READY expects a bright fourth quarter of 2026 on the tourism high season, boosting demand for hotel solutions

Thunhoon··TH·Read original
2▲1 ▼0Impact / 5
Summary · why it matters

Songyot Kanthamanon, Chief Executive Officer of ReadyPlanet Public Company Limited, or READY, said business trends in the fourth quarter of 2026 are improving as the tourism season begins, and this is expected to be a key factor supporting demand for hotel software systems, driving growth in line with the company's estimates. At the same time, the government's Thai Travel Plus measure, which subsidizes accommodation and provides coupons for dining and travel through an application, will be another important stimulus helping to promote domestic travel, and the company assesses that this momentum could continue into early in the first quarter of 2027. For the hotel business, READY provides services through ReadyPlanet TravelTech, a marketing and room booking solution specifically for the hotel business, as well as Hotel Direct Booking. As for the TH-AI Passport policy, the company assesses that although it does not yet directly affect customer numbers or sales, it is an indirect positive factor that helps build awareness and familiarity with applying AI. The company has set a target for revenue in 2026 to grow by about 7% and expects YDM Thailand to post continuously better operating results, with a chance of turning back to profit in the second half of 2026.

Impact on assets 1

Cloud & Digital Infrastructure▲ · 1 stocks
Readyplanet PCL
READY
▲ PositiveDemandrelevance

Tourism high season and Thai Travel Plus stimulus are expected to boost demand for READY's hotel software systems, supporting its 2026 growth target.

Off-coverage companies 2

ReadyPlanet TravelTechPrivate▲ Positive
Demandrelevance

Rising tourism season demand is expected to drive growth for ReadyPlanet TravelTech's hotel booking and marketing solutions.

YDM ThailandPrivate▲ Positive
Capitalrelevance

READY expects YDM Thailand to post continuously better operating results with a chance of returning to profit in H2 2026.

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