AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna.

Comment: It certainly helps to have a family member in the BJT party

AP m/t 34 residential project launch plan worth Bt53.35b for the remaining 4mths of the yr, shifts focus to town home 26 pj worth Bt31.65b, t/g backlog above Bt20b, profit tops Bt16.8b at eoy.

Comment: This is now possible given that the competition is now reduced to only the listed cos

HUMAN acquires ERP software provider, Lawson Software (TH) for Bt55.24m, aims to expand ERP client base to large corp, drives digital transformation business.

Comment: Well that’s interesting, for this price point I can’t imagine that it’ll have any true value addition to the company nor it’s customers, but lets see…

IVL taps GS & JPM to lead listing of US surfactant unit, Indovinya, to strengthen footprint in America.

Comment: Cookie munster getting cash ready to go on another spree?

JMART said all companies within its group are doing well with growth in 3Q25 in all biz segment, while the Lock Phone biz will begin partnering with iPhone today.

Comment: Of course, low base effects etc etc. The bottom line #’s % YoY change will just surprise people.

JMT no issue re-pmt Bt3.37b debenture maturing in 4Q, 0.41x gearing affirms financial viability, allots Bt1.73b budget to add more bad debts in 2H, improve cash collection and lower ECL bolster earnings.

Comment: Never has been an issue, the issue is that there is no liquidity in Thailand, there’s still too much poop in the system.  

WICE: SEC accuses CEO and 8 executives for not disclosing details about Bt67.8m interim dividend pmt of logistic subsidiary (ETL) before IPO which made offering price not reflected to due diligence in filing.

Comment: WICE management should take their FA outback and spank them with the stupid stick

The University of Thai Chamber of Commerce releases Aug consumer confidence index at 10:45am.

Positive development on TH-C’dia conflict after a special session of the General Border Committee yesterday as both sides have agreed to gradually withdraw heavy weapons from their disputed border and cooperate on landmine clearances to de-escalate tensions, and to prepare a joint action plan to suppress scam centers and consider reopening some border crossings to facilitate trade and mitigate impact on biz and transport.