Thai Enquirer News Summary – September 7, 2026《泰国询问报》新闻摘要 – 2026年9月7日
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Protest Movement’s Announcement set for Today
Today at 11.00 AM, former media mogul and protest leader Sondhi Limthongkul will announce the “Take Back Our Thailand” campaign, beginning with a rally and letter submission at the Israeli embassy to target alleged foreign and domestic illicit networks, with full details to be revealed on September 7.
He stated that this press conference stemmed from concerns about “grey” foreign entities, including Chinese, Jewish, Burmese, Indian, and Russian capital, which use nominees to acquire land, conduct illegal businesses, and disregard Thai law, while the government neglects its duty to protect the nation.
Ahead of the planned event the group who are looking to hold the protest movement held a dinner gathering at a restaurant named ‘ร้านครัวกรุงเทพ’
There were various meetings after this event as well and it seems many of the issues that the ultra conservative group wants has difference between the various members, to a point that Sondhi has announced that he would likely make the 1 st announcement by himself.
1 st anniversary of the Memorandum of Agreement (MoA) that helped Anutin become Prime Minister
Parit Wacharasindhu, party list MP and deputy leader of the People’s Party, has publicly acknowledged his fault on the one-year anniversary of the vote for Anutin Charnvirakul to become the Prime Minister, stating that the party has already been penalized by the public through the recent election.
Speaking at the People’s Party headquarters, Parit responded to comments by former Red Leader core member Nattawut Saikuar regarding the memorandum of agreement between the People’s Party and the Bhumjai Thai Party, agreeing that the anniversary marks a mistaken decision that requires responsibility.
Nattawut Saikur published a one-year commemorative record of the Memorandum of Agreement (MoA) between the People’s Party and the Bhumjai Thai Party. Nattawut noted that the deal—where the top-ranked People’s Party with 143 seats voted to establish a Bhumjai Thai-led government as the third-ranked party with 71 seats without joining the cabinet—occurs only once in a century.
Parit maintained that the People’s Party does not deny the negative impacts resulting from that decision and intends to use his remaining three years and over as an MP to address the problems stemming from that past vote.
Anutin marks one year of MOA, blames the People’s Party for broken agreements and added conditions
Anutin Charnvirakul, Prime Minister, Minister of Interior, and leader of the Bhumjai Thai Party, expressed surprise upon realizing that it has been one year since the MOA agreement was established between the Bhumjai Thai Party and the People’s Party, remarking that time has passed very quickly.
Addressing claims by the People’s Party that the agreement was a mistake, Anutin rejected the notion that the partnership was flawed, stating that both parties cooperated at the time to find a way forward for the country. He emphasized that the Bhumjai Thai Party fulfilled the primary objective of supporting constitutional amendments.
Anutin stated that the People’s Party repeatedly added conditions and attempted to exert pressure beyond the five-point MOA framework by shifting proposed dissolution dates and demanding that the Bhumjai Thai Party control the Senate to remove senatorial powers. He suggested reviewing past statements by the leader of the People’s Party to show that the decision to dissolve parliament followed their direct requests and ultimatums.
Regarding comments from Parit Wacharasindhu, list MP and deputy leader of the People’s Party, who claimed the MOA signing led to election losses, Anutin questioned his involvement by noting that Parit was not part of the original negotiations and picture when the agreement was made.
Anutin Charnvirakul, Prime Minister, Minister of Interior, and leader of the Bhumjai Thai Party firmly rejected the People’s Party’s claims linking him to Sub-committee No. 36 which ruled that the Senate election was legitimate of an advanced political leadership program, dismissing any connection. He urged People’s Party MP Parit Wacharasindhu to resolve his dispute with Minister Naphinthorn Srisanpang regarding who is telling the truth, advising him not to act like a “sore loser” and to demonstrate maturity as a lawmaker.
Anutin emphasized that Bhumjai Thai Party members were strictly banned from interfering in the July 2024 Senate election, noting that his administration—taking office long after the Senate election—had zero incentive to intervene. He asserted that Bhumjai Thai grew from 50 to 193 seats solely through public service and results rather than reliance on the Senate, concluding that the timing and context of the Senate election and his government “are like Rama IV and Sukhumvit Roads—they will never intersect.”
He also addressed opposition plans to use the 2027 budget bill debate as a rehearsal for a no-confidence censure. The budget involves all government agencies, emphasizing that all MPs have the right to inquire and express opinions, while the parliamentary committee is responsible for providing clarifications.
Meanwhile People’s Party MP Parit Wacharasindhu posted a message on his personal Facebook page stating that Anutin said the government and the Senate corruption scandal are unrelated and unconnected, likening it to Rama IV Road and Sukhumvit Road, which will never meet. He used a good analogy because no matter what the Prime Minister says, the evidence is clear. Besides the numerous side streets connecting Rama IV Road and Sukhumvit Road along its entire length, Rama IV Road and Sukhumvit Road ultimately only meet at Phra Khanong intersection.
As for the planned rally by iLaw’s on September 13, Parit said that the People’s Party will continue with press conferences and various forums. He also expressed hope that the Election Commission’s report will be debated on September 10, and that the government will not attempt to interrupt or delay the process with any other issues.
Outside of parliament, the Committee on Judicial Affairs and Independent Organizations will hold a seminar on September 12 under the theme of “Monitoring the Role of Independent Organizations in Thailand’s Political Crisis.”
Today the House of Representatives will hold a special session, from September 7–9, to consider the second and third readings of the 3.78-trillion-baht fiscal budget bill for 2027. The scrutiny committee reduced the initial draft by 11.162 billion baht, reallocating 10.891 billion baht to core government agencies, 271 million baht to independent bodies and parliament, and 6.044 billion baht to the central emergency fund—raising its total to 699 billion baht for national security, disaster relief, and urgent state tasks.
The central fund section faces intense opposition from MPs, including Democrat Party’s Abhisit Vejjajiva and People’s Party’s Sirikanya Tansakun, who are pushing to slash a 12-billion-baht allocation for energy crisis mitigation on the grounds that it duplicates an existing 200-billion-baht loan meant for the energy transition.
Yesterday, the People’s Party held a press conference “Seeking the Truth: The Election Commission and the DSI – Whose Organizations Are They?”. This analyzed the work of Sub-committee No. 36 for Resolving Issues and Disputes before the full Election Commission (EC) considers whether to indict in the Senate election fraud case on September 14.
Chayapol Satondee, a Bangkok MP from the People’s Party, cited data from the EC and the Department of Special Investigation (DSI) to target Sub-committee No. 36—which cleared the recent Senate election of wrongdoing—aiming to expose an interconnected network surrounding Prime Minister and Interior Minister Anutin Charnvirakul. He presented profiles of all five sub-committee members:
Anucha Chansuriya Advisor to the EC Chairman
Pol. Capt. Piya Raksakul Metropolitan Waterworks Authority board member appointed by Anutin
Atsathaik Rattanadilok Na Phuket EC board advisor
Chaowana Traimas former Secretary-General of the Constitutional Court
Decha Pruekphattanarak Port Authority board chairman appointed under Bhumjai Thai minister Pipat Ratchakitprakarn
Chayapol highlighted that all five members attended the EC’s Advanced Political and Electoral Development Program, a high-level networking executive course similar to the National Defence College, raising questions about potential conflicts of interest.
Prime Minister and Interior Minister Anutin Charnvirakul, accompanied by his wife, presided over the wedding celebration of Anothai Santivarangkul and Kengkaj Srirak—son of First Deputy Senate Speaker Gen. Kriangkrai Srirak—on Saturday evening, September 5, 2026, at Surat Thani Hall in Central Plaza Surat Thani. The high-profile event drew over 2,500 distinguished guests, including Defense Minister Lt. Gen. Adul Boonthumjaroen, Permanent Secretary for Interior Unsit Sampuntharat, Attorney General-designate Kovit Sriphirom, provincial governors, members of parliament, senators, and local government executives.
Prime Minister and Interior Minister Anutin Charnvirakul signed an order on September 5, 2026, to deport Israeli national Yaacov Ohayon after the Koh Samui Provincial Court convicted him under Criminal Code Section 392 for sending life-threatening messages.
