Summary · why it matters
Delta Electronics (Thailand), or DELTA, may see its weighting increased in the end-of-quarter rebalancing of the SET50 and SET100 indices on 30 September 2026, which would force passive funds to buy additional shares worth an estimated 2 billion baht. Meanwhile, the National Broadcasting and Telecommunications Commission selection committee resolved to impose administrative enforcement measures against Dr. Soran Boonbaichaiyapruck, known as Dr. Hai, and filed a petition with the Administrative Court seeking a temporary protection order for him to cease performing his duties as NBTC chairman after he was stripped of the post for lacking qualifications and for obstructing other NBTC commissioners from carrying out their duties. On another front, Airports of Thailand, or AOT, is pressing ahead with accelerating Suvarnabhumi Airport, with Kittipong Kittikhachon, director of Suvarnabhumi Airport, disclosing that over 20 years Suvarnabhumi has handled more than 899.9 million passengers, over 5.57 million flights and more than 24.9 million tonnes of air cargo. For the 11 months of fiscal year 2026, there were 118 scheduled airlines and 346,905 flights, up 1.83%, 59.63 million passengers, up 2.43%, and cargo volume of more than 1.4 million tonnes, up 4.63%. There is also a major investment plan, the East Expansion, worth 12 billion baht over an area of 81,000 square metres, which will raise passenger capacity from 60 million per year to 70 million per year, with construction during 2027-2031. It is currently awaiting placement on the Cabinet agenda. Meanwhile, PTG Energy, or PTG, is investing jointly with Paisal Capital Co., Ltd., extending from the energy business into the financial business. Rangsan Puangprang, chief executive of finance and sustainability at PTG, said the cooperation stems from the funding needs of customers in the commercial vehicle and truck operator group. Sukrit Rianpinyawat, chief executive of Paisal Capital Co., Ltd., said the two sides began cooperating early last year and plan to expand the business nationwide, focusing on the truck group, and are preparing to file for an IPO early in 2027, expecting to begin trading on the stock exchange in the third quarter of 2027, with a five-year goal of driving loan volume from about 3 billion baht at present to 10 billion baht.
Delta Electronics (Thailand) Public Company Limited
PTG Energy PCL
Airports Of Thailand PCL