On Wednesday at 10:59 AM (Bangkok time), the share price of Gunkul Engineering Public Company Limited (SET: GUNKUL) surged 9.20% or THB 0.32 to THB 3.80, with a trading value of THB 845.70 million.
Global Power Synergy Public Company Limited (SET: GPSC) climbed by 0.61% or THB 0.25 to THB 41.00, with a trading value of THB 76.03 million.
WHA Utilities and Power Public Company Limited (SET: WHAUP) rose by 0.91% or THB 0.05 to THB 5.55, with a trading value of THB 14.46 million.
Krungsri Securities (KSS) stated that the current sentiment in Asian technology stocks remains positive, supported by two key factors. First, both the S&P 500 and NASDAQ have reached new highs, buoyed by a rotation within the tech sector, particularly among companies participating in the AI value chain and CAPEX cycle.
Second, Asian markets have become increasingly prominent, notably as China begins to restrict overseas travel for key AI personnel in private companies. This policy may present significant opportunities for Thailand, especially for firms that support infrastructure and those aligned with the Infra Tech and the China Plays investment themes.
Within the electronics component sector, there has been a gradual shift as certain stocks are placed under cash balance measures. This is expected to redirect investment flows towards the Infra Tech sector, where investment in data centers in Thailand is accelerating and establishing new value chains.
Stocks favored under the Infra Tech theme include GULF, GPSC, WHAUP, and GUNKUL.