Reduced by half due to his confession, Ohayon’s sentence was set at 15 days in prison (suspended for two years) and a 5,000-baht fine. Citing his conduct as contrary to public order and morals under Section 5 of the Deportation Act B.E. 2499, the Interior Ministry deemed deportation necessary, though Ohayon retains the right to appeal the decision to the prime minister within seven days.
Meanwhile Chabad Patong is planning to host the Jewish New Year festival, Rosh Hashanah 5787, from September 11–13, inviting over 2,000 Jewish visitors worldwide to gather in the Patong area, with events expected at Chabad Patong and the Novotel Hotel despite ongoing regulatory ambiguities regarding venue permits. Shabad is a Jewish religious organization.
The proposal has drawn sharp criticism from the Phuket Land Protection Group, which raised concerns over safety, public order, and local cultural norms following recent backlash against foreign visitors violating laws and community etiquette. Regarding the announcement of the Jewish New Year festival in Phuket, last year the plan was to hold the event at two locations, Chabad Patong and in the Rawai area. However, the event was cancelled due to requests from Phuket’s security agencies. This year, it has been announced that the event will be held in Patong again.
The government launched the program “Talking with the Cabinet: Anutin” to present policies, behind-the-scenes work, and the direction of national administration through interviews with the ministers directly responsible. The program airs every Saturday at 9:05 AM on television via NBT, MCOT HD, and Channel 5, as well as online via the Public Relations Department, NBT Connext, and Thai Khu Fah.
The first episode featured an interview with Deputy Prime Minister Pakorn Nilpraphan on Saturday, September 5, 2026.
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Department of Business Development Reveals Foreign Juristic Person Land Ownership Data in Thailand
The Department of Business Development has released comprehensive data regarding land title deeds held by foreign juristic persons in Thailand. The figures outline the extent of land ownership across different categories of foreign shareholding structures.
According to the data, companies with 100 percent foreign shareholders account for a total of 3,450 entities, holding 10,029 title deeds covering an area of 103,591.40 rai. Japan leads this category with 872 entities holding 2,383 deeds across 24,100.29 rai.
Following Japan, China holds 842 entities with 1,971 deeds spanning 22,035.55 rai, while Singapore maintains 395 entities with 1,083 deeds covering 15,291 rai. Additional top foreign holders include Taiwan, Hong Kong, South Korea, Mauritius, the United States, Malaysia, and Germany.
In terms of geographical distribution for companies with 100 percent foreign shareholding, Rayong records the highest area with 32,078.62 rai, followed by Chonburi with 29,276.61 rai. Other notable locations include Prachinburi, Phra Nakhon Si Ayutthaya, and Samut Prakan.
Furthermore, companies with foreign shareholding between 49.01 percent and 99.99 percent comprise 1,311 entities holding 5,633 deeds over 59,077.06 rai. Meanwhile, businesses with foreign shareholding ranging from 0.01 percent to 49 percent represent 31,516 entities holding 287,176 deeds across a total area of 901,569.92 rai.
Thailand’s labor market is facing heightened vulnerability as businesses increasingly invoke Section 75 of the Labor Protection Act, which allows employers to temporarily suspend operations due to non-force majeure reasons while paying affected workers at least 50% of their wages. The Bank of Thailand expressed deep concern over this trend among hard-hit sectors facing intense competition, particularly automotive parts, apparel, rubber, and plastics.
In June 2026 alone, 44 establishments reported partial shutdowns—a 22.22% increase from the previous month—and 23 completely suspended operations, impacting 18,998 workers (a 58.08% month-on-month rise).
Pimjai Leeissaranukul, Chairman of the Federation of Thai Industries (FTI), noted that while July 2026 employment figures remained stagnant, structural weaknesses are growing due to severe accumulated losses, canceled customer orders, geopolitical conflicts, and broader economic distress.
Luxmon Attapich, President of the National Credit Bureau (NCB), expressed growing concern over Thailand’s debt situation, particularly within the SME and retail loan sectors. Overview data from Q2 2026 shows a noticeable uptick in non-performing loans (NPLs)—reversing quarters of relative stability—which signals heightened financial vulnerability despite ongoing debt restructuring efforts by banks.
The primary area of concern is Special Mention (SM) debt (loans overdue by 30 to 90 days); if borrowers in this group fail to recover or resume payments, these accounts risk immediately slipping into full-fledged NPL status in the following month.
Prime Minister Anutin Charnvirakul has highlighted the growing strategic and economic ties between Thailand and China, calling for stronger cooperation in technology, investment and emerging industries as the two countries look toward the next 60 years of partnership.
Speaking at the 60th-anniversary celebration of nine Chinese associations in Thailand on September 6, Anutin praised the Thai-Chinese community for its longstanding contribution to Thailand’s economy and society. He said the community could play an increasingly important role in connecting Thailand with new opportunities in China.
The Prime Minister pointed to his July visit to China and the signing of 15 memorandums of understanding, as well as the opening of a new BOI office in Chengdu, as key steps toward expanding economic cooperation.
Thailand and China are expected to place greater emphasis on semiconductors, advanced electronics, artificial intelligence, robotics, electric vehicles and clean energy. The government sees these sectors as potential drivers of future investment, industrial development and job creation.
Anutin also called on the nine Chinese associations to become a bridge between younger generations, technology and new business opportunities, encouraging Thai youth to view China as a source of future opportunities rather than solely as part of their cultural heritage.
The broader outlook is for Thailand–China relations to evolve from strong cultural and diplomatic ties toward deeper technology-driven economic integration, with investment and cooperation in next-generation industries likely to become increasingly important.
Suwat Urges Long-Term Economic Restructuring After Tens of Thousands Attend Merit-Making Event in Korat
Former Deputy Prime Minister Suwat Liptapanlop came out to say that the government needs to prioritize the development of grassroot economy after an estimated 15,000 people turned up to receive free rice and dry food provisions during a charity event.
Suwat who also serves as chairman of the annual “Sikow” charity and almsgiving tradition for 2026, held by the Luksian Sian Tueng Sawang Metta Thammasat Foundation in Nakhon Ratchasima.
Speaking at the event, Suwat stated that the massive turnout clearly reflects widespread economic hardship at the grassroots level. He noted that while low GDP growth, public debt, and household debt are frequently discussed, the event highlighted the genuine struggles faced by everyday citizens.
Suwat urged the government to prioritize the grassroots economy, particularly rural residents and small and medium-sized enterprises (SMEs) struggling with liquidity and access to credit. He referenced recommendations from the World Bank regarding structural economic adjustments, upgrading education, transitioning industries toward future sectors, promoting sustainable tourism, and supporting SMEs.
Regarding government borrowing to stimulate the economy, Suwat cautioned that loans must be considered carefully to ensure they directly target problems rather than merely increasing national debt without solving economic issues. He emphasized that Thailand requires a serious long-term structural overhaul spanning five to ten years, supported by a clear master plan regardless of future changes in government.
Pramote Charoensil, President of the Thai Farmers and Agriculture Association, revealed that the 1,000-baht-per-rai financial assistance program—capped at 10 rai per household—for the remaining 230,000 farming families under the 2025/26 rice production capacity development project is expected to reach the Cabinet for approval on September 8, 2026. The proposed 1.846-billion-baht supplementary budget allocation marks a critical development as pressure mounts from farmers planning a September 10 rally in Bangkok to demand clarity on the overdue payments.
Today at 10:30 AM, the Ministry of Commerce will announce the inflation rate figures for August 2026. The announcement can be watched via Facebook Live of the Office of Trade Policy and Strategy.
Thailand’s inflation rate for July 2026 increased by 1.95% year-on-year (YoY), marking the fourth consecutive month of growth. However, it decreased by 0.73% month-on-month. The main factor is the persistently high domestic fuel prices, higher than the previous year, due to the prolonged conflict in the Middle East.
This has led to higher public transportation fares driven by increased fuel costs and a widespread and relatively high increase in the price of processed food. The average inflation rate for the first seven months (January – July) of 2026, compared to the same period in 2025, is 1.21% higher. The overall inflation trend for August 2026 is projected to remain positive.
