Bualuang Securities estimates the latest floods cut SET earnings by no more than 2% and GDP by no more than 0.1%, assuming the situation does not drag on or spread to major production bases. Commerce earnings are seen down no more than 2%, and banks 1–2% from higher loan provisions. About 150 factories at Amata City Chonburi are affected, with 34 halted temporarily. Electronics faces more logistics and supply-chain disruption than direct damage. If you supply or sell to factories in the eastern industrial estates, check delivery and payment timing. Otherwise, the broad impact looks small, though the forecast depends on floods not lasting or spreading.