ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy.

Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share..

GULF to book Bt8.2b dividend income from ADVANC, Bt6.89/share, in 3Q25.

Comment: And now you know why duopolies are great.

INSET will start to recognize revenue from hyperscale DC phase 2 from 3Q, expects earnings accelerate till early next year.

MGC revised up FY sales target of XPENG to 3.5k units from 3k after logged 2k units in 1H thanks to X9 flagship MPV.

Comment: Chinese hardware just looks cooler than Western Hardware. Question is now just on the UI/software (and long term reliability…)

MTC sees 10-15% loan growth in 2H25 with <2.7% NPLs, backed by an expansive nationwide network (8,400 branches) and strong focus on credit quality.

Comment: And they’re still growing…despite everything, hats off to them.

OSP anticipates 2H turnaround after reduce inventory level during first 4 months, improved product mixed and new launch M-150 carbonated energy drink penetrated to mass segment, will keep Bt12 bottle size despite challenge from Bt10 bottle from key competitor as market share remains intact.

Comment: Part of me wants to like the idea of an improved business turnaround, divv’s etc, the other part of me goes “but they are still lazy and up against CBG”

TKN maintains 7-9% FY revenue growth target, expects margin recover after locked in seaweed for 2H production at lower price than last year by 10-12%, mulls revamp snacks packaging size & hike price to cope with exports to the US.