ADVANC targets non-mobile business to reach 20% of overall in 3 years, focusing on retail, entertainment, and digital financial, with flagship virtual banking to start in Jul 26.

Comment: Fake digital banking. 

BAM: keeps FY cash collection target at Bt17.8b after logged Bt10.15b in 1H, launch NPA sales campaign (Opportunity for all) target freelance & grassroot to capitalize opportunity from those rejected by the bank.

Comment: The financial system is being unclogged. 

KBANK may miss this year lending target on higher repayments, confident of capping NPL at <3.25%.

Comment: Because their credit desk are a bunch of anal monkeys that are not approving anything

KTB: is expected to outperform peers in 3Q driven by improved loan growth yoy, lower cost-to-income, mark to market gains from investment in THAI, positive momentum to carry thru 4Q as the bank mobile app (Pao Tang) is a key tool for distribution of government stimulus funds and likely benefit from increase transaction volumes.

Comment: Pao Tang is a key driver – it’s just fantastic.

SIRI: maintains Bt53b FY residential sales target after logged Bt39b 9M25, will launch 7 projects total Bt18b in 4Q.

Energy Minister plans to launch community solar farms with a combined capacity of 1,500mw spanning more than 300 communities across country cover approximately 15,000 households: positive GULF, BGRIM, GUNKUL.