Ekniti Nitithanprapas, Deputy Prime Minister and Minister of Finance, revealed that the second offering of the “Aom Plus” government savings bonds—totaling 2,000 million baht via the SBMA Wallet on the “Pao Tang” application—sold out rapidly on its first day, September 4, 2026.
To promote broader distribution among retail investors, the Ministry of Finance reduced the maximum purchase limit per transaction from 3 million baht to 1 million baht. This adjustment resulted in 3,157 total buyers—nearly double the previous round—consisting of 250.95 million baht in 3-year bonds and 1,749.04 million baht in 10-year bonds.
Investors who missed out on the app can still subscribe to an additional 2,000 million baht tranche via the Bond Connect channel through 24 participating commercial banks, securities firms, and the Streaming app from September 7–9, 2026.
Commerce Minister Suphajee Suthumpun reported progress in trade negotiations with US Trade Representative Jamieson Greer and deputy Rick Switzer, though no final agreement or tariff rate has been established.
The talks follow Washington’s concerns over Thailand’s manufacturing overcapacity—noted by factory utilization below 60% and a growing trade surplus reaching $51 billion in 2025—primarily in automobiles, machinery, and rubber. Thai goods currently face a 12.5% Section 301 tariff due to forced-labor import concerns, which could drop to 10% if Thailand enacts an effective ban or finalizes a reciprocal trade agreement, though a separate overcapacity tariff remains pending.
The stakes are significant as the US is Thailand’s largest export market, generating a 1.68-trillion-baht trade surplus and supporting over 400,000 local jobs.
Data from the Department of Business Development, sourced through the Department of Lands as of July 17, 2026, reveals that among 125,622 monitored entities holding real estate in Thailand, 123,542 entities own 1.26 million land plots totaling 4.5 million rai. This breakdown includes 87,265 fully Thai-owned entities holding 3.4 million rai across 963,488 plots, alongside 36,277 foreign-joint-venture entities holding 1 million rai across 305,838 plots.
Additionally, corporate entity ownership in condominiums covers 14,878 holders controlling 244,115 units (13.1 million square meters), split between 7,796 Thai entities owning 167,275 units (9 million square meters) and 7,082 foreign-joint-venture entities owning 76,840 units (4.1 million square meters).
The SET Index closed at 1,595.58 points on Friday, September 4, up 18.66 points (+1.18%), with a trading volume of 64,483.60 million baht. The index rebounded significantly following international stock markets after members of the US Federal Reserve (Fed) indicated that a slowdown in August inflation would support the Fed maintaining interest rates at its September meeting. This caused US bond yields to fall.
The index was mainly supported by gains in the electronics components sector, especially DELTA, as well as large-cap stocks such as AOT, ADVANC, and CPALL.
For today’s market outlook, volatility is expected within a range. Investors are monitoring central bank meetings in several countries that will be held gradually. Domestically, the consideration of the 2027 budget and the public consultation on the new PDP plan should provide positive sentiment for the power plant sector. The support level is estimated at 1,570-1,580 points, and the resistance level at 1,600 points. If that level is broken, the next resistance level is at 1,620-1,630.
Sarath Ratanavadi, Director and CEO of Gulf Development Public Company Limited (GULF), reported the acquisition of GULF shares over two consecutive trading days, totaling 12.80 million shares with a total value of 787.28 million baht.
On September 2, 2016, he purchased 8 million GULF shares at an average price of 61.66 baht per share, totaling 493.28 million baht. On September 3, 2016, he acquired an additional 4.80 million GULF shares at an average price of 61.25 baht per share, totaling 294 million baht. This increases his holdings to 4,387.70 million shares, representing a 29.36% stake.
Super Poll presents the results of a public opinion survey on the “Thai Chuay Thai Plus” economic stimulus measures. The survey found that 63.8% of the public were highly to very highly satisfied with the “Thai Help Thai 60/40” measures, while 24.7% were moderately satisfied, and 11.5% were slightly to completely dissatisfied. This reflects the high level of social acceptance of the measures, making them a prominent achievement of the government.
When asked what the government should do next after the “Thai Help Thai Plus” measures end.
Continue the “Thai Chuay Thai Plus” 33.4%
Reduce electricity, fuel, and energy prices 17.9%
Assistance for farmers and low-income earners 15.5%
Address household debt problems 11.2%
Create jobs to provide Thai people 10.8%
Air Asia joins hands with 90-Year-Old Thai restaurant brand ‘See Fah’ to serve food in the sky
See Fah, the 90-year-old Thai restaurant brand is bringing its signature ‘Ratchawong Chicken Rice’ to the skies through a partnership with AirAsia. Third-generation executives Niththa (Ratchaiyabun) Nan-Khawang, Chief Executive Officer, and Korn Ratchaiyabun, Chief Operating Officer, are steering the legacy brand as it expands beyond its 14 physical restaurant branches into aviation catering and OEM services.
See Fah has maintained a longstanding partnership with AirAsia since the airline’s first flight, initially supplying sandwiches before expanding into popular items such as spicy holy basil minced pork rice, grilled chicken rice, and seasonal products. During peak periods, the partnership has yielded sales of up to 10,000 meal boxes per day, with teriyaki chicken rice, holy basil pork rice, and grilled chicken rice remaining among the top favorites.
The introduction of the Ratchawong Chicken Rice on AirAsia flights marks a special project celebrating See Fah’s 90th anniversary. Beyond airline catering, the brand operates F&B services for hotel chains and manages its portfolio through three main pillars: See Fah Food at 50%, OEM business at 25%, and physical restaurants at 25%.
Airport Link in the limelight
The embattled Airport Link network that is being managed by CP Group’s consortium (up until at least the end of this month) is under intense scrutiny by commuters after the consortium announced that it was ‘going to undertake’ maintenance and therefore today MONDAY the train will run at intervals of 15 minutes.
Fire at a Famous School in Bang Khun Thian Destroys Teachers Room and Exam Cabinets, Leaving One Injured
A fire broke out at a prominent school located on Kanchanaphisek Road in the Tha Kham subdistrict of Bang Khun Thian district, Bangkok. Police Lieutenant Colonel Suriya Ha-upla, an inspector of inquiry at Tha Kham Police Station, received the report and rushed to the scene alongside the Poh Teck Tung Foundation and water trucks from the Bangkok Fire and Rescue Department.
The incident occurred on the fourth floor of a four-story classroom building, where flames severely engulfed a teachers’ room. The affected area contained exam cabinets, teaching supplies, teachers’ bedding, and wardrobes, covering a total estimated damage area of 40 square meters. Firefighters spent approximately 30 minutes deploying water hoses to completely extinguish and control the blaze.
One person sustained injuries during the incident. Mr. Phachara, a 33-year-old physical education teacher, suffered from smoke inhalation while attempting to help put out the fire and was transported to Bang Khun Thian Geriatric Hospital for treatment.
Adison, a 35-year-old teacher who witnessed the event, stated that a colleague informed him about the fire on the first building. He opened the door to find flames spreading across the floor, prompting him and others to use fire extinguishers before fleeing downstairs as the fire quickly intensified due to heavy amounts of paper, wood, and student coursework.
Authorities are currently reviewing closed-circuit television footage and interviewing surrounding witnesses to compile the case file. The forensic police are scheduled to conduct a detailed on-site inspection to determine the exact cause of the fire.
Thai Meteorological Department Issues Final Warning for Heavy Rainfall and Flash Floods Through September 7
The Thai Meteorological Department has issued its tenth and final warning of the current weather event, cautioning residents across upper Thailand about heavy to very heavy rainfall set to persist through September 7, 2026.
According to Ms. Sukanayanee Yavinchyan, Director-General of the Meteorological Department, the severe weather is being driven by a monsoon trough lying across the northern region and the upper northeastern region, combined with a moderate southwest monsoon prevailing over the Andaman Sea, Thailand, and the Gulf of Thailand.
The department has urged the public in affected areas to remain vigilant against heavy and cumulative rainfall that could trigger sudden floods and flash floods. Particular caution is advised for residents living near the Mekong River basin, along foothills close to waterways, and in low-lying areas.
