On Tuesday at 2:53 PM (Bangkok time), the share price of Amata Corporation Public Company Limited (SET: AMATA) rose by 7.77% or THB 2.00 to THB 27.75, with a trading value of THB 380.60 million.
Gunkul Engineering Public Company Limited (SET: GUNKUL) climbed by 3.33% or THB 0.16 to THB 4.96, with a trading value of THB 312.17 million.
B.Grimm Power Public Company Limited (SET: BGRIM) increased by 3.18% or THB 0.70 to THB 22.70, with a trading value of THB 981.76 million.
Gulf Development Public Company Limited (SET: GULF) rose by 3.27% or THB 2.00 to THB 63.25, with a trading value of THB 3.94 billion.
CH. Karnchang Public Company Limited (SET: CK) advanced by 2.34% or THB 0.40 to THB 17.50, with a trading value of THB 90.74 million.
Stecon Group Public Company Limited (SET: STECON) gained 4.65% or THB 0.80 to THB 18.00, with a trading value of THB 287.62 million.
WHA Utilities and Power Public Company Limited (SET: WHAUP) surged 6.57% or THB 0.45 to THB 7.30, with a trading value of THB 138.32 million.
WHA Corporation Public Company Limited (SET: WHA) jumped by 5.37% or THB 0.26 to THB 5.10, with a trading value of THB 1.18 billion.
Yuanta Securities (Thailand) wrote that the Thai Cabinet has officially approved regulatory guidelines for data centers, with the primary objectives of reassuring the public and clarifying investment procedures for data center operators. This move is regarded as a positive development for related stocks such as AMATA, WHA, WHAUP, STECON, CK, PYLON, STPI, GULF, BGRIM, GUNKUL, SSP, EPG, INSET, and SYMC.
The regulations aim to provide greater transparency for data center investments, including the public disclosure of relevant nationwide data center information in real time. Furthermore, to address public concerns, the regulations establish minimum standards to ensure that operations do not negatively impact local communities and the environment.
A transitional period will feature the establishment of a One Stop Service Data Center, which will review ongoing projects that are not yet compliant, requiring them to make necessary adjustments before continuing their services. For new investments, applicants must provide relevant information and obtain approval, with the One Stop Service expected to streamline the process and reduce redundancies.
The Cabinet has set a threshold of 20 MW to dictate regulatory stringency. Data centers exceeding this capacity must be located within industrial estates and are not permitted to operate in commercial zones adjacent to residential communities.
For companies that secured construction permits before August 14, projects may proceed provided they comply with enhanced environmental standards. Applications submitted after August 14 will be subject to screening by a dedicated committee to evaluate overall benefits to the country, according to the brokerage.
