Government extends Thai Chai Thai Plus to year-end, boosting consumer stocks, NEO, CBG and OSP in focus

MacroIndustry
โดย InfoQuest·TH·Read original
Summary · why it matters

The government plans to extend the Thai Chai Thai Plus scheme and the new phase of the state welfare card by another two months, to November-December 2026, from an original end date of 30 September 2026, and will submit the plan to the Cabinet for consideration on 22 September. This renewal of Thai Chai Thai Plus will use the first 200 billion baht allocated and reserved for the state welfare scheme and the Thai Chai Thai Plus project, with no budget shifted from other areas, and the co-payment ratio will remain at 60:40 through the Paotang application. The state welfare card will continue to receive 100% assistance as before. The government will announce the list of eligible recipients on 30 September 2026, with benefits usable from 1 October 2026 onward. Currently, 26 million people receive Thai Chai Thai Plus benefits, 9.5 million qualify for the state welfare scheme, and about 5 million are awaiting a review of their eligibility, bringing the total number hoping for benefits to 40 million. Dao Securities (Thailand) said it has a more positive view of the measures because the timeline is clearer, and sees the stocks benefiting most, based on their share of domestic revenue, as NEO with a target price of 31.00 baht, CBG with a target of 67.00 baht, and OSP with a target of 20.00 baht.

Impact on stocks 3

Consumer Staples▲ · 3 stocks
Neo Corporate Pcl
NEO
▲ PositiveDemandrelevance

NEO is named by Dao Securities as the top beneficiary of the extended Thai Chai Thai Plus scheme given its domestic revenue exposure, with a 31.00 baht target price.

Carabao Group Public Company Limited
CBG
▲ PositiveDemandrelevance

Extension of Thai Chai Thai Plus co-payment scheme through year-end boosts consumer spending, and CBG is named among stocks benefiting most from domestic revenue share.

Osotspa Public Company Limited
OSP
▲ PositiveDemandrelevance

OSP is cited among the stocks benefiting most from the extended Thai Chai Thai Plus stimulus due to its share of domestic revenue, with a 20.00 baht target.

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