NBTC board postponed endorsement of June 29 mobile spectrum auction, won by TRUE and ADVANC, to make sure there was no collusion, rescheduled meeting to Jul 6, the deadline for it to approve the bidding outcome.

Comment: Perhaps for the first time I agree with this news that this is no collusion between these two
groups as I am still on the conspiracy viewpoint that Gulf is running a campaign to take down CP group
across multiple fronts.

ADVICE sees 2Q IT sales momentum remain strong as supported by restocking to mitigate risk of trade
war, revived sales of Window 11 after MSFT stop update Window 10 & shift release date of Window 12,
adding more branches of ADVICE iStore, gearing up for an upcoming new Apple products launch at Sept
event.

Comment: This name appears to be a sleeper hit.

COM7 ramps up campaign to boost sales during Commart event Jul 3-6, offering UFUND, a flexible
installment plan for IT products for students, beginning to see continuous good growth trend on taxi EV,
solar & smart home solutions (BaNaNa Solar stores).

Comment: Banana solar…I mean…fine why not, great branding…

JPARK secured consultant & installation parking system (CIPS) contract valued Bt100m

Comment: Why isn’t this name getting more love?

SAPPE sees turnaround in 3Q as ongoing heatwave in EU triggered demand for beverage, Kaohoon

Comment: I find it amusing that the weather is considered to be a key driver for these businesses. Stop and think about it for a moment….itś always friggin hot in Thailand, are people really drinking less of a product?