Citizens have been advised to avoid traveling through routes prone to recurring floods and to plan their daily activities and travels carefully during this period. For ongoing safety, the public can monitor official updates through the Meteorological Department website or contact their hotline services around the clock.
The Royal Thai Army has launched recruitment for its new “Volunteer Soldiers” program, offering 18,784 four-year contract positions across 221 nationwide locations to replace the former “Online Conscripts” system. Open to Thai men aged 18–26—including reservists and conscripts set for release in 2027—the program allows applicants to choose their preferred intake and unit.
Recruits receive standard military training alongside a monthly package of a 12,090-baht starting salary plus a 2,880-baht allowance, along with priority quotas for the Army Non-Commissioned Officer School after two years of service. Applications are open from September 10, 2026, to January 24, 2027.
Lawyer Sittra Biabungkerd has requested an Interior Ministry investigation into the Gun Jompalang Chuai Su Foundation over alleged procurement irregularities and its ties to Deputy Prime Minister Thammanat Prompao. Founded by social activist Guntouch “Gun Jompalang” Pongpaiboonwet, the foundation faced scrutiny over initial records excluding him from leadership and a clause directing remaining assets to Thammanat’s foundation upon dissolution.
Despite reporting 207 million baht in donations and 90 million baht remaining, the foundation denied transferring funds to Thammanat’s organization and agreed to amend its bylaws, while ministry officials confirmed a formal audit will proceed.
Meanwhile Guntouch said he would rather spend his time helping people than respond to lawyer Sittra Biabungkerd’s request for an investigation into his foundation’s finances.
Suan Dusit Poll on “Thais and Disaster Management” revealed that 84.29% of respondents nationwide are most concerned about floods, flash floods, and mudslides. A majority of 69.70% attribute the increasing frequency and severity of natural disasters to climate change and global warming.
To prepare for disasters, 64.46% of respondents state they regularly follow news and official warning announcements. Meanwhile, 53.19% express low confidence in the government’s ability to handle potential disasters in Thailand, with 68.65% urging the government to prioritize addressing environmental issues and mitigating factors that intensify disaster severity.
Political News Headlines in Thai Media
Budget bill cut ahead of debate
Link- https://www.bangkokpost.com/thailand/politics/3315033/budget-bill-cut-ahead-of-debate
Anutin shrugs off debate threats
Link- https://www.bangkokpost.com/thailand/politics/3314574/anutin-shrugs-off-debate-threats
Pakorn calls for reform of sluggish bureaucracy
Link- https://www.bangkokpost.com/thailand/politics/3314624/pakorn-calls-for-reform-of-sluggish-bureaucracy
US crew delighted with visit
Link- https://www.bangkokpost.com/thailand/general/3315143/us-crew-delighted-with-visit
Nation defends interview after Somchai announces boycott
Link- https://www.nationthailand.com/news/politics/40070703
Anutin outlines Thailand’s outlook to diplomats before UN trip
Link- https://www.nationthailand.com/news/politics/40070645
Thai ambassador rejects Cambodian media report on border dispute
Link- https://world.thaipbs.or.th/detail/thai-ambassador-rejects-cambodian-media-report-on-border-dispute/62645
Economic News Headlines in Thai Media
Thailand plans to require data centres to source at least 60% of their electricity from clean energy as part of a broader regulatory overhaul addressing the industry’s heavy resource use and gaps in existing oversight.
Link- https://www.thaienquirer.com/73843/thailand-plans-60-clean-energy-rule-for-data-centres/
Debt-ridden state firms pushed to rehab
Link- https://www.bangkokpost.com/business/general/3315253/debtridden-state-firms-pushed-to-rehab
AI law faces innovation test
Link- https://www.bangkokpost.com/business/general/3315313/ai-law-faces-innovation-test
Thai banks begin search for new growth opportunities
Link- https://www.bangkokpost.com/business/general/3315233/thai-banks-begin-search-for-new-growth-opportunities
Thailand’s first DreamWorks Animation hotel coming to Pattaya
Link- https://www.bangkokpost.com/business/general/3314483/thailands-first-dreamworks-animation-hotel-coming-to-pattaya
Thailand faces anti-bribery hurdle in 2028 OECD bid
Link- https://www.nationthailand.com/business/economy/40070701
Koh Phangan land dispute raises questions over nominee businesses
Link- https://www.nationthailand.com/news/general/40070710
SET Eases IPO Rules to Attract New Economy and Overseas Listings
Link- https://www.nationthailand.com/business/banking-finance/40070683
Thai gold falls 500 baht, bullion sells at 69,150 baht
Link- https://www.nationthailand.com/business/trading-investment/40070673
Finance Ministry to review Thai Tiew Thai Plus, rooftop solar
Link- https://world.thaipbs.or.th/detail/finance-ministry-to-review-thai-tiew-thai-plus-rooftop-solar/62646
Bualuang Points to PDP 2026 as Key Growth Engine for Thai Power Companies Led by GULF and GPSC
Link- https://www.kaohooninternational.com/markets/590049
Indorama Ventures and REBHAN Launch Glass-Like PET Packaging for Premium Beauty Brands
Link- https://www.kaohooninternational.com/markets/590051
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Issues to be watched out for
September 7, 2026 – August 2026 Consumer Confidence Inflation Data
September 7-9, 2026 – The budget’s second and third readings are to be debated.
September , 2026 – The University of the Thai Chamber of Commerce announces the Consumer Confidence Index and the Chamber of Commerce Confidence Index
September , 2026 – Federation of Thai Capital Market Organizations announces the Investor Confidence Index survey results and investment situation update
September 14, 2026 – Election Commission of Thailand (EC) set to deliver its verdict on the prosecution of 229 people involved in the July 2024 Senate collusion case.
September , 2026 – The Ministry of Commerce will announce Thailand’s export figures for August
September , 2026 – FTI announces production and export figures for automobiles, motorcycles, and auto parts
September , 2026 – The National Economic and Social Development Council (NESDC) reports on the analysis of the poverty and inequality situation in Thailand in 2025
September , 2026 – The Stock Exchange of Thailand (SET) announces the overall stock market situation summary
September , 2026 – Fiscal Policy Office (FPO) reports fiscal economic conditions, regional economic conditions, and the Regional Economic Sentiment Index
September 30, 2026 – Bank of Thailand (BOT) reports Thai economic and financial conditions
October 5, 2026 – September 2026 Consumer Confidence Inflation Data
October 12-18, 2026 – IMF and World Bank meeting in Bangkok
October , 2026 – The Ministry of Commerce will announce Thailand’s export figures for September
October 28, 2026 – Monetary Policy Committee holds its meeting
November 5, 2026 – October 2026 Consumer Confidence Inflation Data
November 16, 2026 – The National Economic and Social Development Council (NESDC) reports on the state of the Thai economy and GDP for the third quarter of 2026, as well as outlook for 2026-2027
November , 2026 – The Ministry of Commerce will announce Thailand’s export figures for October
December 4, 2026 – November 2026 Consumer Confidence Inflation Data
December 23, 2026 – Monetary Policy Committee holds its meeting
SET Index 1,595.58 +18.66
Link – https://www.set.or.th/en/company/ipo/upcoming_ipo_set.html
Metal -Link http://www.bloomberg.com/markets/commodities/futures/metals/
Energy -Link – http://www.bloomberg.com/energy/
Baltic Dry Index (BDI)-Link – http://www.bloomberg.com/quote/BDIY:IND
Global Equity Market’s Movements
Link – http://www.bloomberg.com/markets/stocks/world-indexes/asia-pacific/
Asian Equity Markets Movement
Link – http://www.bloomberg.com/markets/stocks/world-indexes/
Information on 4 September 2026
Buying, Selling or Transfer of shares by Owners/Management
XD, XE or XM or other notifications
For list of Companies that have dividend payment and AGM meeting schedules click on https://www.set.or.th/set/xcalendar.do
Trading Breakdown on the Stock Exchange of Thailand
Total Trading Value 63,421.60 Million Baht
Background Information
According to the report by the Election Commission of Thailand as of May 8, 2019, the strength of each party in the Thai Parliament following the elections on March 24, 2019.
