Foreign investors net sold nearly 20 billion baht over 6 days but still accumulated SCB, PTT, TOP, IRPC, BBL

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Summary · why it matters

Research from Asia Plus Securities indicates that foreign investors net sold Thai stocks for six consecutive trading days, totaling nearly 20 billion baht, pressured by US bond yields rising faster than Thai yields, flooding issues and rising political temperature, as well as a baht that continues to weaken, which increases the chance of foreign exchange losses for foreign investors. However, foreign investors are still gradually accumulating certain companies, focusing on banks, energy, and some petrochemical stocks with strong stories and laggard prices. SCB led with net buying of 2.974 billion baht, followed by PTT at 1.361 billion baht, TOP at 882 million baht, IRPC at 627 million baht, and BBL at 517 million baht. Meanwhile, the research team also recommends three standout stocks: TRUE, on the trend of third-quarter 2026 profit growing both quarter-on-quarter and year-on-year, with an expected dividend yield of about 1.2%; GULF, benefiting from positive sentiment from falling oil prices and the investment theme tied to the Power Development Plan and data centers; and PLANB, which is likely to raise its 2027 profit forecast on its share of investment in ICARE and its entry into the high season for the out-of-home advertising business in the second half of the year.

Impact on assets 8

Energy Transition & Power Demand▲ · 3 stocks
PTT Public Company Limited
PTT
▲ PositiveCapitalrelevance

Foreign investors net bought PTT shares worth 1.361 billion baht, cited among accumulated energy stocks.

Thai Oil Public Company Limited
TOP
▲ PositiveCapitalrelevance

Foreign investors net bought TOP shares worth 882 million baht as part of accumulation in energy and petrochemical stocks.

Digital Finance & Tokenization▲ · 2 stocks
Bangkok Bank PCL
BBL
▲ PositiveCapitalrelevance

Foreign investors net bought BBL shares worth 517 million baht, cited among accumulated bank stocks.

SCB X Public Company Limited
SCB
▲ PositiveCapitalrelevance

Foreign investors net bought SCB shares worth 2.974 billion baht, the largest net accumulation among Thai stocks.

Energy▲ · 1 stocks
IRPC Public Company Limited
IRPC
▲ PositiveCapitalrelevance

Foreign investors net bought IRPC shares worth 627 million baht, cited among accumulated petrochemical stocks.

Communication Services▲ · 1 stocks
Plan B Media PCL
PLANB
▲ PositiveCapitalrelevance

PLANB recommended as a standout, likely to raise its 2027 profit forecast on its ICARE investment share and high out-of-home advertising season.

Cloud & Digital Infrastructure▲ · 1 stocks
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