สรุปสถิติสำคัญตลาดหลักทรัพย์ไทยเดือนสิงหาคม 2568 PDF Free Download
1 / 15/15
100%
2568
428
• 2568 Fed Jackson Hole Fed 2568
GDP) 2 2568
Reciprocal Tariffs
•
IPO
Thailand Focus 2025
• SET Index
SET Index SET
Index
• SET mai
1.47 21,816
• mai 1 HANN)
2568
-5
0
5
10
15
20
Aug-20
Jan-21
Jun-21
Nov-21
Apr-22
Sep-22
Feb-23
Jul-23
Dec-23
May-24
Oct-24
Mar-25
Aug-25
US CPI and PPI Index
CPI YOY Index PPI YOY Index
Fed Jackson Hole (Fed
Source: CME, Bloomberg SET Research;
Fed
Data as of 29 Aug 2025
Data as of 29 Aug 2025
0
1
2
3
4
5
6
Aug-20 May-21 Feb-22 Nov-22 Aug-23 May-24 Feb-25
US 2yr bond yield
Thai 2yr bond yield
US Policy rate
Thai Policy rate
31.8
32
32.2
32.4
32.6
32.8
33
33.2
33.4
33.6
-60
-40
-20
0
20
40
60
80
Apr-25 May-25 Jun-25 Jul-25 Aug-25
Foreign net flow into Thai bond and equity markets
Government bond Central bank bond Equity THB/USD (end)
2568
2568 569
Source: Bloomberg, ThaiBMA, BOT SET Research;
Data as of Aug 2025
Data as of Aug 2025
Jackson Hole
2024 Jackson Hole
2025
Aug-25
/ 1H2568
Data as of 18 Aug 2025
Source:SET RESEARCH
GDP)
Reciprocal Tariffs
-8.60% -1.60%
-20.20%
-4.60%
29.00% 18.30%
-40.00%
-20.00%
0.00%
20.00%
40.00%
SET SET (exclude energy sector)
Sales
Operating Profit
Net Profit
99.2
61
24.8 24.6 22.8 10.9
-5.9 -29.7
-40
10
60
110
28
28
Data as of Aug 2025
Data as of Aug 2025
Source: Bloomberg, SETSMART SET Research
Earning Growth 2/2568 Sector
Data as of Aug 2025 (Unit: %YoY)
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Health Care
Telecommunications
Energy
Real Estate
Technology
Consumer Discretionary
Basic Materials
Consumer Staples
Utilities
Industrials
Financials
All Securities
Positive Inline Negative
First Day Return IPO
Data as of Jan 2023 - Aug 2025
Source: SETSMART SET RESEARCH
Outperform
Data as of 1 Apr 29 Aug 2025
IPO
Stock REIT IFF SET mai
Effective
- - - - -
Approved
5 - - 5 5
Submitted
3 1 - 4 5
80
90
100
110
120
130
140
150
1-Apr-25 1-May-25 1-Jun-25 1-Jul-25 1-Aug-25
Returns of various sectors after Liberation Day
TECH
PETRO
CONMAT
SET
BANK
ENERG
-50.0
-
50.0
100.0
150.0
200.0
Jan-23 May-23 Sep-23 Jan-24 May-24 Sep-24 Jan-25 May-25
Average Monthly Returns of IPO
IPO
Aug-25
29-Aug-25
Source: Thailand Focus 2025 SET Research
Investment in Digital Infrastructure Healthcare Technology and Innovations Inclusiveness through Virtual Banks
AI
Thailand Focus 2025 9“Beyond the Challenges
180 75
Source: Bloomberg, * MSCI EM = MSCI Emerging Markets Index
-6.4 -4.5
1.6
0.1
12.1 14.5 8.8 8.9 19.3 15.9 16.7 24.6 27.9 40.7
-11.7 -5.7 -3.8
3.3 4.5 7.1 8.8 10.6 12.5 13.2 16.7 25.1 32.2 32.8
Thailand Philippines Malaysia India Taiwan Japan MSCI
ASEAN
Indonesia Singapore China MSCI EM Hong Kong Vietnam Korea
USD Local Currency
Stock index price change 2025 (%YTD)
Unit: percent; end of Dec 2024 Aug 29, 2025)
-1.7
0.2
-2.1
1.0
1.2 2.0 3.5 0.6 3.4 6.7 5.1 5.1 9.0 11.3
-1.8 -1.6 -1.4 -0.5
1.2 1.2 2.3 2.9 3.4 4.0 4.1 4.6 8.0 12.0
Korea Philippines India Thailand MSCI EM Hong Kong Singapore Taiwan MSCI
ASEAN
Japan Malaysia Indonesia China Vietnam
USD Local Currency
Stock index price change (%MTD)
Unit: percent; end of Jul 2025 Aug 29, 2025)
8 SET Index
236.61 0.5%
SET Index 11.7%
= %YTD SET
%YoY %MTD %YTD Weight Mkt cap.
