Kasikornbank Public Company LimitedNamed as a beneficiary of the middle-sized countries/SME theme tied to Thailand's IMF-World Bank meetings agenda.
Yuanta Securities (Thailand) assesses that Thailand's hosting of the IMF–World Bank Annual Meetings 2026, to be held from 12-18 October 2026 at the Queen Sirikit National Convention Center, will be a positive factor for the Thai stock market. It marks Thailand's return as host after 35 years, having last hosted in 1991, and more than 15,000 participants from 191 countries are expected. Thailand is presenting the concept "A New Horizon for Thailand: Empowering People, Strengthening Readiness for Change," and will push four main issues: the transition to digital and AI, the role of middle-sized countries in a multipolar world, coping with climate change, and preparing the economy for an aging society. Yuanta's research team cites the case study of Indonesia, which hosted in 2018, finding that the JCI Index rose 2.8% in the one month after the meetings and outperformed MSCI EM, MSCI DM and MSCI ACWI, which delivered negative returns during that period. It therefore sees the SET Index as likely to outperform regional markets. The digital and AI theme is positive for SMT, HANA, CCET, AMATA, WHA, DITTO and SKY, while the middle-sized countries theme, aimed at supporting SMEs, is positive for KBANK, SCB, KTB, SAWAD and MTC. The climate theme is positive for GUNKUL, SSP, GULF, DITTO and TEAMG, and the aging society theme is positive for BDMS, BH, BCH and CHG. It also sees the tourism group benefiting directly from an acceleration in traveler numbers, namely AOT, THAI, BA, ERW, CENTEL, MINT and AWC, with several large concerts choosing to hold events in Thailand during November-December providing continued support.
Kasikornbank Public Company LimitedNamed as a beneficiary of the middle-sized countries/SME theme tied to Thailand's IMF-World Bank meetings agenda.
Krung Thai Bank Public Company LimitedNamed as a beneficiary of the middle-sized countries/SME-support theme tied to Thailand hosting the IMF-World Bank meetings.
Muangthai Capital Public Company LimitedNamed as a beneficiary of the middle-sized countries theme aimed at supporting SMEs.
Srisawad Power 1979 PCLNamed as a beneficiary of the middle-sized countries theme aimed at supporting SMEs.
Bumrungrad Hospital PCLNamed in the aging society theme as a beneficiary of Thailand's IMF-World Bank hosting, which Yuanta sees as positive for the SET.
Chularat Hospital Public Company LimitedNamed in the aging society theme as a beneficiary of Thailand's IMF-World Bank hosting, which Yuanta sees as positive for the SET.
Bangkok Chain Hospital Public Company LimitedNamed as a beneficiary of the aging society theme highlighted for the IMF-World Bank meetings.
Central Plaza Hotel Public Company LimitedNamed in the tourism group benefiting directly from an acceleration in traveler numbers around the IMF-World Bank meetings and large concerts.
The Erawan Group Public Company LimitedNamed in the tourism group expected to benefit directly from an acceleration in traveler numbers and large concerts in Thailand.
Minor International Public Company LimitedNamed in the tourism group expected to benefit directly from accelerated traveler numbers around the meetings and large concerts.
Sermsang Power Corporation Public Company LimitedNamed among stocks benefiting from the climate change theme promoted at the IMF–World Bank meetings.
Gulf Energy Development Public Company LimitedNamed as a beneficiary of the climate theme tied to Thailand's IMF-World Bank meetings agenda.
Gunkul Engineering Public Company LimitedNamed as a beneficiary of the climate theme tied to Thailand's IMF-World Bank meetings agenda.
Stars Microelectronics (Thailand) PCLNamed among stocks benefiting from the digital and AI theme of the IMF–World Bank meetings hosted in Thailand.
Hana Microelectronics Public Company LimitedNamed as a beneficiary of the digital and AI theme tied to Thailand's IMF-World Bank meetings agenda.
TEAM Consulting Engineering and Management Public Company LimitedNamed among stocks benefiting from the climate theme of the IMF–World Bank meetings.
Amata Corporation Public Company LimitedNamed as a beneficiary of the digital and AI theme tied to Thailand hosting the IMF-World Bank meetings.
Airports Of Thailand PCLNamed in the tourism group expected to benefit directly from an acceleration in traveler numbers around the meetings.
Bangkok Airways Public Company LimitedNamed in the tourism group expected to benefit directly from an acceleration in traveler numbers around the meetings.
Bangkok Dusit Medical Services Public Company LimitedNamed in the aging society theme as a beneficiary of Thailand's IMF-World Bank hosting, which Yuanta sees as positive for the SET.
Ditto (Thailand) Public Company LimitedNamed in both the digital/AI and climate themes as a beneficiary of Thailand's IMF-World Bank hosting, which Yuanta sees as positive for the SET.
Sky ICT Public Company LimitedNamed among stocks benefiting from the digital and AI theme pushed at the IMF–World Bank meetings Thailand will host.
Thai Airways International Public Company LimitedNamed in the tourism group expected to benefit directly from accelerated traveler numbers around the IMF–World Bank meetings and concerts.
Asset World Corp Public Company LimitedNamed in the tourism group expected to benefit directly from an acceleration in traveler numbers around the meetings.
Cal-Comp Electronics (Thailand) Public Company LimitedNamed among stocks benefiting from the digital and AI theme tied to Thailand hosting the IMF-World Bank meetings.
SCB X Public Company LimitedNamed as a beneficiary of the middle-sized countries theme aimed at supporting SMEs.
WHA Corporation Public Company LimitedNamed among stocks benefiting from the digital and AI theme tied to Thailand hosting the IMF-World Bank meetings.