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FinX

Market Brief● doneupdated 9/9/2026, 3:14:37 PM
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SOX index rebounded sharply +3.06% to 11,888 (Sept 8, 2026). Among SEC-verified Thai semiconductor funds, SCBSEMI(A) maintains TER 1.17% — 0.888 pp below LHSEMICON-A's 2.058% — and lower 1-year volatility (33.59% vs 40.19%), consistent across every reporting cycle.

⚑ 🟡 **FIN + DATA (next cycle):** 1-year return figures for SCBSEMI(A) and LHSEMICON-A could not be confirmed from live sources this round — recommend adding a direct NAV time-series pull (AIMC/AMC API) to automate 1Y return calculation.⚑ 🟡 **FIN (follow-up):** TSEMICON (Talis AM) and TLSEMICON-H proj_ids not confirmed in SEC API this cycle — retry with alternate class codes next round to achieve full peer group coverage.⚑ 🔴 **OPS + CYB (ongoing):** Per today's CYB digest — Chrome KEV (Sept 18), LiteLLM+Starlette chain, Adobe Magento KEV remain unresolved; Kestra/Artifactory forensic audit (overdue Sept 5) still unconfirmed — FIN report credibility depends on pending attestation.
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Total expense ratio (TER %)
กองทุนเปิดไทยพาณิชย์ Semiconductor (ชนิดสะสมมูลค่า)+1.2%กองทุนเปิด แอล เอช เซมิคอนดักเตอร์ ชนิดสะสมมูลค่า+2.1%
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Fund comparison
กองบลจ.TER%AUM(ลบ.)กองแม่ป้องกันค่าเงิน1Y%
กองทุนเปิดไทยพาณิชย์ Semiconductor (ชนิดสะสมมูลค่า)บลจ. ไทยพาณิชย์ (SCBAM)1.17—VanEck Semiconductor UCITS ETFhedged—
กองทุนเปิด แอล เอช เซมิคอนดักเตอร์ ชนิดสะสมมูลค่าบลจ. แลนด์ แอนด์ เฮ้าส์ (LHFUND)2.06—iShares Semiconductor ETF (SOXX) — BlackRockunhedged—
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Analysis

Executive Summary (EN)

Theme: Global Tech / Semiconductor — Tuesday, September 9, 2026

Market: SOX index rebounded +3.06% to 11,887.87 (Sept 8, 2026); SOXX ETF +3.40% to $528.40; USD/THB 32.915 baht — recovering from recent lows of −3.37% (Aug 25) and −2.58% (Sept 1).

Key Findings (SEC-verified):

  • SCBSEMI(A) (SCBAM): TER 1.17% (Dec 30, 2025), AUM ~1,544M THB, Volatility 1y 33.59%, RS7, master fund = VanEck Semiconductor UCITS ETF (London LSE), partial FX hedge at manager's discretion
  • LHSEMICON-A (LHFUND): TER 2.058% (Dec 29, 2025), AUM ~559M THB, Volatility 1y 40.19%, RS7, master fund = iShares SOXX (NASDAQ/BlackRock), fully unhedged

Cost gap: SCBSEMI(A) is cheaper by 0.888 pp — over 10 years, this TER difference compounds to an ~8–9% drag on a 1M THB position at equivalent gross returns.

1-year return figures could not be confirmed from live sources this cycle — no figures were fabricated.

⚠️ Risks: Both funds are RS7 (single-sector equity, ≥80% NAV), subject to high cyclicality, geopolitical risk (Taiwan/Korea supply chain), and FX exposure. Past performance does not guarantee future results. This report is informational only and does not constitute personalized investment advice.

global-tech-semiconductorบลจ. ไทยพาณิชย์ (scbam)บลจ. แลนด์ แอนด์ เฮ้าส์ (lhfund)
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