ADVANC: Double-digit iPhone sales growth expected vs last year; positive impact on net subscriber additions from discounted handset campaign.

Comment: I’m still continually surprised by the demand for iphones….but whatever is what it is, and not only do they have a volume increase, the ASP increase doubles the growth rate…

COM7: Record pre-orders for iPhone 17, with queues at Studio7 and BaNANA stores on first day (19 Sept), surpassing prior launches.

Comment: See above

GULF: Announced four bond issuances (3&10 years) at 1.76%&2.37%, available from 30 Sept and 2 Oct via major financial institutions.

Comment: How wonderfully ridiculous is this? GULF has a lower cost of capital than the US, Germany, Japan.

DUSIT: AGM 26 Sept to consider removal of Chaninthorn; board member Panprey withdraws candidacy.

Comment: Given that I’m catching up and posting all of this in November – I’m happy to see Chanin survive.

DPAINT: Shareholder restructuring after Attapol & Vanuphan Tangkarawkun sold 60m shares (~26.1%) to Sidapan Sombattheera & Penporn Wongnaparatlert, who will join the board.

Comment: Hmmm, let’s see what they can stuff into the listco.

ORI: 2H25 turnaround expected from Origin Plug and Play E22 Station (THB 2.4bn, 90% sold) and Srinakarin (THB 1.7bn, 70% sold).

PCC: Wins 115 kW power distribution project in Pattani, valued at THB 809m.

PTT: Declared interim dividend THB 0.90/share, XD 1 Oct; full-year payout THB 2.1/share (~6+% yield).

Comment: PTT Group is a decent divvy payer and given the changes in capital allocation this may only improve on a DPS basis..

STGT: THB 1.5bn share buyback program (up to 220m shares) running 22 Sept 2025 to 20 Mar 2026.

Comment: Rubber prices are still solid…