Daily Financial Briefing
THAILAND
06 August 2026
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Thailand — Daily Financial Briefing

06 August 2026

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1. MARKET OVERVIEW

IndexLevelChange% Change
SET Index1,487.32+11.24+0.76%
SET50982.15+7.83+0.80%
SET1002,134.67+15.41+0.73%
MAI Index412.88-1.22-0.29%
Market Turnover (THB bn)48.73
Market Cap (THB tn)19.84

Top Gainers: PTT PCL +2.14% | CPALL +1.87% | KBANK +1.63%

Top Losers: True Corp -1.45% | MINT -0.98% | BEM -0.74%

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2. CURRENCY AND FOREX

PairRateChange% Change
USD/THB34.18-0.12-0.35%
EUR/THB37.42-0.08-0.21%
GBP/THB43.67-0.15-0.34%
JPY/THB (per 100)23.14+0.09+0.39%
CNY/THB4.71-0.03-0.63%
SGD/THB25.83-0.06-0.23%

THB strengthened against USD34.18 | BOT Reference Rate: 34.21

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3. ECONOMIC INDICATORS

IndicatorPeriodValuePrior
GDP Growth (YoY)Q2 2026**3.4%**3.1%
Inflation Rate (CPI YoY)July 2026**2.1%**1.9%
Core Inflation (YoY)July 2026**1.6%**1.5%
Unemployment RateJune 2026**0.98%**1.02%
Policy Interest RateAug 2026**2.25%**2.25%
Industrial Production (YoY)June 2026**2.8%**2.3%
Consumer Confidence IndexJuly 2026**58.4**57.1

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4. BANKING SECTOR

BankShare Price (THB)ChangeP/BV
Bangkok Bank (BBL)172.50+1.500.74x
Kasikorn Bank (KBANK)148.00+2.500.81x
SCB X (SCB)112.75+0.750.69x
Krungthai Bank (KTB)21.40+0.200.72x
TMBThanachart (TTB)1.88+0.020.63x

MetricValue
BOT Policy Rate**2.25%**
Average Lending Rate (MLR)**6.875%**
Average Deposit Rate (1-yr)**1.65%**
NPL Ratio (System-wide)**2.87%**
Banking Sector Liquidity (THB bn)**582.4**

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5. TRADE AND INVESTMENT

MetricPeriodValueYoY Change
ExportsJune 2026**USD 24.7 bn**+5.2%
ImportsJune 2026**USD 23.1 bn**+4.8%
Trade BalanceJune 2026**+USD 1.6 bn**
FDI InflowsQ2 2026**USD 4.3 bn**+8.1%
Tourism Receipts (Monthly)June 2026**THB 142.6 bn**+11.4%
International ReservesAug 2026**USD 224.8 bn**+2.3%

Top Export Markets: China 22.4% | USA 17.1% | Japan 9.8% | ASEAN 18.6%

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6. KEY FINANCIAL NEWS

  • **BOT** holds policy rate at **2.25%** for third consecutive meeting; next review scheduled **24 September 2026**
  • **PTT PCL** announces Q2 2026 net profit of **THB 18.3 bn**, up **12.7% YoY**
  • **BOI** approves **14** new investment projects worth **THB 36.8 bn** in EV and semiconductor sectors
  • **SET** launches new ESG investment framework; **47** listed firms to comply by **Q4 2026**
  • **Thai Baht** hits **3-month high** vs USD at **34.12** intraday before settling at **34.18**
  • **CPN** (Central Pattana) reports retail occupancy rate at **96.4%** — highest since **2019**
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    7. OUTLOOK

    HorizonIndicatorForecast
    Aug 2026Policy Rate**2.25%** (hold)
    Q3 2026GDP Growth**3.5–3.7%**
    FY 2026CPI Inflation**2.0–2.3%**
    FY 2026Export Growth**4.8%**
    FY 2026Tourist Arrivals**38.2 mn**
    FY 2026THB/USD Range**33.80–35.20**

    BOT maintains neutral monetary policy stance with bias toward stability through H2 2026.