ADVANC : Pratthana Leelapanang will succeed Somchai Lertsutiwong as AIS CEO. He joined AIS in March 1997, previously serving as Executive Vice President for Marketing (2013–2017) and Chief Consumer Business Officer (2017–July 2025), before being named Deputy CEO. (Bangkok Post)

ATLAS: Management is optimistic about government tourism measures, which are expected to boost LPG travel demand. Q4 2025 is expected to peak alongside the high season, driving refueling and consumption. (Thunhoon)

GULF: Reports COD of 37.8 MW solar project, Isaan Clean Tech (ICT) on Nov 1. An additional seven solar projects totaling 354.3 MW are expected to COD before year-end.

Comment: It is a disgusting, how much of the power grid GULF now controls in Thailand

JCK: Board approved disposal of Green Park 1 factory project to MFC Industrial Investment (MII) for Bt 1.386bn.

Comment: That’s going to pay off some debt…

MAGURO: Launches 90-minute all-you-can-grill at SSamthing Together premium Korean BBQ, offering Bt 499 & 699 packages at 2 of 6 branches until end-November, aiming to attract new customers and test a new sales format.

Comment: This industry is so incredibly difficult for companies like MAGURO to stay relevant…let’s see how far they can go.

MTC: Expects improved cash collections in 4Q, supported by the farmers’ harvesting season. Maintains FY loan growth target of 10–15% y/y, driven by an expanding customer base.

Comment: La la la la, still comfortably making $ and their customers are still being bailed out by the government.

SVI: Announced tender offer for delisting at Bt 7.5/share, representing a 20.96% premium to the previous close of Bt 6.2. KSEC is the tender agent.

Comment: Knowing K. Poe…he doesn’t like to overpay…will he relist in the future?

TTCL: Filed for business rehabilitation with the Thai Central Bankruptcy Court on Oct 31, 2025. The filing is a debt restructuring measure, not a liquidation. (SET)

Comment: Oh well, another one…this will be a multi-year process…

Property: According to the Real Estate Information Center (REIC), the property market has yet to recover over the past eight months, with low transfer volumes and slow sellouts reflected in nationwide data. Transfers of new and second-hand homes reached 196,223 units, down 10.6% y/y, with a total value of THB 527.94bn, down 13.6% y/y. This signals a potential slowdown in both transaction volumes and total value for 2025–2026. (Kaohoon)