6 Thai Stock Groups for Bullish SET Trend in H2

Prachachat•Economy•17d ago

Reader Briefing

FETCO identifies six promising investment sectors for the Thai stock market as the SET Index is projected to reach 1,700 points in the second half of 2026.

•The SET Index closed at 1,623.64 points at the end of July 2026, increasing 28.9% from the end of 2025.
•The Ministry of Finance raised Thailand's economic growth forecast for 2026 from 1.6% to 2.5%.
•FETCO expects fund flows to exceed 100 billion baht in the second half of 2026.
•Six recommended investment groups include Energy, Banking, Communication and Digital Infrastructure, Industrial Estates, Tourism and Retail, and Value Up/Jump+ stocks.

Overview

•The SET Index closed at 1,623.64 points at the end of July 2026, which is a 2% increase from the previous month.
•Global technology stocks experienced a correction due to high profit expectations and concerns over the value of AI investments.
•Chatchai Tisadoldilok stated that the Thai stock market had limited impact from the tech correction due to sector diversity and fundamental support.
•The Ministry of Finance adjusted the 2026 economic growth forecast for Thailand from 1.6% to 2.5%.
•Paiboon Nalintrangkool of FETCO predicts the SET Index target at 1,700 points for the second half of 2026.
•Paiboon Nalintrangkool recommended investing in Energy, Banking, Communication, Industrial Estates, Tourism/Retail, and Value Up/Jump+ stocks.
•The National Economic and Social Development Council is scheduled to announce GDP figures for Quarter 2/2026 on August 17.
•The Monetary Policy Committee is scheduled to hold meeting No. 4/2026 on August 26.

Full article content is available on the original source.

Read on Prachachat (Thai Version)View in Google Translate

Source: Prachachat (Original)

Key Quotes

Paiboon Nalintrangkool

"Tourism is improving now; if you look at spending per head, it is starting to improve. If you go to various department stores, you will see Middle Eastern tourists everywhere."

ท่องเที่ยวตอนนี้เริ่มดีขึ้น ถ้าไปดูการใช้จ่ายต่อหัวก็เริ่มดีขึ้น ถ้าไปห้างสรรพสินค้าต่าง ๆ จะเห็นนักท่องเที่ยวตะวันออกลางเต็มไปหมด

Key Entities

Person

Chatchai Tisadoldilok(ฉัตรชัย ทิศาดลดิลก)

Assistant Manager and Head of Research at the Stock Exchange of Thailand.

Paiboon Nalintrangkool(ไพบูลย์ นลินทรางกูร)

President of FETCO who provided investment strategies for the second half of 2026.

Organization

Stock Exchange of Thailand(ตลาดหลักทรัพย์แห่งประเทศไทย)ℹ️

The organization where Chatchai Tisadoldilok serves as Assistant Manager and Head of Research.

Federal Reserve(ธนาคารกลางสหรัฐ)ℹ️

The central bank of the United States whose president expressed concern over inflation risks.

Ministry of Finance(กระทรวงการคลัง)ℹ️

The government body that increased the 2026 economic growth forecast for Thailand from 1.6% to 2.5%.

Federation of Thai Capital Market Organizations(สภาธุรกิจตลาดทุนไทย)

An organization (FETCO) that assesses the Thai stock market as being in an uptrend with a target of 1,700 points.

Joint Standing Committee on Commerce, Industry and Banking(คณะกรรมการร่วมภาคเอกชน 3 สถาบัน)

A group of three private sector institutions scheduled for a meeting in August.

National Economic and Social Development Council(สภาพัฒนาการเศรษฐกิจและสังคมแห่งชาติ)

The body scheduled to announce Quarter 2/2026 GDP figures on August 17.

Monetary Policy Committee(คณะกรรมการนโยบายการเงิน)

The committee scheduled for meeting No. 4/2026 on August 26.