The SET revealed that on the Thai stock market at the end of August 2023, there were 795 listed companies with a total market capitalization of more than 19.26 trillion baht.
The Stock Exchange of Thailand revealed a study of information on shareholdings in the Thai stock market at the end of August 2023 of 795 listed companies with a total market capitalization of more than 19.26 trillion baht, or 99.4% of the total securities value of the market. It was found that at the end of the month August 2023 Foreign investors hold stocks in the Thai stock market. The highest on record with a total value of more than 5.87 trillion baht , an increase of 14.95% from the end of July 2022 , with the value of holding shares accounting for 30.50% of the market capitalization, important from 1) an increase in the company's share price. Registered in certain business categories and 2) holding shares of newly listed companies (new listing companies)
The top 3 industries in which foreign investors have the highest shareholding value are the technology group and the service group.and financial business group The total value of shares held is 4.08 trillion baht, accounting for 69.4% of the total value of shares held by foreign investors.
• The top 3 business categories in which foreign investors have the highest shareholding value are the electronic components category (ETRON) at 1,384,202 million baht, followed by the energy and utilities category (ENERG) at 861,642 million baht and the banking category (BANK) at 828,880. million baht , with these 3 business categories having a total shareholding value of 3.07 trillion baht or 52.34% of the total shareholding value of foreign investors.
• 75.2% of the value of foreign investors' holdings are stocks that are components of the MSCI Thailand Index, an increase from last year's level of 72.3% .
Foreign investors with the highest shareholding value of the top 10 nationalities found that 9 out of 10 nationalities were the same nationality as last year. But the rankings have switched , with investors from the United Kingdom having the highest share holdings. Followed by investors from Singapore, Hong Kong , Switzerland. and the United States, Japan, Netherlands, Mauritius, Taiwan and France followed in the rankings, while the British Virgin Island dropped to 11th from 10th a year ago.
At the end of August 2023, foreign investors held stocks on the Thai stock market. The highest on record with a total value of more than 5.87 trillion baht, an increase of 14.95% from the end of July 2022, with the value of stock holdings accounting for 30.50% of the market capitalization.
From studying information on stock holdings of foreign investors in the Thai stock market from 1) information on closing the register to collect the names of shareholders 2) information on Corporate Actions 3) information on fundraising through the secondary market of 795 listed companies, using the latest information up to the end of August 2023, which has the value of securities According to the total market price of more than 19.26 trillion baht, or 99.40% of the total market value of securities.
At the end of August 2023, foreign investors had a total value of holding shares in the Thai stock market of more than 5.87 trillion baht, setting a new all-time high (Figure 1). An increase of more than 760,000 million baht or an increase of 14.95% from the end of July 2022.
From studying information on stock holdings of foreign investors in the Thai stock market from 1) information on closing the register to collect the names of shareholders 2) information on Corporate Actions 3) information on fundraising through the secondary market of 795 listed companies, using the latest information up to the end of August 2023, which has the value of securities According to the total market price of more than 19.26 trillion baht, or 99.40% of the total market value of securities.
This is a factor that causes the value of foreign investors' stock holdings to increase. Part of it comes from
1) An increase in stock prices of listed companies in some business categories. This can be observed from the price index for each business category. that increased (Table 1)
2) Share holdings of newly listed companies. When comparing the value of shares held by foreign investors disclosed in the past year, With the value of shares held by foreign investors at the end of August 2023, it was found that foreign investors held additional shares in 45 newly listed companies with a total share holding value of 69,528 million baht.
When considering the value of shares held by foreign investors classified by industry group in the Thai stock market in 9 industries (counting the MAI market as another industry), it was found that the value of shares held by foreign investors at the end of August 2023 increased. in the technology group, service group, financial business group Real estate and construction groups and companies listed on the MAI Stock Exchange, while other industry groups There was a decrease in the value of stock holdings compared to the previous year. The top 3 industries with the highest shareholding value have changed from last year (Table 3). The industry with the highest shareholding is still the technology group, as it was last year. The second place is the service group. Moving from 4th place in the value of stock holdings, while 3rd place is the financial business group, with the 3 industries having the highest share holding values this year. There is a total shareholding value of 4.08 trillion baht, or 69.
Technology group It is still an industry group in which foreign investors hold shares with the highest value at 1,930,760 million baht, an increase of 775,102 million baht or an increase of 67.07% from the previous year. An important factor that causes the value of purchasing shares in this industry group to adjust. The increase is a result of 1) the increase in share prices of listed companies in the electronic components category and 2) increased shareholding in listed companies in the electronic components category and large listed companies in the technology and communications category. belonging to this industry group
Number 2 is the service group, raised from 4th place last year, with a total shareholding value of 1,086,482 million baht, an increase of 194,638 million baht or an increase of 21.82% from the previous year.
The key factors that caused the value of shares to be purchased in this industry group increased were 1) the increased interest of foreign investors and increased shareholding in large listed companies in the medical sector. and 2) changing business categories of large listed companies in the food and beverage category. Under the agricultural and food industry group Moved to the tourism and recreation category. under service group
Number 3 is the financial business group. That decreased from 2nd place last year, with a total shareholding value of 1,057,987 million baht, an increase of 51,237 million baht or an increase of 5.09% from the previous year, contrary to the change in the industrial group index that decreased 0.97% from the previous year. This is due to 1) the listing of large listed companies in the insurance and life insurance sector and 2) the increase in shareholding of listed companies in some banks. Some banks are the result of increased prices. While some banks have increased holdings with the number of shares, while number 4 is the resource group. That decreased from 3rd place last year with a total shareholding value of 861,642 million baht, a decrease of 91,779 million baht or a decrease of 9.63% from the previous year, close to the index of the industrial group which decreased 8.94% from the previous year.
Foreign investors have the highest shareholding value in the electronic components category, followed by energy and utilities and banks. The top three business categories in which foreign investors hold the highest shares (Table 4) are electronic components. Energy and Utilities Category and banking category This is still the same category as last year. But they switched ranks. The electronic components category rose to number 1 from number 3 last year, while the energy and utilities category and banking category decreased to 2nd and 3rd place from 1st and 2nd place last year. This year, all 3 business categories have a total shareholding value of 3.07 trillion baht, accounting for 52.34% of the total shareholding value of foreign investors
The electronic components category (ETRON) has the highest shareholding value of 1,384,202 million baht, accounting for 23.56% of the total shareholding value of foreign investors.
Next is the energy and utilities sector (ENERG), with a total shareholding value of 861,642 million baht, accounting for 14.67% of the total shareholding value of foreign investors. and the banking category (BANK), the total shareholding value is 828,880 million baht, accounting for 14.11% of the total shareholding value of foreign investors.
From the list of securities held by foreign investors at the end of August 2023, compared with the list of components of the MSCI Thailand Index of 41 companies, it was found that foreign investors held every security that is a component of the said index. The total value of stock holdings is 4.42 trillion baht, accounting for 75.2% of the total value of shares held by foreign investors (Figure 3), which has an increase of 19.7% from the end of July 2022. There is a total value of holding stocks that are index components of 3.69 trillion baht.
From information on stock holdings of foreign investors at the end of August 2023, it was found that there were 122 foreign investors. Nationalities holding shares in the Thai stock market decreased by 1 net from the previous year. Foreign investors with the highest shareholding value of the top 10 nationalities had a total shareholding value of 5.64 trillion baht, accounting for 96.0% of the shareholding value. All shares of the company
Source: Thai News Agency