List of MPs – https://www.ect.go.th/ect_th/download/article/article_20190508184334.pdf
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抗议运动的声明定于今天发布
今天上午 11 点,前媒体大亨兼抗议领袖 Sondhi Limthongkul 将宣布“夺回我们的泰国”运动,该运动将首先在以色列大使馆举行集会并递交信件,以打击所谓的国内外非法网络,具体细节将于 9 月 7 日公布。
他表示,此次新闻发布会源于对“灰色”外国实体的担忧,这些实体包括中国、犹太人、缅甸人、印度人和俄罗斯人的资本,他们利用代理人获取土地、进行非法商业活动,无视泰国法律,而泰国政府却忽视了其保护国家的职责。
在计划举行的活动之前,打算组织抗议运动的团体在一家名为“ร้านครัวกรุงเทพ”的餐厅举行了晚宴聚会。
此后还举行了多次会议,看来这个极端保守团体想要解决的许多问题在各个成员之间存在分歧,以至于桑迪宣布他可能会亲自发表第一个声明。
促成阿努廷成为总理的谅解备忘录签署一周年
人民党议员兼副党魁帕里特·瓦查拉辛杜在阿努廷·查恩维拉库尔当选总理一周年之际公开承认了自己的错误,并表示该党已经通过最近的选举受到了公众的惩罚。
帕里特在人民党总部发表讲话,回应了前红色领袖核心成员纳塔武·赛库尔关于人民党和泰自豪党之间谅解备忘录的评论,他同意周年纪念日标志着一个需要承担责任的错误决定。
纳塔武·赛库尔出版了人民党与泰自豪党签署谅解备忘录一周年纪念册。纳塔武指出,这项协议——拥有143个席位的领头羊人民党投票支持组建由拥有71个席位的第三大党泰自豪党领导的政府,而泰自豪党并未加入内阁——百年一遇。
帕里特坚持认为,人民党并不否认该决定带来的负面影响,并打算利用他剩余的三年多议员任期来解决那次投票所带来的问题。
阿努廷纪念谅解备忘录签署一周年,指责人民党撕毁协议并附加额外条件。
泰国总理、内政部长兼泰勇党领袖阿努廷·查恩维拉库尔在意识到泰勇党与人民党签署谅解备忘录协议已满一年后表示惊讶,并感叹时光飞逝。
针对人民党声称该协议是个错误的说法,阿努廷驳斥了合作存在缺陷的观点,并表示双方当时合作的目的是为了寻找国家发展的道路。他强调,泰自豪党实现了支持宪法修正案的首要目标。
阿努廷指出,人民党一再附加条件,试图通过更改解散议会的提议日期,以及要求泰自豪党控制参议院以剥夺参议院权力等手段,在五点谅解备忘录框架之外施加压力。他建议回顾人民党领导人过去的声明,以证明解散议会的决定是应人民党的直接要求和最后通牒而做出的。
针对人民党议员兼副领导人帕里特·瓦查拉辛杜声称谅解备忘录的签署导致选举失利的评论,阿努廷质疑他的参与程度,指出帕里特并非最初谈判和协议制定时的参与者。
泰国总理兼内政部长、泰自豪党领袖阿努廷·查恩维拉库尔坚决否认人民党关于他与第36号小组委员会存在任何关联的说法。该小组委员会裁定参议院选举合法,属于一项先进的政治领导力计划。阿努廷驳斥了这一说法,并敦促人民党议员帕里特·瓦查拉辛杜与内政部长纳平通·斯里桑庞解决关于谁在说真话的争论,劝告他不要表现得像个“输不起的人”,要展现出作为一名议员的成熟风范。
阿努廷强调,泰自豪党成员被严格禁止干预2024年7月的参议院选举,并指出他的政府——在参议院选举很久之后才上任——没有任何干预的动机。他断言,泰自豪党的席位从50席增加到193席,完全是依靠公共服务和政绩,而不是依赖参议院。他总结道,参议院选举的时机和背景与他的政府“就像拉玛四世路和素坤逸路——它们永远不会相交”。
他还谈到了反对派计划利用2027年预算案辩论作为不信任动议的预演。预算案涉及所有政府机构,他强调所有议员都有权提问和发表意见,而议会委员会则负责提供澄清说明。
与此同时,人民党议员帕里特·瓦查拉辛杜在其个人脸书页面上发文称,阿努廷表示政府与参议院腐败丑闻毫无关联,并将其比作拉玛四路和素坤逸路,认为这两条路永远不会相交。他用这个比喻很贴切,因为无论总理怎么说,证据都摆在眼前。拉玛四路和素坤逸路沿线虽然有很多支路相连,但最终只在帕卡侬路口交汇。
关于iLaw计划于9月13日举行的集会,帕里特表示,人民党将继续举行新闻发布会和各种论坛。他还表示希望选举委员会的报告能在9月10日进行辩论,并希望政府不要试图以任何其他问题干扰或拖延这一进程。
在议会之外,司法事务和独立组织委员会将于9月12日举行一场以“监测独立组织在泰国政治危机中的作用”为主题的研讨会。
今天,泰国众议院将于9月7日至9日召开特别会议,审议2027年3.78万亿泰铢财政预算案的二读和三读。审查委员会将最初的草案削减了111.62亿泰铢,重新分配了108.91亿泰铢给核心政府机构,2.71亿泰铢给独立机构和议会,以及60.44亿泰铢给中央应急基金——使其总额达到6990亿泰铢,用于国家安全、救灾和紧急国家任务。
中央基金部门面临来自议员们的强烈反对,其中包括民主党的阿披实·维乍集瓦和人民党的西里卡尼亚·坦萨昆,他们力主削减用于缓解能源危机的 120 亿泰铢拨款,理由是该拨款与现有的 2000 亿泰铢能源转型贷款重复。
昨天,人民党举行了题为“寻求真相:选举委员会和特别调查局——它们究竟是谁的机构?”的新闻发布会。发布会分析了第36号小组委员会的工作,该小组委员会负责在选举委员会全体成员于9月14日审议是否就参议院选举舞弊案提起诉讼之前,解决各种问题和争议。
来自人民党的曼谷国会议员查亚蓬·萨通迪援引选举委员会和特别调查厅的数据,将矛头指向第36号小组委员会——该委员会此前已裁定近期参议院选举不存在舞弊行为——旨在揭露围绕总理兼内政部长阿努廷·查恩维拉库尔的错综复杂的关系网。他列出了该小组委员会五名成员的个人资料:
Anucha Chansuriya EC 主席顾问
警官皮亚·拉克萨库尔(Piya Raksakul)是阿努廷任命的大都会自来水公司董事会成员。
Atsathaik Rattanadilok Na 普吉岛 EC 董事会顾问
乔瓦纳·特拉伊马斯,前宪法法院秘书长
Decha Pruekphatanarak 港务局董事会主席由 Bhumjai 泰国部长 Pipat Ratchakitprakarn 任命
Chayapol 强调,这五名成员都参加了选举委员会的高级政治和选举发展计划,这是一个类似于国防学院的高级人脉拓展课程,这引发了人们对潜在利益冲突的质疑。
2026年9月5日星期六晚,泰国总理兼内政部长阿努廷·查恩维拉库尔携夫人出席了阿诺泰·桑蒂瓦朗库尔与参议院第一副议长克里安格莱·斯里拉克将军之子肯卡·斯里拉克的婚礼庆典。婚礼在素叻他尼中央广场的素叻他尼厅举行,吸引了超过2500位贵宾,其中包括国防部长阿杜尔·汶图姆扎伦中将、内政部常务秘书翁西特·桑蓬塔拉特、候任总检察长科维特·斯里皮罗姆、各府府尹、国会议员、参议员以及地方政府官员。
2026 年 9 月 5 日,总理兼内政部长阿努廷·查恩维拉库尔签署命令,将以色列国民雅科夫·奥哈永驱逐出境。此前,苏梅岛省法院根据《刑法》第 392 条,判处他因发送危及生命的短信而有罪。
由于认罪,奥哈永的刑期减半,最终判处15天监禁(缓刑两年)并处罚金5000泰铢。内政部认为,根据佛历2499年《驱逐法》第五条,奥哈永的行为违反了公共秩序和道德,因此有必要将其驱逐出境。不过,奥哈永有权在七天内向总理提出上诉。
与此同时,查巴德芭东中心计划于9月11日至13日举办犹太新年庆祝活动(犹太历5787年赎罪日),邀请来自世界各地的2000多名犹太游客齐聚芭东地区。尽管场地许可方面仍存在一些监管上的不确定性,但预计查巴德芭东中心和诺富特酒店都将举办相关活动。查巴德是犹太教的一个宗教组织。
该提议遭到普吉岛土地保护组织的强烈批评,该组织对安全、公共秩序和当地文化规范表示担忧,此前外国游客违反法律和社区礼仪的行为引发了强烈反弹。关于普吉岛犹太新年庆祝活动的安排,去年的计划是在两个地点举行,分别是芭东的查巴德中心和拉威地区。然而,由于普吉岛安全部门的要求,活动被取消。今年,活动宣布将再次在芭东举行。
