AMATA’s assessing the impact of 36% US tariff, but was in line with its expectation, still keeps 3,500 rai land sale target this year, while WHA said no impact to its main customers, EV and data center, but assessing impact on electrical appliance clients, firms on 1,750 rai land sale target.

Comment: Let’s see how it all settles, Vietnam got first mover advantage – I wouldn’t be surprised to see that Thailand ends up with a better rate…let’s see…

AP upbeats 2H outlook from increased transfer activities from low-rise backlog and newly-completed condo scheduled to transfer, more project launches in 2H worth Bt49.6b compared to Bt15.4b in 1H, expects pre-sales pick-up after hurt by quake incident in 1Q.

TRUE & ADVANC are expected to show positive earnings momentum in 2H supported by cost reductions as cost of spectrum auction were lower than usual, tailwind from an upcoming launch of iPhone 17, Air Pods Pro 3, Apple watch Ultra 3 and MacBook Pro M5 as well as seasonal effect on telecom to propel earnings.

Comment: Someone clever mentioned to me – what if True’s subscriber #’s take a massive dip as a function of losing the English football league? But this could also just be a 1 time drop? Let’s see if the Telenor model of being a financially strong company paying massive dividends or if the CP model of just conquering markets regardless of the cost of capital works out.

WHAUP reported completion of 14 solar projects combined capacity of 46.47mw for Saha Farms Group & Golden Line Business, on track to cod in 4Q25.

TTA raised holding in subsea & offshore services subsidiary, Mermaid Maritime (MML) to 68.39% from 58.22%.

Comment: Now they increase it? Just after the business had a mini peak 2 years ago and not when they had decent dry bulk #’s to shift around? You shouldn’t be surprised..this is, after all, still TTA.