Foreign Funds May Hit 100 Billion Baht in Thai Stocks by End of Year 6

Thansettakij•Economy•3d ago

Reader Briefing

Foreign net buying in the Thai stock market may reach over 100,000 million baht by the end of year 2026.

•Foreign investors have had an accumulated net buy of approximately 70,000 million baht from the beginning of the year to the present.
•The Thai stock market received a fund inflow of approximately 600 to 700 million baht from the latest MSCI portfolio adjustment.
•Commercial banks and energy sectors are the primary target groups for foreign investors.
•Geopolitical tensions regarding the opening or closing of the Hormuz Strait are a key factor affecting fund flows.

•Foreign investors' accumulated net buy from the start of the year to the present is approximately 70,000 million baht.
•Prakit stated that a reported net sell of over 8,000 million baht in one day was due to a Big Lot transaction of TTB shares and not a change in fundamentals.
•Fund inflows are supported by the continuous strengthening of the Thai baht, driven by a current account surplus.
•The Thai stock market remains unsupported by negative impacts from MSCI portfolio rebalancing, seeing an inflow of 600 to 700 million baht.
•Fund flows could be severely affected if the Hormuz Strait is closed due to geopolitical tensions.
•Prakit expects foreign net buying to potentially reach over 100,000 million baht by the end of year 2026, although perhaps not reaching 160,000 to 200,000 million baht.
•The projection for continued net buying in the remainder of year 2026 is based on more stable politics.

Full article content is available on the original source.

Prakit(ประกิต)

An individual providing analysis and explanations on foreign fund flows in the Thai stock market.

TMBThanachart Bank(ธนาคารทหารไทยธนชาต)ℹ️

A bank whose shares (TTB) were involved in a Big Lot transaction resulting in a reported foreign net sell.

TTB

The stock symbol for TMBThanachart Bank.

An organization that performs portfolio weight adjustments affecting the Thai stock market.

Fed(เฟด)

An organization whose reducing balance sheet has absorbed investment funds.

AOT

A company identified as being attractive to foreign investors.

Hormuz Strait(ช่องแคบฮอร์มุซ)ℹ️

A strategic waterway whose operational status affects foreign fund flows into Thailand.