Correspondents report that the group’s share price today (2 May) has benefited WHA Corporation Public Company Limited or WHA The stock price closed in the morning at 5.05 baht plus 0.05 baht or 1.00%. The highest stock price was 5.15 baht, the lowest price was 5.00 baht, with a traded value of 312.57 million baht.
Public Company Amata Corporation Limited or AMATA The stock price closed in the morning at 22.80 baht plus 0.10 baht or 0.44%.
While Gulf Energy Development Public Company Limited or GULF The stock price closed in the morning at 41.25 baht plus 1.00 baht or 2.48%.
As for Advanced Information Service Public Company Limited or ADVANC The stock price closed in the morning at 208.00 baht plus 10.50 baht or 5.32%.
Krungsri Patanasin Securities Public Company Limited Noted in today’s (2 May 2024) analysis of the Microsoft x Thailand case: At the “AI Day” event organized by Microsoft yesterday, the Executive Chairman and CEO of Microsoft announced the establishment of the first Data Center in Thailand . It will expand its Hyperscale Data Center and AI services business, with plans to improve the AI skills of more than 100,000 people.
They are optimistic about the trend of the Thai economy that will receive FDI support in the medium-long term because data center investment usually continues for several stages. and stocks in various groups such as 1.) Industrial Estate Focus on WHA 2.) Renewable energy power plants (According to Microsoft’s policy, focus on using clean energy for the Data Center) Emphasis on GULF 3.) Mobile service providers willing to be partners Help Microsoft expand its business in Thailand, focusing on ADVANC. 4.) Data Center Contractors Focus on Internet Thailand Public Company Limited or INET 5) Digital Technology service providers On the trend Digital Transformation will be accelerated and medium term personnel problems will be improved, focusing on Beryl 8 Plus Public Company Limited or BE8
Krungsri Warranties Said that in today’s analysis The issue: Microsoft in Thailand announced the establishment of a Data Center in Thailand, which is expected to raise the level of AI capabilities for more than 100,000 Thai people, increasing Thailand’s GDP by 4.3 trillion baht in 2030 (2023 from 17.9 trillion baht, growing 24% ).
Bualuang Securities in today’s analysis said that Pictures and market trends receive good news: Microsoft is investing in Thailand after Micro Soft signed a Memorandum of Understanding to invest in Thailand last month. November last year Initially, the upstream stocks that will benefit are expected to be power plants. and industrial estates As for other technology stocks We still have to wait to see if it will be clear in the next steps whether it will benefit from being a partner or become a competitor for Thai cloud data center operators The stocks recommended today AMATA and WHA.
By the way, yesterday (1 May 2024) Mr. Chai Watcharong, Spokesman of the Prime Minister’s Office he said later Mr Settha Thavisin, Prime Minister, gave a speech at the “Microsoft Build AI Day Event”. The Prime Minister confirmed the country’s readiness for the AI industry and is ready to fully support the AI industry in Thailand.
The Prime Minister said that he had implemented several important policies since he took office. In the short and long term To improve competitiveness and elevate Thailand’s status in the world The government is driving the National Artificial Intelligence Action Plan, Phase 2, 2024-2027, to harness the power of AI and cloud computing in the country By implementing a project to strengthen Thailand’s AI ecosystem.
Including the government moving forward to support the green change. Thailand is well aware of the immediate needs of the business sector in the field of renewable energy. In order to reach the goal of net zero greenhouse gas emissions (zero-net), the government attaches importance to fulfilling global climate change commitments. both carbon neutrality and net zero greenhouse gas emissions, including policies that will Half of the country’s energy production will be renewable by 2040.
In addition, the government has committed to acquiring more than 9 gigawatts of new green energy capacity through the Utility Green Tariff system by 2030, which will help businesses ensure that investments in Thailand are accessible and at an accessible price. the government is ready to work with leading digital companies such as Microsoft. Create a sustainability sandbox that promotes environmental innovation.
By last November The Thai government and Microsoft have signed a memorandum of understanding (MoU) to leverage powerful cloud and AI technologies to strengthen the Thai economy. Including strengthening competitiveness. and enhance Thailand’s digital capabilities This Memorandum of Understanding represents the commitment and commitment of both parties to achieve this goal in Thailand together.
Today’s activity marks another important step for Microsoft Thailand We are confident that this collaboration will lead to a shared future. and reiterated our full commitment to making Thailand the perfect destination for the digital industry. The government is ready to listen to ideas. Understand the needs and ready to find solutions that will help businesses grow in Thailand
Mr. Satya Nadella, CEO Microsoft Company promises that Microsoft is ready to invest in Data Centers in Thailand and ready to participate in developing its potential. Provide information on AI skills in the ASEAN region by 2025
For in Thailand The first phase of Microsoft’s skills development program will help raise the AI skills of more than 100,000 Thai people The AI-enabled Skills for the Tourism Industry project aims to improve AI skills for entrepreneurs and Personnel in the tourism sector in particular. This project was created in collaboration with the Ministry of Economy and Digital Society. Ministry of Tourism and Sports Ministry of Labor Technology Vocational Training Institute and Microsoft with the aim of increasing the potential of new generations of entrepreneurs and young people involved in the tourism business in secondary cities across the country.
It focuses on increasing AI application capabilities for the tourism sector of 500 trainers from technology vocational training institutes. These trainers will share their knowledge and skills with young and young professionals in the tourism and hospitality industry. Participants can access course content quickly and easily through learning platforms curated by Microsoft partners. Both can continue to expand projects and learn in the long term.
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