AMATA: Maintains FY industrial land sales target at 1,200 acres (3,000 rais); demand expected to accelerate in 2H25 as regional unrest eases, reinforcing recurring land sale revenue.

Comment: It’s still roaring in.

AOT: Suvarnabhumi Airport upgraded from 3-star to 4-star by Skytrax; management plans to further develop it into a 5-star regional hub, supporting long-term traffic growth and service differentiation.

Comment: Having just traveled via 4 airports in the past 2 weeks. I still rate Singapore first, but was tremendously impressed by the smaller airport in Brussels recently and how much better the terminals are. As for Bangkok…the size is impressive but there really isn’t a soul, it just feels cold. 

CBG: Secured a distribution deal with a local partner in China to sell Carabao energy drinks; partnership expected to launch before end-September, expanding the company’s export footprint.

COM7: iPhone bookings >15% YoY; replacement demand for smartphones, tablets, and PCs expected to accelerate in the upcoming holiday season.

Comment: Hello iPhone 17s!

CPF: Plans to issue two bonds with 6- and 12-year tenors for institutional and large investors; subscription expected 17–21 Oct 2025, providing refinancing and capital management flexibility.

Comment: And they’re probably still going to get great rates.

EPG: F&B packaging demand expected to accelerate in 4Q25, supported by government co-pay stimulus, lower raw material costs, and seasonal demand; margin improvement anticipated.

Comment: Someone, please, takeover this company, remove management, so that the PR can stfu and new management focuses on driving the business forward.

MTC: Upbeat on 2H earnings from improved credit demand and cash collection; supported by favorable interest rates, government stimulus, and restored confidence. FY loan growth targeted at 10–15%.

Comment: No matter what government is in charge, the customer group here is always going to be “taken care of”

NEX: Clarified no new developments after SET placed it under level-1 trading supervision from 16 Sept to 6 Oct 2025, reducing short-term investor uncertainty.

Comment: HELLOOOO?! It’s ANUTIN BABY.

SINO: Revenue on track for 12% growth to Bt4.3bn in 2025; acquisition of A.S. Logistics fully effective from 3Q25; Air Freight business targeting Bt100m this year, aiming to double in 2026, highlighting international logistics growth opportunities.

VGI: BTS increased its holding by 3.3356% to 35.8255% on 12 Sept, reflecting confidence in the company’s growth outlook.

Comment: Could it really get worse?

TEAMG: Benefits from Treasury’s 14% increase in consulting contract rates; backlog exceeds Bt5.4bn, supporting a healthy project pipeline.

LH, AP, SIRI, QH: Real estate shares rallied on expected government stimulus measures; potential Airbnb leasing for condos remains a watchpoint for market expansion and yield generation.

Comment: This is going to make thai real estate great again