政府推出了名为“与内阁对话:阿努廷”的节目,旨在通过采访直接负责的部长,介绍政策、幕后工作和国家行政方向。该节目每周六上午9:05在NBT电视台、MCOT高清频道和第五频道播出,也可通过公共关系部、NBT Connext和Thai Khu Fah等网站在线观看。
第一集于 2026 年 9 月 5 日星期六播出,采访了副总理帕空·尼尔普拉潘。
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泰国商业发展部公布外国法人实体在泰国的土地所有权数据
泰国商业发展部发布了关于外国法人在泰国持有的土地所有权证的全面数据。这些数据概述了不同类型外国股权结构下的土地所有权范围。
数据显示,外资控股100%的公司共有3450家,持有10029份地契,总面积达103591.40莱。日本在该类别中位居榜首,共有872家公司,持有2383份地契,总面积达24100.29莱。
继日本之后,中国拥有842个实体,共计1971份地契,总面积达22035.55莱;新加坡拥有395个实体,共计1083份地契,总面积达15291莱。其他主要外国持有者包括台湾、香港、韩国、毛里求斯、美国、马来西亚和德国。
就外资全资控股公司的地理分布而言,罗勇府面积最大,达32,078.62莱,其次是春武里府,为29,276.61莱。其他值得注意的地点包括巴真府、大城府和北榄府。
此外,外资持股比例在 49.01% 至 99.99% 之间的公司共有 1,311 家实体,持有 5,633 份地契,总面积达 59,077.06 莱。同时,外资持股比例在 0.01% 至 49% 之间的企业共有 31,516 家实体,持有 287,176 份地契,总面积达 901,569.92 莱。
随着越来越多的企业援引《劳动保护法》第75条,泰国劳动力市场正面临日益加剧的脆弱性。该条款允许雇主在非不可抗力原因的情况下暂时停工,并向受影响的员工支付至少50%的工资。泰国央行对这一趋势表示深切关注,尤其是在竞争激烈的受冲击行业,例如汽车零部件、服装、橡胶和塑料行业。
仅在 2026 年 6 月,就有 44 家企业报告部分停业(比上月增加了 22.22%),另有 23 家企业完全停止运营,影响了 18,998 名工人(比上月增加了 58.08%)。
泰国工业联合会 (FTI) 主席 Pimjai Leeissaranukul 指出,尽管 2026 年 7 月的就业数据仍然停滞不前,但由于严重的累计损失、客户订单取消、地缘政治冲突和更广泛的经济困境,结构性弱点正在加剧。
泰国国家信贷局(NCB)局长卢克斯蒙·阿塔皮奇(Luxmon Attapich)对泰国的债务状况,特别是中小企业和零售贷款领域的债务状况,表示日益担忧。2026年第二季度的概览数据显示,不良贷款(NPL)显著上升,扭转了此前几个季度的相对稳定局面,这表明尽管银行持续进行债务重组,但泰国的财务脆弱性依然加剧。
主要关注领域是特别关注(SM)债务(逾期 30 至 90 天的贷款);如果该组借款人未能收回或恢复付款,这些账户就有可能在下个月立即滑入完全不良贷款状态。
泰国总理阿努廷·查恩维拉库尔强调了泰国和中国之间日益增长的战略和经济联系,呼吁两国在技术、投资和新兴产业领域加强合作,展望未来60年的伙伴关系。
9月6日,在泰国九个华人社团成立60周年庆典上,阿努廷发表讲话,赞扬泰籍华人社群长期以来对泰国经济和社会做出的贡献。他表示,该社群可以在连接泰国与中国新机遇方面发挥日益重要的作用。
总理指出,他7月份对中国的访问以及签署15项谅解备忘录,以及在成都开设新的投资促进委员会办事处,是扩大经济合作的关键步骤。
预计泰国和中国将更加重视半导体、先进电子产品、人工智能、机器人、电动汽车和清洁能源。两国政府认为这些领域是未来投资、产业发展和创造就业机会的潜在驱动力。
阿努廷还呼吁九个中国协会成为年轻一代、科技和新商业机会之间的桥梁,鼓励泰国青年将中国视为未来机遇的来源,而不仅仅是其文化遗产的一部分。
更广阔的前景是,泰中关系将从牢固的文化和外交联系发展到更深层次的技术驱动型经济一体化,对下一代产业的投资与合作可能会变得越来越重要。
苏瓦特呼吁进行长期经济结构调整,此前数万人参加了呵叻府的功德活动
前副总理苏瓦·利普塔潘洛普表示,在一次慈善活动中,估计有 15000 人前来领取免费大米和干粮后,政府需要优先发展基层经济。
Suwat 还担任 2026 年年度“Sikow”慈善和施舍传统的主席,该活动由呵叻府 Luksian Sian Tueng Sawang Metta Thammasat 基金会举办。
苏瓦特在活动上发言时表示,如此大规模的参与清楚地反映了基层民众普遍面临的经济困境。他指出,虽然低GDP增长、公共债务和家庭债务等问题经常被提及,但此次活动凸显了普通民众面临的切实困境。
苏瓦特敦促政府优先发展基层经济,特别是那些面临流动性不足和信贷获取困难的农村居民和中小企业。他援引了世界银行关于结构性经济调整、提升教育水平、推动产业转型升级、促进可持续旅游业发展以及扶持中小企业的建议。
关于政府借贷刺激经济的问题,苏瓦特警告说,必须谨慎考虑贷款事宜,确保贷款能够直接针对问题所在,而不是仅仅增加国债而没有解决经济问题。他强调,泰国需要进行一项为期五到十年的严肃的长期结构性改革,并制定明确的总体规划,以应对未来政府更迭。
泰国农民和农业协会主席普拉莫特·查伦西尔透露,针对2025/26年度水稻产能发展项目下剩余的23万户农户,每莱(rai,泰铢)1000泰铢的财政援助计划(每户上限10莱)预计将于2026年9月8日提交内阁批准。这项拟议的18.46亿泰铢补充预算拨款意义重大,因为农民们正计划于9月10日在曼谷举行集会,要求政府明确拖欠款项的支付情况。
今天上午10点30分,商务部将公布2026年8月的通货膨胀率数据。公众可通过贸易政策与战略办公室的Facebook直播观看发布会。
泰国2026年7月的通货膨胀率同比上涨1.95%,连续第四个月增长。但环比下降0.73%。主要原因是受中东地区持续冲突的影响,国内燃油价格持续高企,高于去年同期水平。
这导致公共交通票价上涨,主要原因是燃油成本增加以及加工食品价格普遍且相对大幅上涨。2026 年前七个月(1 月至 7 月)的平均通货膨胀率比 2025 年同期高出 1.21%。预计 2026 年 8 月的整体通货膨胀趋势仍将保持正增长。
泰国副总理兼财政部长埃克尼蒂·尼蒂坦帕帕斯透露,第二期“Aom Plus”政府储蓄债券(总额为20亿泰铢,通过“Pao Tang”应用程序上的泰国银行家钱包发行)在2026年9月4日首日便迅速售罄。
为促进散户投资者更广泛地参与,财政部将单笔交易的最高购买限额从300万泰铢降至100万泰铢。此次调整后,共有3157名买家参与,几乎是上一轮的两倍,其中3年期债券的购买总额为2.5095亿泰铢,10年期债券的购买总额为17.4904亿泰铢。
错过该应用程序的投资者仍可通过 Bond Connect 渠道,在 2026 年 9 月 7 日至 9 日期间,通过 24 家参与的商业银行、证券公司和 Streaming 应用程序认购额外的 20 亿泰铢份额。
商务部长苏帕吉·苏图姆蓬报告称,与美国贸易代表杰米森·格里尔和副代表里克·斯威策的贸易谈判取得了进展,但尚未达成最终协议或确定关税税率。
此次会谈源于华盛顿对泰国制造业产能过剩的担忧——工厂利用率低于60%,且贸易顺差不断扩大,预计到2025年将达到510亿美元——主要集中在汽车、机械和橡胶行业。目前,由于存在强迫劳动进口的担忧,泰国商品面临12.5%的301条款关税。如果泰国实施有效的禁令或最终达成互惠贸易协议,该关税可能降至10%,但一项单独的产能过剩关税仍在等待中。
由于美国是泰国最大的出口市场,每年为泰国创造 1.68 万亿泰铢的贸易顺差,并为当地提供超过 40 万个就业岗位,因此事关重大。
根据泰国商业发展部通过土地部提供的截至2026年7月17日的数据显示,在泰国125,622家受监管的房地产持有实体中,有123,542家实体拥有126万块土地,总面积达450万莱。其中,87,265家为泰国独资企业,持有963,488块土地,总面积达340万莱;另有36,277家外商合资企业,持有305,838块土地,总面积达100万莱。
