SET poised to gain from post-election clarityListen to this articleSoutheast Asian equity markets rose in January, extending 2025's rally on optimism about artificial intelligence and resilient exports. Strong US third-quarter 2025 GDP growth of 4.4% -- the highest in two years -- also supported markets. Thailand appears attractive after a prolonged de-rating, with post-election clarity expected to help limit downside risk. CK (target price 27.50 baht): The contractor stands to benefit from rising expectations of government spending once a new administration is formed. The outlook is further supported by a project pipeline representing new generating capacity of 2.6 gigawatts, and steady long-term earnings growth.

Source: Bangkok Post February 03, 2026 06:17 UTC