4 Insurance Stocks Benefit from Household Disaster Insurance Project

Industry
โดย HoonVision·TH·Read original
Summary · why it matters

Krungsri Securities stated that the mobile cabinet meeting in Songkhla Province, scheduled from August 30 to September 1, 2026, is expected to consider several major projects, including the household disaster insurance project covering 20 million households, which will benefit insurance stocks, especially BKIH, TIPH, MTI, and THRE, as they have opportunities to gain new business. However, the research department assesses that there is not yet sufficient clear information to evaluate the impact on business, so it recommends short-term speculation. All projects under consideration this time have a total budget of approximately 163 billion baht, accounting for 0.86% of GDP, comprising a budget of over 57 billion baht for the five southern border provinces and the second phase of the southern dual-track railway project with three routes, totaling 106.797 billion baht, covering a total distance of 504 kilometers, connecting from Chumphon to Padang Besar.

Impact on stocks 4

Financials▲ · 4 stocks
Dhipaya Group Holdings PCL
TIPH
▲ PositiveDemandrelevance

Household disaster insurance project covering 20 million households expected to benefit THRE with new business opportunities.

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