On Monday, the share price of VGI Public Company Limited (SET: VGI) in the morning session closed at THB 0.92, a THB 0.06 or 6.98% increase with a total trading value of THB 70.16 million.
Meanwhile, the share price of Plan B Media Public Company Limited (SET: PLANB) at the same time was at THB 3.52 million, a THB 0.10 or 2.92% increase with a total trading value of THB 33.29.
Kasikorn Securities expects the out-of-home media stocks, both VGI and PLANB, to benefit from the out-of-home (OOH) media advertising spending in 2026, which is projected to continue growing at around 4-9%.
The main supporting factors are the general election early in the year and a major event in the middle of the year, the 2026 FIFA World Cup, which is expected to significantly increase OOH advertising spending. This remains a key positive factor for VGI and PLANB, the leading players in the OOH media sector.
Furthermore, both VGI and PLANB continue to maintain strong balance sheets and benefit during periods of declining interest rates, which have led to lower interest expenses and, in turn, support their profit growth.
