Krungsri Securities says MSCI rebalancing to bring 500 million baht into Thai market

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

Krungsri Securities expects the MSCI index rebalancing in August 2026 to drive net inflows into the Thai stock market of about 15 million US dollars, or roughly 500 million baht. In the MSCI Standard Index, no Thai stocks will be added or removed, with the number of constituents held at 18 companies and Thailand's investment weight steady at 1.0 percent, translating into inflows of 5 million US dollars, or about 165 million baht. Meanwhile, PTTEP's weight is being increased by about 23 million US dollars, or roughly 760 million baht, and TRUE's by about 17.5 million US dollars, or roughly 578 million baht. CPN's weight is being reduced by about 23.5 million US dollars, or roughly 777 million baht. In the MSCI Small Cap Index, GUNKUL is a new Thai entrant and is expected to receive about 8 million US dollars, or roughly 264 million baht, while HANA is expected to receive about 10 million US dollars, or roughly 330 million baht. CHG and JTS are being removed from the index, resulting in total net inflows into the MSCI Thailand Small Cap Index of 10 million US dollars, or roughly 330 million baht, and Thailand's weight rising from 2.5 percent to 2.6 percent.

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