ADVANC: momentum into Jan may drive follow-through inflows; drivers include stronger mobile subscriber growth, improved FBB ARPU, cost efficiencies, and expected higher cash distributions from major shareholders.

Comment: This sector is simple – it hasn’t changed – duopoly, minimal revenue growth, no more fighting, cost cutting margins up and massive divvy’s paying out.

BA launching special airfare promo on its website by Jan 14, travel from Feb 1; routes include HK–Samui, SG–Samui, BKK–Luang Prabang, Maldives, Siem Reap, Phnom Penh, and domestic/cross-country flights.

GULF: subsidiary Gulf Edge raised stake in GSA03 100MW data center in Rayong (EEC); remaining 30% held by ADVANC/AIS DC Venture; COD 2027.

ICHI: short-term benefit from election travel; expects continued OEM growth and new client negotiations.

SUSCO: targets 8% revenue growth in 2026; plans Bt400mn investment in stations, EV development, and community malls; sees price pressures from US/Venezuela as positive.

Comment: That’s interesting – not much news on the loss of cambodia oil trading. 

RBF: aims for double-digit revenue growth in 2026, expanding into India and Vietnam; planning new factory.

Comment: Is this former darling going to become popular again?

SCC reported dissolution of e-commerce venture, NocNoc, will record Bt1.8b loss on non-cash items in 4Q25, estm net loss of Bt650m on consolidated earnings, Bangkokbiznews.

Comment: Refocusing back to it’s core business.