The Stock Exchange of Thailand (SET) is organizing the “Thailand Focus 2025” event from August 27-29, 2025, at the Grand Hyatt Erawan Hotel in Bangkok. This annual flagship event, now in its 19th year, is themed “Beyond the Challenges” and aims to showcase the resilience and potential growth opportunities in Thailand’s economy and capital markets, while enhancing visibility of Thai-listed companies to institutional investors worldwide.
High-level discussions will feature key presentations from Dr. Paopoom Rojanasakul, Deputy Minister of Finance, alongside senior representatives from government, business, and financial sectors. These discussions will cover government policies designed to boost investor confidence, competitive positioning of Thailand as a financial hub, and significant sectoral transformations. Key sectors under scrutiny include sustainable tourism, healthcare and medical technologies, and the opportunities within the emerging virtual banking sector.
Seventy-six publicly listed companies, primarily from the SET100 index like ADVANC, AOT, BBL, and CP Group, are expected to participate. These companies will provide insights into their business potentials and growth trajectories via group and one-on-one meetings. As noted by Yuanta Securities, Thailand’s stock market might respond positively following the event, especially for sectors benefiting from domestic economic stimuli. Notably, clarity on legal proceedings surrounding the Prime Minister on August 29 may alleviate overhanging market concerns.
The SET’s strategic messaging during the event aims to reinforce market confidence among local and international investors, strengthen market dynamics, and illustrate Thailand’s competitive investment landscape. The global economic backdrop, characterized by a weakening Dollar Index and bond yields post-Jackson Hole symposium, presents potential for increased capital inflows into emerging markets like Thailand.
Historically, companies participating on the first day of this event have reported positive returns both in the week preceding and during the event. This year, participation is anticipated from robust entities such as CP Group, Krung Thai Bank Public Company Limited (KTB), and Thai Airways International Public Company Limited (THAI). Highlighted themes include strategies for rebuilding investor confidence, enhancing market stability, and promoting competitiveness in the Thai financial landscape. Upcoming opportunities lie in addressing household debts, promoting sustainable tourism, advancing healthcare technologies, and navigating risks and governance in the virtual banking space.
Investment recommendations post-event include tracking stocks that present early insights like KTB, BAM, MINT, and others linked to the event’s themes. Partial online dissemination on the inaugural day will cover pivotal topics like capital market reform and debt management, while ensuing days emphasize small group meetings for direct engagement with institutional investors.
The event highlights the Thai government’s concerted efforts to invigorate economic confidence and bolster the financial sector’s infrastructure amid waning investor sentiments. The future trajectory of the Thai market hinges on economic reform initiatives and transparency endeavors. Moreover, updates on the Jump+ initiative, aimed at enhancing the growth trajectory and investor confidence, stand as potential catalysts for newfound investment under low financial costs, promising positive long-term valuations.
In summary, “Thailand Focus 2025” represents a strategic convergence of governmental, financial, and business leaders aimed at showcasing Thailand’s evolving economic landscape, pioneering sectoral opportunities, and forging pathways for renewed investor engagement in a post-pandemic world. The market’s response, contingent on political stability and effective communication, could see notable movements influenced by both domestic and international capital flows.