2022 2023 2024 Jun 25 Jul 25 Aug 25
Aug 25
Aug 25
SET 0.7 -15.2 -1.1 -5.2 14.0 -0.5 -11.7 100%
SET50 1.5 -12.9 3.5 -5.0 15.0 -0.8 -10.8 67%
Technology 7.1 -3.7 47.7 1.6 24.2 2.6 -1.1 18%
Financial -10.7 -12.6 0.7 -3.2 6.8 3.4 -1.7 19%
Industrial -14.5 -27.8 -26.8 7.3 10.0 -1.1 -8.3 3%
Resource 1.9 -15.8 -13.7 -4.2 15.2 -3.5 -9.3 20%
Property 1.6 -17.7 -18.8 -2.5 10.5 1.1 -13.7 10%
Agro & Food -6.1 -13.4 -4.9 -5.7 7.4 -2.1 -14.4 6%
Consumption -31.5 -13.5 -6.4 -3.0 3.9 -4.9 -19.1 1%
Service 10.4 -18.0 -7.9 -11.1 13.7 -3.8 -26.2 23%
8SET Index 7
SET Index classified by industry
Data as of Aug 29, 2025
Source: SETSMART
= %YTD
SET mai %
41%
Source: SETSMART; Data as of Aug 29, 2025
45,080 42,442 43,821 43,074 47,467 45,788 39,205 42,053 49,877
1,400.21
1,236.61 1,377.94 1,300.96 1,448.83 1,400.21
1,089.56 1,242.35 1,236.61
300
600
900
1,200
1,500
1,800
20,000
40,000
60,000
80,000
100,000
120,000
2024
2025
(YTD)
Q1/24
Q2/24
Q3/24
Q4/24
Jun 25
Jul 25
Aug 25
1,472 568 1,895 1,634 1,382 975 458 571 795
311.82 248.86
411.72 355.45 354.42 311.82
230.64 252.93 248.86
-
100
200
300
400
500
600
700
0
3,000
6,000
9,000
12,000
2024
2025
(YTD)
Q1/24
Q2/24
Q3/24
Q4/24
Jun 25
Jul 25
1 - 15
Aug 25
SET average daily trading value and SET Index
SET and mai THB million) 2024 2025
(YTD) H1/24 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Jul
25 Aug
25
Average daily trading value
% YOY
46,551
-
12.7%
43.011
-
3.1%
45,238
-
22.9%
45,717
-
31.4%
44,708
-
10.5%
48,849
-
5.0%
46,762
5.0%
42,826
-
6.3%
40,800
-
8.7%
42,624
12.1%
50,672
10.1%
Average daily trading value SET Index at the end of period
mai average daily trading value and mai Index
Average daily trading value mai Index at the end of period
Unit: Trading value million THB (LHS; Index RHSUnit: Trading value million THB) (LHS; Index RHS
-146,906 -84,384 -115,983 -78,690 -39,978 -38,712 -11,504 -6,623 -21,852 -14,588 -16,182 -7,941
16,121
-21,816
2024 2025 (YTD) H1/24 H1/25 Q1/25 Q2/25 Jan 25 Feb 25 Mar 25 Apr 25 May 25 Jun 25 Jul 25 Aug 25
116,327
-192,083
81,011
-5,256
98,714
-146,906
48,205
-14
107,865
-84,384 -9,405 -14,076
Local Retail Investors Foreign Investors Local Institute Investors Proprietary Trading
2023 2024 2025 (YTD)