此外,公寓的法人实体所有权涵盖 14,878 个持有者,控制着 244,115 个单元(1310 万平方米),其中 7,796 个泰国实体拥有 167,275 个单元(900 万平方米),7,082 个外国合资实体拥有 76,840 个单元(410 万平方米)。
泰国SET指数于9月4日(周五)收于1595.58点,上涨18.66点(+1.18%),成交量为644.836亿泰铢。此前,美联储官员表示,8月份通胀放缓将支持美联储在9月份会议上维持利率不变,受此影响,国际股市大幅反弹,SET指数也随之走强。此举导致美国国债收益率下降。
该指数主要受到电子元件板块(尤其是德尔塔)以及AOT、ADVANC和CPALL等大盘股上涨的支撑。
今日市场展望,预计波动幅度将控制在一定范围内。投资者正密切关注多个国家即将陆续召开的央行会议。国内方面,2027年预算案的审议以及新版电力发展计划(PDP)的公众咨询,预计将提振电力行业的市场情绪。支撑位预计在1570-1580点,阻力位在1600点。若跌破该阻力位,下一个阻力位在1620-1630点。
Gulf Development Public Company Limited (GULF) 的董事兼首席执行官 Sarath Ratanavadi 报告称,在连续两个交易日内收购了 GULF 的股票,总计 1280 万股,总价值 7.8728 亿泰铢。
2016年9月2日,他以每股平均61.66泰铢的价格购入800万股海湾石油公司(GULF)股票,总计4.9328亿泰铢。2016年9月3日,他又以每股平均61.25泰铢的价格增持480万股海湾石油公司股票,总计2.94亿泰铢。这使得他的持股量增至43.877亿股,占公司股份的29.36%。
Super Poll公布了针对“泰泰经济振兴加强版”(Thai Chuay Thai Plus)经济刺激措施的民意调查结果。调查显示,63.8%的公众对“泰泰经济振兴加强版”措施表示非常满意或极其满意,24.7%表示比较满意,11.5%表示略微不满意或完全不满意。这反映出这些措施获得了社会的高度认可,使其成为政府的一项重要成就。
当被问及“泰援泰加强版”措施结束后政府下一步应该做什么时。
继续“泰式杂耍加强版” 33.4%
降低电力、燃料和能源价格17.9%
对农民和低收入者的援助 15.5%
解决家庭债务问题 11.2%
创造就业机会,为泰国人民提供10.8%的就业机会
亚洲航空携手拥有90年历史的泰国餐饮品牌“See Fah”,在空中提供餐饮服务
拥有90年历史的泰国餐厅品牌See Fah正通过与亚洲航空的合作,将其招牌菜“拉差旺鸡饭”带到空中。第三代掌门人Niththa (Ratchaiyabun) Nan-Khawang(首席执行官)和Korn Ratchaiyabun(首席运营官)正带领这家历史悠久的品牌,将其业务拓展至航空餐饮和OEM服务领域,而不仅仅局限于现有的14家实体餐厅。
自亚航首航以来,See Fah 便与其保持着长期合作关系。最初,See Fah 为亚航供应三明治,之后逐渐拓展产品线,推出了香辣罗勒肉末饭、烤鸡饭等热门菜品以及时令产品。在高峰期,双方的合作日销量高达 1 万份餐盒,其中照烧鸡饭、罗勒肉末饭和烤鸡饭始终是最受欢迎的菜品。
亚航推出拉差旺鸡饭,是为庆祝世发餐饮集团成立90周年而推出的特别项目。除了航空餐饮,世发餐饮集团还为连锁酒店提供餐饮服务,其业务组合主要由三大支柱构成:世发餐饮(占50%)、OEM业务(占25%)和实体餐厅(占25%)。
机场连接线成为焦点
由加拿大太平洋铁路集团财团管理的陷入困境的机场快线网络(至少到本月底)正受到通勤者的密切关注,此前该财团宣布将进行维护,因此今天(星期一)列车将以 15 分钟的间隔运行。
曼谷邦坤天一所著名学校发生火灾,教师办公室和考场被毁,一人受伤。
曼谷邦坤天区塔坎街道坎查纳披色路上一所知名学校发生火灾。塔坎警察局调查督察苏里亚·哈乌普拉中校接到报告后,立即与普德通基金会和曼谷消防救援部门的消防车一同赶赴现场。
事故发生在四层教学楼的四楼,一间教师办公室被大火吞噬。受损区域内有考试柜、教学用品、教师床铺和衣柜,估计受损面积达40平方米。消防员用水枪喷射了约30分钟,最终将火势完全扑灭并控制住。
事件中一人受伤。33岁的体育教师帕查拉先生在试图灭火时吸入浓烟,已被送往邦坤天老年医院接受治疗。
目睹了这起事件的35岁教师艾迪森表示,一位同事告诉他第一栋楼着火了。他打开门,发现火焰已蔓延至整个楼层,他和其他人立即使用灭火器灭火,然后迅速逃到楼下。由于楼下堆放着大量的纸张、木材和学生作业,火势迅速增强。
当局目前正在查看闭路电视录像并走访附近目击者,以收集案件信息。法医警察计划进行详细的现场勘查,以确定火灾的确切原因。
泰国气象局发布强降雨和山洪暴发的最后预警,预警持续至9月7日
泰国气象部门发布了本次天气事件的第十次也是最后一次预警,提醒泰国北部居民注意,强降雨到特大暴雨将持续到 2026 年 9 月 7 日。
据气象局局长苏卡纳亚尼·亚文奇扬女士称,此次恶劣天气是由横跨北部地区和东北部地区的季风槽,以及盛行于安达曼海、泰国和泰国湾的温和西南季风共同造成的。
该部门敦促受灾地区民众保持警惕,防范可能引发突发洪水和山洪暴发的强降雨和持续降雨。居住在湄公河流域附近、靠近水道的山麓地带以及地势低洼地区的居民尤其需要提高警惕。
气象部门建议市民避开易受洪水侵袭的路线,并在此期间谨慎规划日常活动和出行。为确保自身安全,公众可通过气象部门网站或拨打其24小时热线服务获取最新信息。
泰国皇家陆军启动了新的“志愿兵”招募计划,将在全国221个地点提供18,784个为期四年的合同职位,以取代之前的“在线征兵”系统。该计划面向18至26岁的泰国男性,包括预备役人员和将于2027年退役的义务兵,申请人可以选择自己希望的入伍时间和部队。
新兵将接受标准军事训练,每月起薪12,090泰铢,另加2,880泰铢津贴。服役两年后,新兵将享有陆军士官学校的优先录取名额。申请时间为2026年9月10日至2027年1月24日。
律师西特拉·比亚邦克德(Sittra Biabungkerd)已要求内政部对贡·琼帕朗·楚艾苏基金会(Gun Jompalang Chuai Su Foundation)展开调查,原因是该基金会涉嫌采购违规,并与副总理塔玛纳·普罗姆帕奥(Thammanat Prompao)存在关联。该基金会由社会活动家贡图奇·“贡·琼帕朗”·蓬派汶韦(Guntouch “Gun Jompalang” Pongpaiboonwet)创立,其最初的记录显示贡·琼帕朗并未被列入领导层,且基金会解散时剩余资产将归于塔玛纳的基金会,这些都引发了公众的质疑。
尽管该基金会报告称已收到 2.07 亿泰铢的捐款,并剩余 9000 万泰铢,但该基金会否认向 Thammanat 的组织转移资金,并同意修改其章程,而该部官员证实将进行正式审计。
与此同时,Guntouch表示,他宁愿把时间花在帮助别人上,也不愿回应律师Sittra Biabungkerd要求对其基金会财务状况进行调查的请求。
Suan Dusit民意调查机构开展的“泰国人与灾害管理”调查显示,全国84.29%的受访者最关注洪水、山洪和泥石流。其中,69.70%的受访者认为,自然灾害发生频率和严重程度的增加是气候变化和全球变暖造成的。
为了应对灾害,64.46%的受访者表示他们会定期关注新闻和官方预警公告。与此同时,53.19%的受访者对泰国政府应对潜在灾害的能力缺乏信心,68.65%的受访者敦促政府优先解决环境问题,并减轻加剧灾害严重程度的因素。
泰国媒体政治新闻标题
预算案在辩论前被削减
链接:https://www.bangkokpost.com/thailand/politics/3315033/budget-bill-cut-ahead-of-debate
阿努廷对辩论威胁不以为意
链接:https://www.bangkokpost.com/thailand/politics/3314574/anutin-shrugs-off-debate-threats
帕空呼吁改革运转迟缓的官僚机构
