Bualuang Wealth Research identifies six factors suggesting foreign fund flows into Thai stocks have 89% probability of continuing over the next 3 months, with potential inflows averaging 34 billion baht. Key drivers include recovering global tech/manufacturing demand (South Korean exports up 52.9–70.4% YoY), improving Thai corporate earnings forecasts (revised from -7.3% to +12.7%), and positive ISM manufacturing data. Analysts recommend accumulating KCE, PTT, and PTTGC as beneficiaries of the global tech cycle and foreign capital flows.
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