AOT and MINT lead tourism stocks higher after PM’s China visit, boosting Chinese tourist target to 5.13 million

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Summary · why it matters

Tourism and aviation stocks led by Airports of Thailand and Minor International received a boost following Prime Minister Anutin’s visit to China, which helped shore up tourism confidence. The Tourism Authority of Thailand has partnered with Sichuan Airlines, Meituan, and several Chinese allies to increase flights, enhance safety, and market to high-quality tourists, while revising the 2026 Chinese tourist target to 5.13 million, with expected revenue of around 288 billion baht. Analysts at Kasikorn Securities view these factors as positive for tourism and aviation stocks such as Airports of Thailand, Asia Aviation, Bangkok Airways, Central Plaza Hotel, Erawan Group, Minor International, and Asset World Corp, given the continued recovery in Chinese flights and tourist arrivals.

Airports Of Thailand PCL ▲

The Erawan Group Public Company Limited ▲

Minor International Public Company Limited ▲

Asia Aviation Public Company Limited ▲

Bangkok Airways Public Company Limited ▲

Asset World Corp Public Company Limited ▲

Impact on stocks 7

Industrials▲ · 3 stocks

Airports Of Thailand PCL

▲ PositiveDemandrelevance

Higher Chinese tourist arrivals increase airport traffic and revenue.

Asia Aviation Public Company Limited

▲ PositiveDemandrelevance

Increased Chinese tourist target and flights boost demand for aviation services.

Bangkok Airways Public Company Limited

▲ PositiveDemandrelevance

Increased flights and tourist arrivals boost airline demand.

Consumer Discretionary▲ · 3 stocks

The Erawan Group Public Company Limited

▲ PositiveDemandrelevance

Revised Chinese tourist target to 5.13 million and partnership with Chinese airlines/OTAs boost demand for hotel rooms.

Minor International Public Company Limited

▲ PositiveDemandrelevance

Revised Chinese tourist target and marketing partnerships increase demand for Minor's hotels and restaurants.

Central Plaza Hotel Public Company Limited

▲ PositiveDemandrelevance

Higher tourist arrivals drive hotel occupancy and revenue.

Real Estate▲ · 1 stocks

Asset World Corp Public Company Limited

▲ PositiveDemandrelevance

Tourism recovery benefits hotel and property assets.