88TH IPO set at 59.5m shares, THB 5.45/share, subscription 25–29 Sept, funding product expansion and new launches.

Comment: Roll up roll up, this is your marketing tiktok punting shop.

BGRIM partners with KBANK on interest rate hedging for renewable power projects, first in Thai power sector, supporting net-zero transition.

Comment:: Net zero? Go suck a saikork isaarn. 

BTG announced a buyback of up to 85m shares (4.39% of paid-up) with a Bt2b budget from 29 Sept to 27 Mar 2026.

Comment: That’s quite the buyback…it’s been an unloved name since it when plc at those high prices…and it’s now around BV…

BTS issues two fixed-rate bonds (3.40–3.60%) for retail and institutional investors, subscription 29 Sept–1 Oct, proceeds to repay debt and strengthen the balance sheet.

Comment: Issue bonds to repay debt and strengthen the b/s? Who wrote this news headline? 

CRC & CPN anticipate strong year-end tourism-driven sales: CRC expects Q4 sales >THB 5b from foreign tourists, while CPN projects a 50% jump in tourist spending supported by big events.

Comment: CRC can suck a saikork isaarn as well for the way they’ve screwed over minority shareholders. 

FSMARTs subsidiary, Forth Smart Merchandise, to expand appliances & mobile retailing to support consumer lending products.

PTT completed its share buyback, repurchasing 238.7m shares (0.84% of paid-up capital) worth THB 7.5b. Repurchased shares will be distributed after three months, but no later than three years, or will reduce paid-up capital if undistributed.

PTTGC partners with five companies to develop eco-friendly Mono Material packaging, first applied at Cafe Amazon.

Comment: Ah so….over priced packaging – my crystal ball foresees lower margins for Cafe Amazon.

SCGC (SCC) expected to list on SET in 2028 after LSPE project completion.

SJWD expands cold storage footprint to four ASEAN countries, aiming to become a regional Cold Chain Hub.

SRICHA expects a 3Q turnaround driven by Bt7.8b Clean Fuel Project revenue recognition from TOP, with plans to bid for Bt30b Alumina and 3 LNG projects abroad by year-end.

SKIN (Skin Laboratory) debuts IPO of 44m shares at Bt1.2, Philips Securities leads.

TFG expects a strong 4Q supported by domestic co-payment stimulus, robust poultry exports, and improved swine selling prices in Vietnam, benefiting margins from lower feedmill costs.

SET launches new L&I ETFs: Three leveraged & inverse ETFs referencing SET50 TRI will start trading on 26 September, providing new tools for hedging and tactical market exposure.

NVDR buying trends: 88 mid-to-large cap stocks saw NVDRs increase holdings this year, notably KTC (+5.33%), elevating NVDR to second-largest shareholder (9.84%). YTD, average share performance declined 8%, with only 26 companies posting positive returns.

BOT revises 2024 balance of payments data, cutting unidentified flows by over half to THB 230b; plans follow-up meeting with gold traders to manage baht strength.

Ministry of Finance signals four urgent banking-related policy measures, with PM ordering economic team to act immediately.

Ranong Port & Landbridge project: Thailand aims to develop niche market hub linking Chumphon port, boosting BIMSTEC regional connectivity and handling increasing cargo volumes.

Haier opened a 324k sq.m. air conditioner plant in WHA Eastern Seaboard Industrial Estate 3, planning expansion to 3.5m units in 2026 and 6m in 2027.