Top Stories
Strategy | Feedback From 2H26 Strategy & Healthcare Roadshow
2H26 Thai equity roadshow recap: Institutional feedback from Kuala Lumpur showed strong positive sentiment. Key investor interest focused on Thailand's burgeoning AI and data centre supply chain, driven by massive BOI applications. While doubts remain over a consumer recovery, cheap valuations make domestic plays compelling. A new copayment stimulus scheme is set to lift grassroots consumption, directly boosting banking and finance. Meanwhile, healthcare remains highly competitive, buoyed by specialised care, a robust Middle Eastern patient recovery, and superior margins.
Top Stories
Strategy | Feedback From 2H26 Strategy & Healthcare Roadshow
2H26 Thai equity roadshow recap: Institutional feedback from Kuala Lumpur showed strong positive sentiment. Key investor interest focused on Thailand's burgeoning AI and data centre supply chain, driven by massive BOI applications. While doubts remain over a consumer recovery, cheap valuations make domestic plays compelling. A new copayment stimulus scheme is set to lift grassroots consumption, directly boosting banking and finance. Meanwhile, healthcare remains highly competitive, buoyed by specialised care, a robust Middle Eastern patient recovery, and superior margins.
IMPORTANT NOTICE - DISCLOSURES AND DISCLAIMERS
This report is provided subject to, and must be read together with, the full Disclosures / Disclaimers available at the following link: https://research-api.uobkayhian.com/assets/disclaimer/83c315d1-ca75-4d8c-9aa5-f27a8d9acd8d, which are incorporated by reference into this report. In particular, this report is intended for general circulation and informational purposes only and does not constitute personal investment advice or a recommendation to buy or sell any investment product or security. You should independently evaluate the information and, where necessary, seek advice from a qualified financial adviser regarding the suitability of any investment. Analyst certifications required under applicable regulations, including SEC Regulation AC (where relevant), are included in this report. By accessing, receiving or using this report, you acknowledge that you have read, understood and agreed to be bound by the Disclosures / Disclaimers, as may be amended, supplemented or updated from time to time.
