Thai stock market ended July 2026 at 1,623.64 points (up 28.9% YTD), supported by sustained foreign inflows despite global headwinds. FETCO identifies six investment-worthy sectors for H2 2026: energy (rising global demand, AI growth), banks (economic recovery, strong capital), telecom/digital infrastructure (data center demand, regional hub potential), industrial estates (FDI/supply chain shifts), tourism/retail (recovering visitor spending), and Value Up stocks. SET target: 1,700 points with ~100 billion baht projected fund inflows. August outlook: sideways-up movement in 1,600–1,650 range as geopolitical risk eases.