Trinity Expects KCE, SPRC, IRPC, CENTEL to Enter SET50 in First Half of 2027

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Summary · why it matters

Trinity Securities has assessed the list of stocks expected to be added to and removed from the SET50 and SET100 indices for the first half of 2027, the first review of this cycle, using data through September 30, 2026, and pending actual data through the end of November 2026. For the SET50 index, the research team expects KCE, SPRC, IRPC and CENTEL to be added, and LH, OSP, TIDLOR and MRDIYT to be removed, with a confidence level of 99.99% for both groups. For the SET100 index, it expects MBK, TTW and PSL to be added, with STPI as the fourth if HANA drops out of the index, while AURA, QH and MOSHI are expected to be removed. HANA must avoid being placed on the Trading alert list throughout October and November to avoid the chance of being removed. On investment strategy, the research team recommends gradually buying stocks expected to definitely enter the SET50, namely KCE, SPRC, IRPC and CENTEL, for trading gains, viewing KCE as the most interesting because it is the largest by market capitalisation among the expected additions. It also recommends avoiding investment in stocks expected to be removed from the SET50 over the next one to two months, namely LH, OSP, TIDLOR and MRDIYT.

Impact on assets 16

Consumer Discretionary▲
Semiconductors▲
Energy▲
IRPC Public Company Limited
IRPC
▲ PositiveCapitalrelevance

Expected to be added to the SET50 index in the first half of 2027, with Trinity recommending gradual buying for trading gains.

Real Estate▼
Energy Transition & Power Demand▲
Consumer Staples▼
Osotspa Public Company Limited
OSP
▼ NegativeCapitalrelevance

Expected to be removed from the SET50 index, with Trinity recommending investors avoid the stock over the next one to two months.

Financials▼
Industrials▲
Climate Adaptation & Water▲