TTB Wealth Securities has released an analysis ahead of the Thai government’s upcoming policy announcement scheduled for April 9-10, 2026. The government will unveil policies focused on five key areas: economic restructuring to boost global competitiveness and developing the tourism sector; foreign affairs and security; social reforms including education and healthcare; disaster and environmental management; and public sector administration with legal reforms.
The administration also plans to roll out urgent stimulus measures, known as “Quick Big Win,” which include the extension of the Half-Half Plus (Co-payment Plus) scheme, measures to reduce living costs, and initiatives to accelerate both domestic and foreign private investments.
TTB Wealth Securities views these developments as positive for several sectors and individual stocks.
- The retail sector is expected to benefit, with notable mentions being CPAXT, DOHOME, GLOBAL, and HMPRO.
- Construction stocks such as CK and STECON are likely to see improved sentiment.
- The infrastructure investment push is seen as a positive catalyst for names including GULF, GUNKUL, AMATA, WHA, and WHAUP.
TTB Wealth believes these policy directions and stimulus measures could set the stage for significant market opportunities in the coming months.