链接:https://www.bangkokpost.com/thailand/politics/3314624/pakorn-calls-for-reform-of-sluggish-bureaucracy
美国船员对此次访问感到非常高兴
链接:https://www.bangkokpost.com/thailand/general/3315143/us-crew-delighted-with-visit
颂猜宣布抵制后,全国上下为采访辩护
链接:https://www.nationthailand.com/news/politics/40070703
阿努廷在赴联合国访问前向外交官们概述了泰国的政策前景
链接:https://www.nationthailand.com/news/politics/40070645
泰国大使驳斥柬埔寨媒体关于边境争端的报道
链接:https://world.thaipbs.or.th/detail/thai-ambassador-rejects-cambodian-media-report-on-border-dispute/62645
泰国媒体经济新闻头条
泰国计划要求数据中心至少 60% 的电力来自清洁能源,这是更广泛的监管改革的一部分,旨在解决该行业资源消耗过大以及现有监管方面的不足。
链接:https://www.thaienquirer.com/73843/thailand-plans-60-clean-energy-rule-for-data-centres/
负债累累的国有企业被迫进行重组
链接:https://www.bangkokpost.com/business/general/3315253/debtridden-state-firms-pushed-to-rehab
人工智能法律面临创新性考验
链接:https://www.bangkokpost.com/business/general/3315313/ai-law-faces-innovation-test
泰国银行业开始寻求新的增长机遇
链接:https://www.bangkokpost.com/business/general/3315233/thai-banks-begin-search-for-new-growth-opportunities
泰国首家梦工厂动画主题酒店即将落户芭堤雅
链接:https://www.bangkokpost.com/business/general/3314483/thailands-first-dreamworks-animation-hotel-coming-to-pattaya
泰国申办2028年经合组织成员国资格面临反贿赂障碍
链接:https://www.nationthailand.com/business/economy/40070701
帕岸岛土地纠纷引发对代理企业的质疑
链接:https://www.nationthailand.com/news/general/40070710
泰国证券交易所放宽IPO规则以吸引新兴经济体和海外企业上市
链接:https://www.nationthailand.com/business/banking-finance/40070683
泰国黄金价格下跌500泰铢,金条售价为69150泰铢。
链接:https://www.nationthailand.com/business/trading-investment/40070673
财政部将审查泰泰科技公司(Thai Tiew Thai Plus)和屋顶太阳能项目。
链接:https://world.thaipbs.or.th/detail/finance-ministry-to-review-thai-tiew-thai-plus-rooftop-solar/62646
布阿鲁昂指出,2026年国家发展规划(PDP 2026)将成为以海湾电力公司(GULF)和加纳电力公司(GPSC)为首的泰国电力公司的关键增长引擎。
链接:https://www.kaohooninternational.com/markets/590049
Indorama Ventures 和 REBHAN 为高端美妆品牌推出玻璃质感 PET 包装
链接:https://www.kaohooninternational.com/markets/590051
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需要注意的问题
2026年9月7日至2026年8月消费者信心通胀数据
2026 年 9 月 7 日至 9 日——将对预算进行二读和三读辩论。
2026年9月——泰国商会大学发布消费者信心指数和商会信心指数
2026年9月——泰国资本市场组织联合会公布投资者信心指数调查结果及投资形势更新
2026 年 9 月 14 日——泰国选举委员会 (EC) 将对 2024 年 7 月参议院串谋案中涉及的 229 人的起诉做出判决。
2026年9月——泰国商务部将公布8月份的泰国出口数据。
2026年9月——FTI公布汽车、摩托车和汽车零部件的生产和出口数据
2026年9月——国家经济和社会发展委员会(NESDC)发布报告,分析了泰国2025年的贫困和不平等状况。
2026年9月——泰国证券交易所(SET)发布整体股市形势概要
2026年9月——财政政策办公室(FPO)发布财政经济状况、区域经济状况和区域经济景气指数报告。
2026年9月30日——泰国银行(BOT)发布泰国经济和金融状况报告
2026年10月5日至2026年9月消费者信心通胀数据
2026年10月12日至18日——国际货币基金组织和世界银行在曼谷举行会议
2026年10月——泰国商务部将公布9月份的泰国出口数据。
2026年10月28日——货币政策委员会召开会议
2026年11月5日至2026年10月消费者信心通胀数据
2026年11月16日——泰国国家经济和社会发展委员会(NESDC)发布2026年第三季度泰国经济状况和国内生产总值(GDP)报告,并展望2026-2027年经济前景。
2026年11月——泰国商务部将公布10月份的泰国出口数据。
2026年12月4日至2026年11月消费者信心通胀数据
2026年12月23日——货币政策委员会召开会议
SET 指数 1,595.58 +18.66
链接 – https://www.set.or.th/en/company/ipo/upcoming_ipo_set.html
金属 -链接 http://www.bloomberg.com/markets/commodities/futures/metals/
能源链接 – http://www.bloomberg.com/energy/
波罗的海干散货指数 (BDI) - 链接 – http://www.bloomberg.com/quote/BDIY:IND
全球股票市场走势
链接 – http://www.bloomberg.com/markets/stocks/world-indexes/asia-pacific/
亚洲股市走势
链接 – http://www.bloomberg.com/markets/stocks/world-indexes/
2026年9月4日信息
所有者/管理层买卖或转让股份
XD、XE 或 XM 或其他通知
如需查看派息公司列表和股东大会日程,请点击 https://www.set.or.th/set/xcalendar.do
泰国证券交易所交易中断
总交易额为634.216亿泰铢
背景信息
根据泰国选举委员会 2019 年 5 月 8 日发布的报告,2019 年 3 月 24 日选举后,泰国议会各政党的实力如下。
国会议员名单 – https://www.ect.go.th/ect_th/download/article/article_20190508184334.pdf
本文所提供的信息版权归泰国新闻集团所有,未经事先书面许可,不得以任何形式转载。文中观点仅代表作者个人意见,并基于实际情况进行分析。
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