Asia Plus Securities says global 10-year bond yields rose about 0.20-1.50% in a month, the Fed hiked in September 2026, and the dollar strengthened, pushing the baht weaker. Thai stock market equity-risk premium fell to about 3.7%, and foreign investors sold about US$771m of Thai stocks. The brokerage sees a weaker baht helping hospitals (BH, BDMS, BCH, PR9), tourism (AOT, CENTEL) and exporters (TU, ITC, CPF). The 30-40% cash advice is aimed at portfolio investors, not day-to-day business operations. For an SME, the practical point is that the baht may weaken a further 4-10% if history repeats, which affects import costs and export margins.