July Inflation Rises 1.95%, Below Expectations, Boosting MTC, GULF, and GPSC Shares

Macro
โดย HoonSmart·TH·Read original
Summary · why it matters

The Ministry of Commerce reported that the inflation rate for July 2026 rose 1.95% from the same period last year, which was lower than the market forecast of 2.52% to 2.60% and slowed from June. This came after oil prices declined and the government controlled refinery-gate prices, while ready-to-eat food prices continued to rise. Core inflation stood at 1.34%, and the average for the first seven months of the year was 0.87%. The Ministry of Commerce maintained its full-year inflation target range of 1.5% to 2.5%, expecting inflation to continue increasing in August. The lower-than-expected inflation figure adds weight to the Bank of Thailand keeping its policy rate at 1.0% through the end of the year, which is positive for financial and power plant stocks, with MTC, GULF, and GPSC recommended.

Impact on stocks 3

Energy Transition & Power Demand▲ · 2 stocks
Global Power Synergy PCL
GPSC
▲ PositiveMonetaryrelevance

Lower inflation supports Bank of Thailand keeping rates low, benefiting power plant stocks like GPSC.

Financials▲ · 1 stocks
© 2026 MarketDXNews