Kaohoon International

• Capital market leaders and financial executives gathered at the 20th anniversary of the Thailand Focus conference to discuss strategies for reigniting foreign investor confidence. • Experts including Asadej Kongsiri of the Stock Exchange of Thailand and representatives from UBS, CLSA, and DBS highlighted that attractive valuations and emerging growth engines place the country in a "sweet spot" for investment. • The panel emphasized that achieving sustained growth depends heavily on political stability and the effective execution of government policies.

• The Bank of Thailand has unanimously decided to maintain its policy interest rate at 1% to continue supporting the country's economic recovery. • While overall credit has increased due to lending to large corporations for investment and working capital, loans to SMEs continue to contract as banks remain cautious. • Thai government bond yields have remained stable, resisting the upward trend seen in the bond yields of other major global economies.

• Deputy Prime Minister and Finance Minister Dr. Ekniti Nitithanprapas presented a strategic roadmap to revitalize the Thai economy and mitigate global uncertainties during the Thailand Focus 2026 conference. • A significant investment surge is targeting Thailand, with over $10.1 billion (THB 331 billion) allocated across 224 projects. • Roughly one-third of this capital is focused on printed circuit boards (PCBs) and electronic components to support the global scaling of AI hardware and semiconductor packaging.

• Thailand’s SET Index closed at 1,601.05 points on August 24, 2026, marking a decrease of 12.73 points or 0.79%. • The total trading value for the session reached THB 60.9 billion. • This decline reflects broader volatility and significant developments within both the Thai and foreign stock markets.

• Thai Prime Minister Anutin Charnvirakul and New Zealand Prime Minister Christopher Luxon met in Wellington on August 21, 2026, to mark the 70th anniversary of diplomatic relations. • The two leaders signed a Joint Declaration on the Strategic Partnership, a move designed to formally strengthen bilateral ties and cooperation between the two nations. • In economic news, South Korea reported a significant surge in trade, with total exports reaching $55.2 billion during the first 20 days of August 2026.

• Thailand’s SET Index closed at 1,609.99 points on August 20, 2026, marking a slight increase of 0.23 points (0.01%) with a total trading value of THB 82.36 billion. • The market experienced an early surge driven by positive overseas trends and investor reactions to declining bond yields following U.S. Treasury movements. • This activity highlights the Thai market's sensitivity to global macroeconomic shifts and U.S. monetary indicators.

• On August 14, 2026, the Thai and foreign stock markets experienced a period of selective speculation as investors focused on individual company earnings results. • The market lacked major driving factors, leading investors to adopt a cautious strategy based on specific corporate performance rather than broad trends. • Analysts predict the Thai market will continue to move sideways into next week due to the absence of strong catalysts.