AAV’s parent co, Capital A, considering joint invest w/ AOT to expand DMK phase 2 & 3 cover cargo, (Maintenance, Repair, Overhaul: MRO), propose govt to reduce excise tax on jet oil from current Bt4.726/ltr as well as fees for aeronautical & psx services.

Comment: How is this not going to be amazingly bullish for both AAV and AOT? Their competition is Manila, they’ll be able to beat this

BGRIM sees +ve earnings momentum carry thru FY26 driven by full qtr recognition of 18mw U-Ta-Pao solar pj cod-ed on Sept, upcoming cod of 3 renewable pj combined 500mw in Phil, Kr and VN (ARECO 65mw, Nakwol 1 365mw, Hong Hoa1 48mw), upside from new industrial clients from AMATA industrial estates and direct PPA from hyperscale data center, in talks M&A US renewable power pdcr, expects to concluded by eo-1Q26.

Comment: Until there is more clarity from the MoE this name/sector may remain in purgatory.

OR will finalize its long-delayed budget hotel investment pj nxt month, together with strategic partners for a hotel at its PTT station, expts 70-80 rooms, which will include facilities such as ample parking, a Café Amazon outlet, Ottari laundry service and 7-11.

Comment: Hmmmm, this has been a long touted strategy, but let’s see who the partners are. Which big group has their hands in OR (i.e. PTT Group), back in the day I would’ve said that ERW was a good partner given the IBIS rollout, but let’s see…

NDR’s major holder, EG Industries Berhad (EG) announced tender offer 80m shrs at Bt1.5, 28% premium from close px of Bt1.17, lifts holding to 41.59% from current 24.08%, will remain on the exchange post transactions.

Comment: Looks like there’s still upside from here.

Flooding in the south intensifies; PM approved a fast-track Bt9k compensation for affected households.
PM chairs a meeting with economic ministers to consider stimulus measures at 1:30pm.
BOT governor says THB should be weaker to reflect econ fundamentals and there is room to ease monetary policy further, as strong THB is hurting exports and tourism, which together a/c for 70% of GDP. The current rate is 1.5% and BOT’s next meeting on rate policy is on Dec 17.
Civil Aviation Authority (CAAT) rpted 86 airlines request over 270k summer 2026 flight slots for TH during Slot conference frm Nov 18-20 in Lisbon.

SEC revoked FA license of Pi Securities and Chief IB for 10 yr due to failure to conduct adequate due diligence for IPO.