# January 2026 Stock Market Overview

- Link: https://www.thailand-business-news.com/set/284621-january-2026-stock-market-overview
- Published: 2026-02-11T09:02:00+07:00
- Author: SET News

In January 2026, the SET Index rose by 5.2% to close at 1,325.62 points, with an
average daily trading value of 46,496 million THB, marking a 19.2% increase year-
on-year. Foreign investors were notably active, contributing a net purchase of 4,345
million THB, leading to a total of 10,547 million THB over two months, while the
investor composition showed foreign investors at 53.37%.

The IMF upgraded its global growth forecast to 3.3%, propelled by advancements in
AI and government stimulus, amidst a stable U.S. interest rate of 3.50–3.75%. No
new companies listed on SET or mai, but 2025 recorded the highest dividends and 
share buybacks in history, with high dividend yield stocks achieving a total return
of 11.32%.

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## 1. Market Overview

 * **Date**: January 2026
 * **SET Index**: Closed at 1,325.62 points, a 5.2% increase compared to the end
   of 2025, aligning with trends in major regional markets .
 * **Average Daily Trading Value**: 46,496 million THB, up 19.2% year-on-year .

## 2. Key Statistics

 * **Foreign Investment**: Net foreign purchases amounted to 4,345 million THB, 
   marking a total of 10,547 million THB over two consecutive months of net buying,
   the first since July 2023 .
 * **Investor Composition**:
    - Foreign Investors: 53.37%
    - Domestic Retail Investors: 29.63%
    - Domestic Institutional Investors: 10.56%
    - Securities Firms: 6.44% .

## 3. Economic Trends

 * **Global Economic Outlook**: The IMF revised its global growth forecast for 2026
   to 3.3% from 3.1%, driven by AI advancements and government stimulus policies.
 * **Interest Rates**: The Federal Reserve maintained interest rates at 3.50–3.75%,
   with mixed opinions among board members regarding future rate cuts .

## 4. Sector Performance

 * **Top Performing Sectors**: Technology, industrial goods, and resources outperformed
   the SET Index compared to the end of 2025 .
 * **No New Listings**: No new companies registered for trading on SET or mai during
   January .

## 5. Market Reactions

 * **Geopolitical Concerns**: Commodities rallied due to geopolitical tensions, 
   while global markets experienced volatility following news of a potential new
   Fed chair appointed by Trump, which raised concerns about future monetary policy.
 * **Upcoming Events**: A significant event is the Thai general election on February
   8, 2026, historically correlated with positive returns for the SET Index in the
   month before and after elections .

## 6. Dividend and Share Buyback Trends

 * **Record Payouts**: 2025 saw the highest recorded dividends and share buybacks
   in history, with high dividend yield stocks (SETHD) achieving a total return 
   of 11.32% .

This summary encapsulates the essential aspects of the stock market and economic
conditions in January 2026, highlighting significant trends, investor behaviors,
and forecasts impacting the market.

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**Source** : [Presentation summarizing the stock market situation in January 2026