SET Announces Semi-Annual Index Revisions for 2H26: Thai Airways and MRDIYT Lead Major Shift

published 28 d ago · en · source ↗

Affected tickers

BCP BTS CBG CENTEL JAS JMART MAJOR SAWAD TFG THCOM TOP WHA

Per-ticker News Sentiment Indicator

BCPother · positive · high
The Stock Exchange of Thailand announced that Bangchak Corporation Public Company Limited (BCP) has been included in the SET50 index, which typically increases institutional investor interest and liquidity.
BTSother · negative · med
BTS Group Holdings Public Company Limited (BTS) has been removed from the SET50 index, which may lead to reduced institutional inflows and passive fund selling.
CBGother · negative · high
The Stock Exchange of Thailand announced that CBG will be removed from the SET50 index effective July 1, 2026, which typically leads to passive fund outflows.
CENTELother · negative · high
CENTEL was removed from the SET50 index, which typically leads to reduced passive fund inflows and potential selling pressure.
JASother · negative · high
JAS was removed from the SET100 index, which typically leads to reduced institutional fund inflows and lower liquidity for the stock.
JMARTother · negative · high
JMART was removed from the SET100 Index, which typically leads to reduced institutional fund flows and lower liquidity for the stock.
MAJORother · neutral · high
The SET semi-annual index review for 2H26 does not include MAJOR in any of the listed index changes, resulting in no material impact on the stock.
SAWADother · negative · high
SAWAD has been removed from the SET50 index, which typically leads to reduced institutional fund inflows and potential selling pressure.
TFGother · positive · high
TFG has been officially included in the SET50 index, which typically increases institutional demand and liquidity for the stock.
THCOMother · positive · med
Thaicom Public Company Limited (THCOM) has been included in the SET100 Index, which typically increases institutional visibility and passive fund inflows.
TOPother · neutral · high
The article details semi-annual index revisions for the SET50 and SET100, but TOP is not mentioned as an inclusion or exclusion in any of the listed indices.
WHAother · neutral · high
The article details index rebalancing for SET50 and SET100, but WHA is not mentioned as an inclusion or exclusion in these major indices.

Article body

The Stock Exchange of Thailand (SET) has officially announced the results of its highly anticipated semi-annual index review for the second half of 2026. The reshuffling, which determines the constituents for major benchmarks including the premier SET50 and SET100 indices, will take effect from July 1 through December 31, 2026. The latest calculations are based on trading and market data spanning from June 1, 2025, to May 31, 2026, reflecting substantial changes in corporate valuations and liquidity across the Thai capital market over the past year. SET50 Reconfiguration : Retail and Aviation Sovereigns Move In The blue-chip SET50 Index—tracking the top 50 large-cap, highly liquid stocks—welcomes four heavyweight entrants while casting out prominent names in transportation, tourism, and finance. New Inclusions: Bangchak Corporation Public Company Limited (BCP) MR. D.I.Y. Holding (Thailand) Public Company Limited (MRDIYT) Thaifoods Group Public Company Limited (TFG) Thai Airways International Public Company Limited (THAI) Exclusions: To make room for the new additions, four notable companies have been dropped from the SET50 roster: BTS Group Holdings Public Company Limited (BTS) Carabao Group Public Company Limited (CBG) Central Plaza Hotel Public Company Limited (CENTEL) Srisawad Corporation Public Company Limited (SAWAD) SET100 Shifts : Tech and Utilities Gain Traction The broader SET100 Index also undergoes a four-stock rotation, serving as an indicator of emerging institutional interest in mid-to-large-cap corporations. New Inclusions: MR. D.I.Y. Holding (Thailand) Public Company Limited (MRDIYT) Thai Airways International Public Company Limited (THAI) Thaicom Public Company Limited (THCOM): WHA Utilities and Power Public Company Limited (WHAUP) Exclusions: Four symbols were removed from the SET100 lineup as they slid below the eligibility threshold: Jasmine International Public Company Limited (JAS) Jaymart Group Holdings Public Company Limited (JMART) SISB Public Company Limited (SISB) SCGJWD Logistics Public Company Limited (SJWD) Other Key Indices : Symbol Summaries While the market’s primary focus remains locked on the SET50 and SET100, the review concurrently reshaped several specialized benchmarks. The stock variations for these auxiliary indices are defined below: SSET Index: Welcomes a substantial wave of fifteen inclusions, including ASP, CKP, JAS, JMART, MCOT, MONO, SISB, SJWD, SMO, SPCG, TITLE, TPIPL, TPIPP, TURBO, and UNIQ. SETCLMV Index: Designed to track companies with exposure to the CLMV economic region, this index includes KCG, SCAP, THAI, TTA, and TVO. SETESG Index: Highlighting top-performing companies in sustainability and ESG metrics, the index adds BBGI, EASTW, KCG, TPIPP, and VIH. SETHD Index: Tracking high-dividend equities, the new additions are BA, KTC, and TOA. SETWB Index: Recognizing firms utilizing the Well-Being economy framework, this index introduces MRDIYT, PRM, and THAI.