face stricter valuation from the market.
Infrastructure & Data Center Sector (GULF, ADVANC, TRUE): Maintained strong performance. Driven by the real domestic push to attract and support foreign investment in data centers and cloud ecosystems establishing bases in ASEAN,
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