Unit: million THB
Unit: million THB
Net trading position classified by investor type (Year 2023 2025YTD)
Net trading value of foreign investors
Source: SETSMART, Data as of Aug 29, 2025
* Excludes trading value of DR
,
84,384
15,822 12,781 12,692 12,842 12,528 12,452 14,781 11,497 13,379 12,863 11,342 14,685 17,221
23,272 22,410 22,428 22,725 22,105 19,344 28,802 20,767 19,889 23,987 22,438 22,310 26,081
4,402 4,268 4,261 4,596 3,897 4,701
5,374
3,783 3,878 4,130 3,682 4,308 4,577
3,015 2,482 2,441 2,612 2,255 2,450
3,023
2,409 2,220 2,343 2,202 2,719 2,794
34.02% 30.97% 30.35% 30.02% 30.72% 31.97% 28.44% 29.90% 33.99% 29.69% 28.59% 33.36% 33.98%
50.04% 53.16% 53.63% 53.13% 54.20% 49.67% 55.41% 54.00% 50.52% 55.37% 56.57% 50.68% 51.47%
9.46% 10.02% 10.19% 10.75% 9.55% 12.07% 10.34% 9.84% 9.85% 9.53% 9.28% 9.79% 9.03%
6.48% 5.86% 5.84% 6.11% 5.53% 6.29% 5.82% 6.27% 5.64% 5.41% 5.55% 6.18% 5.51%
2024 2025
(YTD)
H1/25 Q1/25 Q2/25 Jan 25 Feb 25 Mar 25 Apr 25 May 25 Jun 25 Jul 25 Aug 25
Local Retail Investors Foreign Investors Local Institute Investors Proprietary Trading
Average daily trading value and trading proportion classified by investor types (SET and mai)
Unit: million THB
Unit: percent
Source: SETSMART, Data as of Aug 29, 2025
* Excludes trading value of DRX
40,784 38,94746,511 51,981
41,821 42,775 43,32339,36638,456 39,663 44,023 50,672
41,942
51.47%
33.98% 9.03% 5.51%
Source: Bloomberg
*cross-border IPO excluded
Size of IPO issued in selected exchanges
Unit: million USD; Data as of Aug 29, 205
Top 5 IPO size in 8M2025
Listed company
Country
Industry
IPO value
(million
USD)
Listing
month
JX Nippon Mining & Metals
Japan
Basic Materials
2,880.2 Mar
LG CNS Co Ltd
Korea Technology 846.1 Feb
NTT DC REIT
Singapore
Finance 772.7 Jul
FWD Group Holdings Ltd
Hong Kong
Finance 442.2 Jul
Daehan Shipbuilding
Korea Industrial 368.2 Aug
Country
2023 2024
Jun 25
Jul 25
Aug 25
8M2025
Japan
4,391
6,329
377 30 53 3,708
Korea
3,108
3,272
66 247 656 2,469
Hong
Kong
793
483 122 520 177 1,104
Malaysia
819
1,588
158 75 0847
Singapore
33
34 0827 5 836
Indonesia
3,571
907 0206 0638
Thailand
1,267
780 7 0 3 36
Philippines
72
202 0 0 0 13
Vietnam
34
221 0 0 0 0
mai 1 HANN)
