AEONTS is expected to be major beneficiary from BOT extended the reduced min credit card pmt rate of 8% till eo-FY26 from original deadline of Dec 31,2025 as majority of AEONTS customers are low income earners, BOT measures wud help prevent vulnerable debtors become NPL.

Comment: Jesus….consumers are broke…

BDMS upbeats 4Q erngs from improved fly-in patients traffic (+11% yoy in Oct), tailwind from BOI tax incentive supported by digital core transformation & energy saving pj, newly cod-ed hospital in Khao Yai capacity 220 beds bolster erngs, BDMS Had Yai affected by heavy flood will resume oper mid-Dec.

BEM & BTS: 2025 annual Red Cross Fair from Dec 11 to 22 expects to boost ridership to Lumpini & Saladaeng stations.

Comment: Whichever IR/PR firm put this out … is a numnut.

BGRIM expects margin pressure ease aft industrial clients shift electricity purchase ctrct to gas link to reflect actual costs, t/g to cover 77% of total ctrcts w/in 5-7% yrs, will wrap up 1 data center ctrct by eoy.

KGEN sees +ve erngs mmtum carry thru nxt yr driven by venture co., with Chery Group , Omoda & Jaecoo Manufacturing Thailand (OJMT), robust order book during Motor Expo event in Dec to propel erngs in 2026, will debut manufacturing plant in Jan.

SCB: The bank has partnered with Quantum Technology Foundation (TH) Co., Ltd. (QTFT) to release a special report titled “SCBX Quantum Outlook: Post-Quantum Cryptocurrency. It provides actionable strategic guidelines for industries to transition toward Post-Quantum Cryptography (PQC), mitigating risks from current encryption systems such as RSA and ECC that experts predict could be broken by quantum computers as early as 2030–2035.

Comment: I believe SCB’s banking app crashes more than any other in the Thailand today.

Econ: Commerce Minister remains confident that the US will not use the fresh outbreak of clashes along the Thai–Cambodian border to pressure Thailand on tariff issues, insisting that Thailand did not start the clashes and stating that trade negotiations are proceeding as normal.