Krungsri: Extending Thai Chai Thai Plus by 2 months to inject 70 billion baht in new money

MacroIndustry
โดย HoonVision·TH·Read original
Summary · why it matters

Krungsri Securities said the Prime Minister has instructed the Ministry of Finance to extend the Thai Chai Thai Plus programme by another 1-2 months to ease the cost of living for the public, after the programme enters its final month this month, with 40-50 billion baht still remaining in the budget. The research team views this positively, in line with the direction signalled earlier by the Minister of Finance, and expects the remaining funds to lead to a 2-month extension of the programme, which would support new money flowing into the economy. Based on the first phase of funding, which covered a 4-month period, the funding for this 2-month round is expected to be around 35-36 billion baht, and the portion contributed by the public at a similar level would inject 70-72 billion baht in new money into the system, or about 0.4% of GDP. Stocks expected to benefit are food and beverage groups sold through traditional retail channels, such as NEO, OSP and ICHI, but there is expected to be negative sentiment toward large retail stocks, which are expected to face continued impact, especially those selling essential goods.

Impact on stocks 3

Consumer Staples▲ · 3 stocks
Ichitan Group Public Company Limited
ICHI
▲ PositiveDemandrelevance

Named as a food and beverage stock expected to benefit from the Thai Chai Thai Plus extension injecting 70 billion baht of new money into the economy.

Neo Corporate Pcl
NEO
▲ PositiveDemandrelevance

Named as a food and beverage stock expected to benefit from the Thai Chai Thai Plus extension injecting 70 billion baht of new money into the economy.

Osotspa Public Company Limited
OSP
▲ PositiveDemandrelevance

Named as a food and beverage stock expected to benefit from the Thai Chai Thai Plus extension injecting 70 billion baht of new money into the economy.

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