ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development)

Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive)

BCH upbeats 3Q earnings form improved fly-in patients traffic, higher contribution from annual health check-up and SSO patients, may rec reverse provision of Bt200m for accrued income from govt sponsored Kuwait patients with pmt overdue by more than 12-mths in 4Q.

GULF says crypto unit, Binance TH, is not under cyberattack as per news circulating on social media on Sept 7, all customer assets r/m secure under the established security measures.

Comment: Otherwise Sarath himself would lose a small fortune?

TFG expects earnings growth accelerated over the next 3 years driven by new S-Curve, Thai Food Fresh Market retail unit, mulls adding 120 outlets to 620 branches by eoy.

Comment: An S-curve? Oh ffs, there’s nothing new under the sun here….but ok, keep going this country needs competition to CP Group. 

New PM Anutin said plan to reintroduce a co-payment program to boost consumption will likely be divided into two tiers, the 60:40 ratio could be for subsidy of goods and services for taxpayers, while a 50:50 rate could be for non-taxpayers.

Outgoing caretaker Cabinets approved an extension of the 7% VAT rate until end of Sept 2026. VAT was first introduced in 1992 at a rate of 10%, but has been reduced to 7% during 1997 financial crisis with an annual reviews required, no Govt has ever took an unpopular step to let it float back to 10% original rate.

Energy management discussion on TH-C’dia Overlapping Claims Area (OCA) petroleum reserves will not proceed until border dispute is resolved, said incoming Energy Minister.