Financial: Auto hire-purchase lending is likely to remain flat in 2H25 despite falling interest rates and competitive new car pricing, says Tris Rating, citing cautious lending practices, weak consumer purchasing power, a glut of used cars and limited truck demand. (Bangkok Post) GULF: The company is ready to participate in investments, particularly in projects related […]

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Property: The BKK condo market is expected to rebound in 2027, as sluggish conditions are likely to persist through next year and the expected general election, according to property consultancy Cushman & Wakefield Thailand. (Bangkok Post) Comment: Depends upon your definition of rebound, if it’s after a -50% and theres a +1% rebound, then yes […]

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BBL: signed loan agreement with SC to provide financial assistance for 2 projects, including KROMO Bangkok, Curio Collection by Hilton and Still Sukhumvit 20. Comment: Real estate still isn’t solved…will take a few more years given the banking system’s unwillingness to provide loans. If you’re a cash buyer … just bargain… DELTA: will be excluded […]

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BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]

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BWG’s corporate rating upgraded to “BBB” with a stable outlook due to strong financials and debt reduction. Comment: On paper – this company should be amazing, in reality…meh. CIMBT aims to expand its IFA team to 500 by year-end, targeting 10–15% AUM growth. DELTA, dubbed the “backbone” of the SET Index, hit a 6-month high […]

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