ADVANC in collab with National Saving Fund to offer its subscribers to buy retirement lottery via its myAIS, expecting to be launched in 4Q25.

Comment: The “organisations” that used to make that 20 baht spread are going to be p’ed off. Yes a lottery ticket in thailand is supposed to only cost THB 80, however anyone that purchased it on the street paid THB 100, the THB 20 was kept by … ? Though it is sad that now even more people can throw away their miniscule life savings more easily on their phone…

ADVICE anticipates iPhone 17 Pro & Air received positive feedback from users due to its distinguish design where AIR model provides lightweight and sleek option while PRO & PRO MAX deliver powerful chipsets, advanced and cutting edge features.

Comment: Look upcountry to understand why ADVICE is doing well.

AOT: British Airways increase flight frequency of LDN Gatwick-BKK route to six weekly for an upcoming winter time table (Nov 2025-Mar 2026), upgrade BKK to a year-round destination starting Apr 2026.

Comment: All well and good, but what about that duty free…

BGRIM upbeats 2H earnings from higher electricity sales to industrial users (IU) supported by improved demand from auto makers, upcoming cod of 365mw windfarm in S.KR and 65mw solar project in Philippines to jump start earnings before end of year.

Comment: Rumours have it that there will be a positive change in electricity prices for players like BGRIM.

FPI expects windfalls from JV unit with Indian auto-parts maker (ALP Group) after India roll out tax reforms and policies to promote consumption of domestic goods, firms on Bt3b FY revenue target.

ORI’s no issue paying back 2 tranches of CD total Bt1.982b mature on Sept 1, will book Bt800m revenue from disposal of 51% holding in Intercontinental BKK Sukhumvit hotel to JPN partner, Ci:Z Holding in 3Q.

Comment: Lower oil prices = higher margins. And look, another major Thai company disposing of non-core assets.

PTG revised up non-oil revenue to 50-60% of revenue mix thanks to rapid growth of Pan Thai coffee, maintain branch opening target to 1,947 by end of year, 3k outlets by end of FY26.

Comment: Not the same rate of change as they it used to be over a decade ago.

THAI’s firm on Bt190b revenue this year, after record high 1H25, both revenue and profit, confident of being added to SET50 by mid-2026. To take deliveries of 3 new planes later this year, another 15 next year.

TU cuts FY revenue growth target to 1-2% yoy from 1-3% prior due to reciprocal tariff and FX impact, revised up FY GPM to 18.5-19.5% from 18-19% previous guidance from lower raw mat costs & improved production efficiency, hike capex by Bt500m to Bt3bn-4bn to fund ongoing essential project, maintain dividend policy paying >50% of net profit. They also targeting Bt5bn domestic frozen/branded sales in 3 years (from Bt4bn), via Select, Bellotta, Qfresh and new e-commerce channels. Continuous rollouts aim for >10% growth, adding a structural domestic growth leg alongside exports.

Comment: Needs a 180 degree change in management.