🇹🇭 Open Behind the BOI: A Historic Deal of 1.44 Trillion Baht

Each company that comes is not common. Tell me. 🚀

Not long ago, Thailand was questioned as to whether there was a real attraction to foreign investors. 🤔

Compared to its neighbor Vietnam, Indonesia, which is fragrant in China and America.

But by 2025 everything had changed - because the BOI had approved a $40 billion investment, or $1.44 trillion, for the global investor.

🔙 The Past: From the Production Base to the Question "What Is Thailand Still?"

Throughout the decades, Thailand has been the car and electronics manufacturing base in ASEAN, but in a world where AI + Data + EV is swallowing everything, the question is:

Will our country still attract more foreign giants?

Political uncertainty and neighboring rivals have led many to suspect that Thailand is in a procession. 🌏

⏳ Present: Investment money, sweep back.

The deal that BOI knocked this year clearly reflected the answer.

Tikka (Bytedance) has spent more than 317 billion dollars on the Data Center.

AWS won't hurt. Invest 180 billion baht. Set up a big region.

Google Cloud is supplemented by 36 billion baht.

BlackRock + GIP compressed another 162,000 million baht for Giga Data Center.

Mazda - Sunwoda Refill EV and Battery Side

Includes Beijing Haoyang + Digital Empyrion focused on digital infrastructure.

💡 "8 billion baht" was pressed into one category of Data Center & Cloud → pointing out that the world is looking at Thailand as the Digital Hub of Southeast Asia.

🔮 Future: Where is Thailand in the new landscape?

The next question is...

When the big Data Center pins this place, will Thailand become the new AI battlefield?

Can the EV & Battery industry that Mazda and Sunwoda played down really make the Thai production chain stronger than what Vietnam is building?

And finally, is Thailand ready to deal with challenges like power bills, rules, cybersecurity?

.....

✅ This BOI deal may be seen as Thailand's "new round of victories" in the world investment arena, but the more important thing is...

We will spend $1.44 trillion pouring in, creating sustainable opportunities, or letting it pass.

📊 Thai stocks that benefit from the BOI megaproject.

🏭 1) Estate + Electric Power

WHA, AMATA, GULF, BGRIM

WHA / AMATA → Benefit Directly from Letting Lease Estate to Build Data Center Campus and EV / Battery Plant

WHA has a big landbank in the EEC and is welded with government infrastructure → China-US Data Center customers are very interested.

AMATA has a base in the Chonburi-Rayong settlement and has expanded to Vietnam, making it capable of supporting digital FDI demand.

GULF / BGRIM → Demand Electric Data Center Very High (24hrs / 7days) → Gas and Renewable Power Plants Have a Chance to Sell Long Term Lights (PPA)

GULF is driven directly by Google Cloud and AWS partnerships.

BGRIM is well-versed in Private PPA and Renewable Electric, which are selling points to Data Center tenants.

🌐 2) Digital Infra & Telecom

ADVANC, TRUE, INET, AIT

ADVANC (AIS) → Have a big enterprise customer base, 5G backbone, own Data Center → Become a Hub Get Cloud migration

TRUE → Fiber Optic Network + 5G Coverage → Get Cloud Customers and Big Businesses Needing Communication Networks

INET → is a Data Center and Cloud provider in Thailand with strong footprints. It directly benefits from the giant deal.

AIT → System Integrator that gets IT structure work and big public / private projects → BOI Push Data Center = AIT has a continuous backlog.

⚡ 3) EV & Battery + Electronics

EA, GPSC, DELTA

EA → Leads EV ecosystem Thailand Both EV car, charging station and battery factory → Foreign investment grains help build demand supply chain

GPSC → PTT group battery Flagship → Large battery project supports both EV and Data Center Energy Storage.

DELTA → Global major supplier in electronics and power → Data Center & EV uses the Power Supply and Cooling that DELTA produces.

✨ Overview summary

This huge investment amount = Thailand's big turning point to the Digital Hub + EV Battery Hub.

Group Estates + Electricity = Benefit most from leasing space + Demand Electricity

Digital Infra & Telecom Group = Demand from Network-Cloud Use

EV & Battery Group = Supply Chain Grow by Manufacturing Base Setting

📌, when 1.4 trillion dollars of investment flows into Thailand through the BOI, not just the numbers on paper, but the huge ripple of the Thai stock market.

The Settlement + Energy Group will support the Data Center and the EV plant.

The Digital Infra & Telecom Group will get the anthem straight from the network-infrastructure.

EV & Battery Group will expand Thailand's supply chain to global level

❓ question is, are investors like us ready to choose stocks that are "in the path of the money"?

Because this may not only be the temporary news, but the rebrand of the Thai economy in the next decade.

# BOI # DataCenter # EVBattery # Explosive port stock