Government unveils three measures to boost high-season tourism, KS sees positive for tourism stocks

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2▲7 ▼0Impact / 5
Summary · why it matters

The Minister of Tourism and Sports has assigned policies to the Tourism Authority of Thailand board to drive the tourism industry under the concept of Tourism for All, Tourism for the Future, preparing to move forward with three key projects during the high season. These are the Thai Travels Thailand Plus, or Co-pay, project to stimulate domestic travel; the Fly Thai All the Feelings project, partnering with six domestic airlines to offer ticket discounts to Thai citizens for 400,000 seats; and the Thailand Air Connect project, collaborating with airlines and partners to increase frequency and seat capacity on both charter and commercial flights. In addition, the government aims to elevate Thailand into a valuable and sustainable destination, promoting travel to secondary cities and 55 target communities, and pushing for the country to become a global event hub by hosting the Tomorrowland Thailand music festival from 11 to 13 December 2026 in Chonburi province, which is expected to attract no fewer than 150,000 attendees and generate total economic value of up to 6.132 billion baht. Kasikorn Securities, or KS, assesses that these measures are a positive factor for tourism-related stocks, including AOT, AAV, BA, CENTEL, ERW, MINT, and AWC, as well as retail operators in tourist cities, viewing that travel and spending have an opportunity to recover in the second half of the year.

Impact on assets 7

Industrials▲ · 3 stocks
Airports Of Thailand PCL
AOT
▲ PositiveDemandrelevance

Increased flight frequency and seat capacity through Thailand Air Connect project will drive passenger traffic at Airports of Thailand (AOT).

Asia Aviation Public Company Limited
AAV
▲ PositiveDemandrelevance

Government tourism stimulus measures including co-pay and airline ticket discounts expected to boost domestic travel demand, benefiting Asia Aviation (AAV) as a low-cost carrier.

Bangkok Airways Public Company Limited
BA
▲ PositiveDemandrelevance

Fly Thai All the Feelings project partners with six domestic airlines including Bangkok Airways (BA) to offer discounted tickets, increasing passenger demand.

Consumer Discretionary▲ · 3 stocks
The Erawan Group Public Company Limited
ERW
▲ PositiveDemandrelevance

Government tourism stimulus measures including co-pay, flight discounts, and events like Tomorrowland are expected to boost hotel occupancy and revenue for Erawan Group.

Minor International Public Company Limited
MINT
▲ PositiveDemandrelevance

Government tourism stimulus measures including co-pay, flight discounts, and events like Tomorrowland are expected to boost hotel occupancy and revenue for Minor International.

Real Estate▲ · 1 stocks
Asset World Corp Public Company Limited
AWC
▲ PositiveDemandrelevance

Tourism recovery and events like Tomorrowland festival expected to boost hotel and retail demand, benefiting Asset World Corp (AWC) as a hospitality and retail operator.

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