Foreign investor fund flows have returned to Thai equities for three consecutive days, reaching the highest net buying in two months, supporting a sideways/up movement for SET today. Key policy drivers include Data Center investment guidelines being reviewed by regulators, a 10,000 MW community solar expansion project pending Cabinet approval, and the anticipated renewal of the "Thai Help Thai Plus" economic stimulus for two more months. Brokerage recommends positioning in beneficiary stocks: electronics components (DELTA, HANA), construction contractors (STECON, PYLON), industrial estates (AMATA, WHA), and banks (KTB, KBANK, KKP). External tailwinds include weakening US Treasury yields and Brent crude around $100/barrel, plus potential US-China trade deal extension.