BOI Sets Four Criteria for Data Center Oversight, Kasikorn Securities Highlights Six Industrial Estate, Power, and Water Stocks

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

The Board of Investment is preparing to review its consideration framework and raise the screening intensity for data center projects, setting at least four criteria dimensions: benefits to the country, energy readiness and security, readiness and efficiency in water resource use, and environmental impact and measures. The BOI Secretary-General disclosed that between 2024 and 2026, 42 data center projects have been approved for investment promotion, with a combined processing capacity of 3,400 megawatts and total investment of 750 billion baht. However, since April 2026, no new applications have been submitted. Kasikorn Securities views this as positive for stocks in the data center and industrial estate theme, namely WHA and AMATA, as well as power plant and water utility stocks, including GULF, BGRIM, EASTW, and WHAUP.

Impact on stocks 6

Energy Transition & Power Demand · 5 stocks
Climate Adaptation & Water · 1 stocks

Theme Impact 4

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