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The Japan Times — Businessjapantimes.co.jp

Thai stock market thriving as surprise beneficiary of AI boom (opens original article in a new tab)

TL;DR

Thailand's stock market is thriving as investors gain exposure to the AI boom through companies like Delta Electronics, which has seen significant growth and now holds a major position in the market.

  • Thailand's stock market is outperforming Southeast Asian peers this year due to exposure to AI infrastructure through companies like Delta Electronics
  • Delta Electronics has surged over 80% in 2026, becoming Thailand's first $100 billion company and second-most valuable in MSCI Asean Index
  • Thai market remains less dependent on technology stocks compared to South Korea and Taiwan, with Delta being the only pure tech company among top listed firms
  • Thailand's stock index rose over 20% in 2026, outperforming Singapore and Vietnam but contrasting with declines in Indonesia
  • valence': 2,

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