Kasikorn Thai says 4 stocks to benefit as Thailand hosts World Bank-IMF in 2026

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Summary · why it matters

Kasikorn Securities stated that the Prime Minister has ordered all agencies to accelerate preparations for Thailand to host the World Bank-IMF meetings in 2026, which are expected to draw more than 10,000 participants from at least 19 countries. The focus is on upgrading airports, airlines, visas, immigration, security, and public health to accommodate leaders and senior executives, while using the forum as an opportunity to attract investment, expand trade, and build confidence in Thailand's economy over the long term. The brokerage views this as a positive sentiment for stocks related to travel, tourism, airports, hotels, and convention centers, such as AOT, AWC, CENTEL, and ERW, given the potential benefit from increased traffic and spending by attendees.

Impact on assets 4

Consumer Discretionary▲
Industrials▲
Airports Of Thailand PCL
AOT
▲ PositiveDemandrelevance

Hosting World Bank-IMF 2026 with 10,000+ attendees is expected to boost airport traffic, benefiting AOT.

Real Estate▲