Foreign investors net buy Thai stocks over 70 billion baht year-to-date, concentrated in July at more than 60%

MacroIndustry
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Summary · why it matters

Foreign investors have net bought Thai stocks on a cumulative basis from the start of the year to July 23, 2026, totaling 72.48 billion baht. In July alone, net purchases reached 45.31 billion baht, accounting for more than 60% of the full-year net buying. Most of the funds flowed in through NVDR and foreign institutional investors. Stocks that saw heavy accumulation include commercial banking groups such as KBANK, BBL, KTB, SCB, and TTB; energy and petrochemical groups like PTT, PTTEP, TOP, and GPSC; as well as consumer, tourism, and communication sectors including TRUE, AOT, BDMS, MINT, CPF, and HMPRO. Factors supporting capital inflows in July include clearer political stability, a slowdown in bond yields and the dollar after US inflation eased, and the appeal of Thai large-cap stocks that still lag the region in price but offer high dividends. However, the market still faces risks from the Middle East conflict pushing oil prices near 90 dollars per barrel, the trade war with the US preparing to raise import tariffs on Thailand at a rate of 10 to 12.5 percent, and the technology war between the US and China affecting supply chains. Analysts recommend stocks in energy, insurance, healthcare, petrochemicals, and retail as safe havens, while highlighting stocks with second-quarter 2026 earnings likely to grow both quarter-on-quarter and year-on-year, such as IVL, PTTGC, BCP, TRUE, SCGP, DOHOME, PTTEP, ADVICE, SC, ADVANC, PTT, and MASTER, as well as stocks with still-growing profits but lagging prices like BCPG, AMATA, DELTA, and CRC. Meanwhile, the Securities and Exchange Commission has filed a criminal complaint against Bitkub and two former directors with the Economic Crime Suppression Division for allegedly providing false information about a cyberattack that led to the theft of customer digital assets across 16 currencies, worth approximately 1.7 billion baht in 2021, and has asked prosecutors to charge 12 individuals for stock manipulation of ECF, along with seeking civil penalties totaling about 269.95 million baht.

Impact on stocks 28

Consumer Discretionary▲ · 5 stocks
Energy Transition & Power Demand▲ · 5 stocks
Financials▲ · 3 stocks
Cloud & Digital Infrastructure▲ · 2 stocks
Digital Finance & Tokenization▲ · 2 stocks
Materials▲ · 2 stocks
Climate Adaptation & Water▲ · 1 stocks
Industrials▲ · 1 stocks
Aging Population▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Critical Materials & Supply Chain▲ · 1 stocks
Health Care▲ · 1 stocks
Energy▲ · 1 stocks
Real Estate▲ · 1 stocks

Off-coverage companies 2

BitkubPrivate± Mixed
relevance

East Coast Furnitech PCLPrivate± Mixed
relevance

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