The committee studying the Land Bridge project has concluded that the project has low feasibility due to risks related to budget burden and risks in multiple dimensions. The study was completed before the 90-day deadline set by the prime minister's order. Analysts from Krungsri Securities, or KSS, noted that this direction aligns with the prime minister's stance of signaling a slowdown of the project. They expect that future infrastructure investment will focus on projects that fix missing links, including the Thai-Chinese railway and the development of certain deep-sea ports as proposed by the private sector. KSS views the adjustment in investment format as a positive factor for the Thai stock market. Stocks expected to benefit include banking groups such as KTB and KBANK, construction contractors such as STECON and PYLON, industrial estate groups such as AMATA and WHA, and logistics groups such as BEM and BTS.
