BOI applications surge 37% in first half of 2026 to 1.4 trillion baht

Industry
โดย HoonVision·Read original
Summary · why it matters

Investment promotion applications filed with the BOI in the first half of 2026 totaled 1.4 trillion baht, a 37% increase compared to the same period last year. In the second quarter, applications reached 0.46 trillion baht, which, while slowing from the previous quarter, remained above the quarterly average of 0.33 trillion baht seen over the past four to five years. The growth was driven by large-scale investment projects in AI and data centers, as well as other targeted industries such as electronics, electrical appliances, and food processing. Krungsri Securities Research views the rise in BOI applications as positive for the country's economic outlook and the Thai stock market under the investment cycle theme, particularly for businesses in new global S-curves like AI, data centers, and green energy. Coupled with the government's investment acceleration measures, projects are expected to be approved and implemented more quickly, benefiting overall economic activity and supporting supply chain sectors such as industrial estates like AMATA, construction contractors like STECON and PYLON, and banking groups like KBANK, KTB, and KKP.

Impact on stocks 6

Financials▲ · 3 stocks
Energy Transition & Power Demand▲ · 1 stocks
Industrials▲ · 1 stocks
Pylon Public Company Limited
PYLON
▲ PositiveDemandrelevance

BOI applications surge driven by AI/data center projects, benefiting construction contractors like PYLON as supply chain sectors.

Artificial Intelligence▲ · 1 stocks
STECON Group Public Company Limited
STECON
▲ PositiveDemandrelevance

BOI applications surge driven by AI and data center investments, benefiting construction contractors like STECON through increased demand for infrastructure projects.

Theme Impact 5

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