Private investment grows fastest in 11 years, supporting 6 stocks

Macro
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Summary · why it matters

Kasikorn Securities said private investment in the second quarter of 2026 grew 13.4 percent, the highest in 11 years, supported by investment flows into S-Curve industries such as electronics, AI, and clean energy. Exports grew 12.5 percent, reflecting economic restructuring toward a New Economy production base, even as GDP slowed to 1.9 percent due to pressure from energy, inflation, and weaker consumption. The research team views this as positive for industrial estates, electronics, data centers, and clean energy, including WHA, Amata, Delta, Hana, KCE, and Gulf, driven by accelerating FDI and new infrastructure investment.

Impact on stocks 6

Energy Transition & Power Demand▲ · 3 stocks
Semiconductors▲ · 2 stocks
Artificial Intelligence▲ · 1 stocks

Theme Impact 5

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