Mr. Gun Hathaisattha, Chief Investment Strategist and Economist of the Research Division at CGS International (CGSI) Securities (Thailand), stated in “Kaohoon” program on December 8, 2025, that the measures the Cabinet of Thailand will focus at tomorrow meeting will likely be the relief measures for flood victims in the Southern region and short term stimulus measures.
Although there is a plan to introduce Thailand Individual Savings Account (TISA) measure to encourage greater investment, Mr. Gun noted that the Thai stock market will be unable to attract significant foreign inflows until the political situation is resolved. He forecasted that the current administration will dissolve the parliament at the end of January next year, with the election expected to conclude around mid-2026.
Therefore, Mr. Gun advised investors to begin accumulating big-cap undervalued stocks, particularly in the hospital, retail, energy, and power plant sectors, as these groups are likely to benefit from election rallies in April and May next year, the period leading up to the election. He recommended Bangkok Dusit Medical Services PCL (SET: BDMS), CP All PCL (SET: CPALL) from retail, PTT PCL (SET: PTT), and Gulf Development PCL (SET: GULF).
For those willing to take more risk, Mr. Gun suggested Bangkok Chain Hospital PCL (SET: BCH), which should benefit from both the election rally and Social Security adjustments, and Moshi Moshi Retail Corporation PCL (SET: MOSHI), which has shown signs of sales recovery in November.
