ADVICE anticipates higher IT products in 2026 due to supply shortage, ending support of Windows 10 would trigger users to shift to Windows 11 which need to update hard/software and applications to align with new OS.

Comment: If you are a tech nerd, get a windows 10 laptop and enjoy the speed and use it as your personal NAS.

BCP: Thailand’s securities regulator is investigating seven listed companies for concealing their true major shareholders after authorities froze billions of Baht in assets tied to regional scam operations.

Comment: Woah oh! The donation to the Ministry of Finance continues….is this happening only because of the size scale and parties involved? Remember when Chuwit was spewing about the way money was cleaned through other smaller listed thai companies. Here’s another amusing comment, in the past one way to move money out of Thailand was to buy shares in the thai company, transfer the ownership to an an offshore brokerage account that you own and voila – money moved out…not sure whether this is still ongoing.

DELTA expects double digit revenue growth for 2025-25, after having delivered 24% yoy growth in 9M25, with firm orders covering 3-6 months, providing near-term execution visibility, supported by demand for AI power systems and data centre infra.

Comment: I just don’t know how to look at the related transfer pricing of this company, there’s a floating % fee to one of its associate companies at the parent level.

DUSIT postponed its shareholder meeting from Dec 4 to Feb 6, awaiting SEC and Trade Competition Commission of Thailand to investigate a petition filed into both entities expressing concerns of unruly attempts to change its shareholding structure without proper tenders.

Comment: Chanin is fighting back well.

GULF signs a 10-yr LNG Sale/Purchase Agreement with Eni (Italy) to start imports in Jan 2027 (max. 800kton p.a.). This comes after the government approves abandoning the old “gas pool” structure. GULF has already secured its LNG Shipper License from the Energy Reg. Commission (ERC), which allows it to source and sell up to 7.8mton p.a

KTB joins bank peers to roll out travel debit card, sees travelers behavior shift to new payment options due to poor exchange rates at airports, high overseas ATM fees, foreign cards that fail to work with local payment system. Travel debit card would enable pre-exchange currency at real time rate, store multiple currency, eliminate foreign transaction fees, protect core saving account and link directly to local e-wallets abroad.

Comment: Pao Tang truly is their main

MINT has announced an additional acquisition of 27.50% shareholding in Blendco Holding Pty. Ltd., a distributor of coffee and coffee-related products, with an investment of AUD 3.6mn (approx. THB 79mn). With 50% shareholding after the transaction through Nomad Coffee Group Pty. Ltd., an indirect subsidiary of MINT, the Co aims to deepen strategic integration in Coffee and Coffee related products, enhance our share of future profits, and long-term growth.

Comment: Well. Ok.

MTC management shared 4Q25 views; debt repayment positive from higher rice market prices and “50/50” ongoing stimulus package. Expect FY25 loan port to hit Bt180b and FY26 growth at +10-15% mhitting Bt200b. Share price still hovering at year-low levels; material tangible reflection in the financial performance will be needed to convince investors.

Comment: No matter how crap the economy is doing – they’re still going to do fine, the only question is now cost of capital and growth. But ops wise…they’re perfectly fine..

PTTEP unveiled Bt1.09trn 5-yr investment plan, targeting 8% petroleum sales growth in 2026, reaching 556k boepd, most of budget will be allocated to boost production from existing E&P project, accelerating new development and conduct exploration.

Comment: Hear me out….have a look at O&G names throughout the world…they’re catching a bid even though oil prices haven’t moved yet…

Government’s preparing to roll out 2nd phase of co-payment scheme stimulus before year end, expects to cover those who were unable to register in time, people without smartphones, people in remote areas and vulnerable groups who have yet received benefits.

Finance Ministry will push (Thailand Individual Saving Account: TISA ) – a tax free investment scheme for cabinet approval this week to promote saving and long-term investment, inject liquidity into the market.

Comment: Well this is one way to create a bid, and given how poorly local AM’s have performed since the SSF program was announced, or more realistically since the LTF programme was cancelled, perhaps retail investors will find this more attractive? Can’t see how this isn’t positive for the brokers.