Land and Houses Securities unveiled its Thai equity investment strategy, noting that there is still accumulation buying through NVDR in individual stocks, running counter to the outflow of foreign capital. Foreign investors were net sellers of Thai stocks on the SET and mai combined to the tune of roughly 33.8 billion baht between September 1 and October 7, 2026. Although the SET index fell only 0.66%, in dollar terms the return was down about 2%. On NVDR trading in common stocks, cumulative net sales came to roughly 13.3 billion baht, yet as many as 296 securities recorded combined net buying of about 19.8 billion baht. The top nine stocks by net buying accounted for a combined 16.3 billion baht, or 82.1% of total net buying among the securities with positive net buying. The stocks with the highest net NVDR buying during the period were KBANK at 3,587.52 million baht, CPF at 2,868.31 million baht, TRUE at 2,240.67 million baht, BCP at 2,067.89 million baht, PTTGC at 1,515.84 million baht, CPALL at 1,149.94 million baht, SPRC at 1,144.97 million baht, IVL at 910.92 million baht, and KCE at 784.31 million baht. The research team selected seven standout stocks to trade on the buying momentum: KBANK, TRUE, BCP, PTTGC, CPALL, SPRC, and KCE, based on the size of cumulative net buying, the continuity of buying pressure, changes in the number of shares held through NVDR, and the direction of recent trading. It also advised investors to separate stocks with sustained buying from those that have only just seen a short-term return of buying interest, and to watch out for one-off large trades on a single day that could push cumulative net buying above normal levels.
CP ALL Public Company Limited
Indorama Ventures PCL
Kasikornbank Public Company Limited
Star Petroleum Refining Co Ltd
