Thai IE and Power Plant Stocks to Reap Benefit As Investment in Digital and AI Surges

published 2 d ago · en · source ↗

Affected tickers

Per-ticker News Sentiment Indicator

AMATAmacro · positive · med
The surge in BOI investment promotion to THB 1.47 trillion, particularly in digital and AI sectors, is expected to drive demand for industrial land managed by AMATA.
CKmacro · positive · med
The surge in BOI investment statistics to THB 1.47 trillion indicates a favorable environment for infrastructure and construction projects, with Yuanta Securities noting CK as a beneficiary.
GPSCmacro · positive · med
The surge in BOI investment applications for digital and AI sectors is expected to drive increased demand for power infrastructure, benefiting power plant operators like GPSC.
GULFmacro · positive · med
The surge in BOI investment promotion for digital and AI sectors creates a favorable environment for power plant operators like GULF to support increased infrastructure demand.
STECONmacro · positive · med
The surge in BOI investment statistics to THB 1.47 trillion indicates a positive outlook for construction firms like STECON due to increased demand for infrastructure and factory development.
WHAmacro · positive · med
The surge in BOI investment promotion to THB 1.47 trillion, particularly in digital and AI sectors, is expected to benefit industrial estate operators like WHA.

Article body

Thailand Board of Investment (BOI) has released its subsidized investment statistics for the first half of 2026, revealing a significant surge in the country’s investment landscape. Total investment promotion climbed to THB 1.47 trillion, representing a robust 37% year-on-year increase. This remarkable uptick is primarily attributed to substantial investments in digital and artificial intelligence (AI) sectors, reflecting the nation’s push towards technology-driven growth. Digital industries dominated the investment field, accounting for THB 1.1 trillion of the total. The electronics and electrical appliance segment followed, attracting THB 120 billion. Other notable sectors include agriculture and food processing with THB 61 billion, high-value logistics and services at THB 40 billion, energy and basic infrastructure totaling THB 39 billion, automotive and parts with THB 26 billion, and machinery, automation, and robotics drawing THB 13 billion. The overall investment trend is notably shifting toward key future-forward sectors such as data centers and semiconductors. There is also a noticeable emergence of investments related to humanoid technologies, strengthening Thailand’s status as an investment-friendly nation for advanced technology industries. According to Yuanta Securities, this has had a positive knock-on effect for several stocks including: industrial estate ( AMATA , WHA , PIN , S ); construction ( STECON , CK ); power plants ( GULF , GUNKUL , GPSC , WHAUP ); electronics ( SMT , FORTH ); and logistics ( SJWD , WICE ); as well as EPG —which benefits from increased demand for insulation materials for new factories. Overall, the BOI’s data highlights Thailand’s clear strategic direction to become a regional hub for digital innovation and advanced manufacturing, buoyed by continued support for high-growth industries.