Recap: AEONTS: reported 1Q26np (end of May) at Bt 771m +47% yoy, In-line with Bt 777m consensus, topline -2.1% yoy; but improved asset quality & used car HP portfolio saved earnings.

Comment: Now, is the beginning of the recovery? Has it turned the corner? Not just for AEONTS but the entire sector?

CNT: reported acquisition of one plot of land w/ an area of 4.8 acres located at Patong, Kathu district, Phuket for Bt 173m from Legal Execution office, planning to develop real estate project.

Comment: Clever move…good pricing.

GFPT: upbeat 3Q from surge poultry sales orders from Japan & China, sees margin upside from lower feed mill cost if government decided to increase corn & soybeans imports from the US.

Comment: Several soft commodities have sold off…there could be something here.

GULF: plans to invest $ 1.3b in 11 renewable project total contract capacity of 746.6mw that will be start cod btw FY26/27, all project have signed 25-year PPA with Electricity Generating of TH (EGAT). Three solar farms will developed in cooperation with GUNKUL.

Comment: They have the $ from the beautiful dividends of AIS.

MINT: adding 4 new hotel brands including Minor Reserve Collection, Wosley Hotel, Colbert Collection & iStay Hotels to expand into new mkt, provide distinctive hospitality offering across luxury, premium and budget-friendly segments.

Comment: They could be a bit more clever with their branding….sounds like a copy n develop

RABBIT: 78-key riverfront hotel, The Langham, Custom House, Bangkok, on track to cod in 2H26.

Comment: White elephant.

Bitcoin rack up gains to ATH @ $ 116k ahead of US lawmakers push forward major bills aimed at regulating digital assets next week: positive BTC, ZIGA, JTS.

Comment: # go up, add DV8 to this list.