Kasikorn Securities says China roadshow supports industrial estate stocks AMATA, WHA, ROJNA to receive more FDI

Kaohoon·20 Jul 2026·Read original

2▲2 ▼0Impact / 5

Industry Electric Utilities

Summary · why it matters

Kasikorn Securities assesses that the Prime Minister's visit to Chengdu to discuss investment cooperation with six leading Chinese companies is a positive factor for the industrial estate sector, given the potential to accommodate increased foreign direct investment. Stocks expected to benefit include Amata Corporation, or AMATA, WHA Corporation, or WHA, and Rojana Industrial Park, or ROJNA. Meanwhile, the tourism and airport sectors could receive a boost if plans to increase flights and Chinese tourist numbers meet targets. Related stocks include Airports of Thailand, or AOT, The Erawan Group, or ERW, Central Plaza Hotel, or CENTEL, and Asset World Corp, or AWC.

Rojana Industrial Park Public Company Limited ▲

WHA Corporation Public Company Limited ▲

Airports Of Thailand PCL ±

Asset World Corp Public Company Limited ±

The Erawan Group Public Company Limited ±

Impact on assets 5

Energy Transition & Power Demand▲ · 1 stocks

Rojana Industrial Park Public Company Limited

▲ PositiveDemandrelevance

Expected to benefit from increased FDI following PM's China roadshow discussions.

Artificial Intelligence▲ · 1 stocks

WHA Corporation Public Company Limited

▲ PositiveDemandrelevance

Expected to benefit from increased FDI following PM's China roadshow discussions.

Industrials▲ · 1 stocks

Airports Of Thailand PCL

± MixedDemandrelevance

Mentioned as potential beneficiary if flight and tourist number targets are met, but no concrete development.

Real Estate▲ · 1 stocks

Asset World Corp Public Company Limited

± MixedDemandrelevance

Mentioned as potential beneficiary if flight and tourist number targets are met, but no concrete development.

Consumer Discretionary▲ · 1 stocks

The Erawan Group Public Company Limited

± MixedDemandrelevance

Mentioned as potential beneficiary if flight and tourist number targets are met, but no concrete development.