FTSE SET Large-Cap Index

• Addition: DIF TB
• Deletion: CPAXT TB

FTSE SET Mid-cap Index

• Addition: FTREIT TB, MRDIYT TB
• Deletion: DIF TB, ACE TB, TIPH TB, DOHOME TB, DCC TB, GFPT TB, JAS TB, PTG TB, THANI TB, SAPPE TB, SISB TB

1. Thailand plans to accelerate investments in liquefied natgas infra and exploration as the construction of new data centers is expected to significant increase electricity demand -Energy. A new Power Development Plan draft is in the works to ensure adequate electricity supplies; est. additional required consumption at 20GW. Authorities are considering expanding LNG separation plants and import terminals in Rayong province, TH’s main LNG hub. Existing facilities have the capacity to handle about 20mn metric tons of LNG annually. In addition, evaluating plans are ongoing to build the first LNG separation plant and terminal in the south of Thailand to support rising electricity demand in key tourist destinations such as Phuket and Krabi. 
2. Authorities have postponed plan to impose higher electricity rate on large households w/ heavy consumption that proposed by Energy Regulatory Commission (ERC) last month aft public hearing shows -ve reaction from various groups of people cited that big families don’t rack up high electricity bills because they’re wasteful; but because there’re more people living the house that naturally drives up power use, progressive power tariff rates are not appropriate.
3. Tourism : Tourism Authority of TH cuts its long haul arrival f/c to 10m this year, from 11m earlier f/c and 10.8m in 2025, mainly due to ME conflicts, which saw a sharp 32% fall from ME market as of June 7. Yet the long haul market remains resilient, supported by an airline focused strategy that has helped sustain momentum this year, enabling more flights from various origins such as Kazakhstan (+8.3%), Uzbekistan (+28%), and Poland +16.8%). The 4Q26 outlook remains promising, based on forward bookings among 4 and 5-star hotels.
4. Econ: Thailand’s economy is bracing for a turbulent 2H26. KASIKORN Research Center (KResearch) is holding its full-year growth forecast at 2.0%, warning that while the immediate threat of a wider Middle East war has receded, the recovery remains fragile. KResearch does not expect oil prices to return to pre-war levels of $60-70 a barrel. Instead, it forecasts Brent crude to average $90 per barrel for 2026, holding closer to $100 in the second half of the year.
5. Econ: The proposed Thailand Individual Savings Account (TISA) scheme could be launched in 3Q26 or 4Q26, creating a new growth path that could lift GDP growth to 4% and push the benchmark stock index towards 1,800 points, says the Federation of Thai Capital Market Organizations (Fetco). Under TISA, investors can allocate funds to individual stocks or mutual funds while enjoying tax incentives.
6. Energy Minister says no plan to expand exports other oil products aside from jet oil at this time, sees diesel consumption surged to >77m ltr/d higher than usual 70-73m ltr while diesel px in Jun stands at Bt 40.8/ltr +33% from prewar level of Bt 30 which indicate that despite high oil px, consumption con’t grow, sufficient fuel supplies for the public r/m top priority.
7. *CIMBT (5.17%), GLAND (5.09%), LRH (12.2%), NFC (9.42%), and ROH (3%) remain suspended and may face being delisted, for failing to meet freefloat rules, after already having been suspended for one year.
8. MACRO: Thai govt plans to borrow as much as Bt200bn ($6.1bn) entirely from the domestic market at an estimated interest rate of 1.2%, PM Anutin stated. The borrowing is part of a controversial Bt400bn emergency borrowing plan to finance cost-of-living relief measures and the transition to renewable energy.
9. TH may revise its 2026 econ gr. est. from the current 1.6% if the conflict in the Middle East ends, Finance Minister Ekniti stated, betting on reconstruction efforts to reduce the risk of an energy-driven global downturn. While energy infra and prices are unlikely to return to pre-conflict levels within 2-3yrs, they should ease significantly. Ekniti reaffirms plans to proceed with the proposed Bt200bn ($6.1bn) borrowing program to support TH’s energy transition to reduce reliance on imported oil and nat gas. Elevated energy prices are likely to persist for at least another 1-2yrs, he expects.
10. BOT reported banking industry’s workforce stood at 116,721 employees in 1Q26 down from 119,051 at eo-2025, bank branches receded to 4,575 outlets at eo-1Q vs 4,696 at eo-2025, branch closure from +ve growth in digital banking services and adoption on AI and automation technologies are expected to drive structural changes and redefining workforce requirements across industries.

If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