ADVANC’s 1Q25 NP due today, expected to report Bt9.82b bbrg consensus, +16.2% yoy, on stronger core segments, mobile and fixed broadband biz.

Comment: No more free coffees and their margins are going higher. Choose which oligarch you want to pay for the right to use a phone, Gulf & friends or CP Group.

BGRIM reaffirms 1Q turnaround driven by lower feedstock cost as gas price drop, higher electricity sales to industrial users and FX gains.

JPARK in talks to sign parking management contracts total 8k slots, 5k for hospital in Khonkaen & 3k in BKK area, expects to conclude by eo-2Q, firms on 30-40% FY revenue growth target.

KTC anticipates increasing challenges in P-loan biz for the rest of the yr amid econ headwind, will con’t to prioritize asset quality over loan expansion, sees no material impact from rate cut to business operation due to regulatory cap on unsecured loan interest rates with 18% max annual interest rate for credit cards & 25% for P-loans.

Comment: Just imagine KTC forced all their credit card customers to fully pay their outstanding values within 2 months – NPLs would go to 30%

TACC to reintroduce yoghurt drinks via drink dispenser at 7-11 nationwide between May 1 – Jul 9, boosting 2Q sale and FY25 rev to meet Bt2b t/g.

Comment: Translation “we’ve run out of ideas…”

TIDLOR reports successful tender offer with total 99.4% share swapped to Tidlor Holding, expects to list on the exchange mid-May under same ticker, TIDLOR.

Comment: What a big bunch of nothing. It does say something about the market size potential of the industry.

SET50: TCAP, BCP and KKP or TIDLOR are expected to be added for 2H25, Tabloid, while MBK, TFG, JTS and AURA are expected to be added to SET100.