CGSI expects SET to swing between 1,570-1,585 points after Nasdaq record high, highlights DELTA-MEGA

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Summary · why it matters

CGSI, or CGS International Securities (Thailand), estimates the SET index range at 1,570-1,585 points, supported by lower oil prices and positive sentiment from the Nasdaq index hitting a new record high on buying of AI stocks. The New York stock market closed higher on Monday, October 5, 2026, with the Nasdaq closing at 27,477.31 points, up 286.45 points or 1.05%, setting a new record high, while the Dow Jones closed at 51,267.90 points, up 90.94 points or 0.18%, and the S&P 500 closed at 7,773.95 points, up 51.23 points or 0.66%. WTI crude for November delivery fell 1.68 dollars or 1.84% to close at 89.43 dollars per barrel, and Brent for December delivery fell 1.93 dollars or 1.89% to close at 100.32 dollars per barrel, after increased crude exports from the Middle East and a G7 decision to release oil from strategic reserves into the market. For investment strategy, CGSI recommends Delta Electronics (Thailand), or DELTA, expecting third-quarter 2026 revenue to grow about 15% from the previous quarter, with a take-profit level of 269 baht and a stop-loss level of 261 baht, and also recommends Mega Lifesciences, or MEGA, with a take-profit level of 34.50 baht and a stop-loss level of 33 baht.

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