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.

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 takeout this company 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

Hospitals: BCH, PR9, BH, and BDMS visiting Kuwait (16–18 Sept) for patient referral discussions, signaling potential earnings boost from international patient flows.

Comment: Thailand needs to thank the US for invading the ME with their fast food brands and creating a population that requires non stop medical care.

EXAT: Plans to sell the TOR for the 3.98km Kathu–Patong expressway in Phuket within December; bidding results expected by early 2026, reflecting continued investment in regional transport infrastructure.

GSB: Accelerates Bt100bn Soft Loan rollout for SMEs and grassroots segments; integrating AI to improve services and enhance social impact.