ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy.

AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 branches tally total to 644 outlets by eoy.

Comment: Once the fin institutions stop looking at AURA as a retail co and a finco then they’ll be able to leverage their b/s to 4-5x and the gold financing biz will moon.

BEM anticipates MRT ridership accelerates on opening of Central Park mixed-use project from Sept 4, estimate Blue line traffic surge to 470k trips/d, rolls out campaign to promote EMV ticket.

Comment: BEM BEM BEM > BTS BTS BTS – simply b/c they are opening more lines

TACCs firm on >10% rev growth t/g, exceeding Bt2b, supported by solid growth in 2H from both core and new menu, as well as point of sales expansion.

THAI sees strong 4Q outlook with >80% load factor, driven by both foreign demand and TH tourists opting for Asian countries, with China and JP r/m popular destinations all yr.

Comment: Easiest pump…still has a way to go..no debt on the b/s. Yes yes the market cap = singapore airlines (I know I’ve said it) but they have zero debt…

The number of new condos launches in 2Q25 fell to lowest level in 15 years, reflecting cautious moods among developers amid miserable mkt conditions.

Shrimp exporters may see windfall from surging orders aft the US imposed a steep 50% duty on Indian exports, effective Aug 27: +ve CFRESH, ASIAN, CPF.