AMATAV: signed Korean-based JEIL Construction to develop $ 35.4m smart logistic center on a 4-hectares site w/in Amata City Long Thanh industrial park.

Comment: C’mon…that’s it?

BAFS: The Co expects the price of jet fuel in the 2H26 to tend to be weak. After the geopolitical situation has resolved, supporting the psychology of traveling during the high season, continuing into the beginning of 2027, it is still seen that the volume of refueling throughout the year will continue to be stable from 2025. In the past, the oil pipeline business is still growing prominently. Ready to receive the benefits of the Link Line project in early 2027.

Comment: That pipeline….

DITTO: The management reveals that its Blu Green Token is expected to open for subscription in July. Many big businesses have expressed interest in investing. Meanwhile, its core business continues to grow well. The Co sees the popularity of the Bangkok gubernatorial candidates, who support digital and virtual banking policies, as an opportunity to expand its business and secure future projects.

Comment: I see a company that is trying to be a crony capitalist w/ its carbon credits and I hope it never takes off as carbon credits are a scam and a cost to society. And they’re building a friggin zoo! (N – I know you’re reading this :p) 

EPG reaffirms solid 2Q driven by strong food packaging sales as demand accelerates on the back of gov’t co-pay stimulus, boost from air duct and temp insulation sales on the back of digital infra expansion.

Comment: The fact that this company is now considered an AI beneficiary makes me think a short term top is in.

GUNKUL: denies rpt fire incident at solar pj site in Pattan (GSPG-PTN), the incident occurred on temp storage site for equipment during construction phase 800m from the group’s pj site, such damage are fully covered under insurance policy, no material impact on financial position or operating results.

Comment: Has proven to be one of the main winners from FDI and the latest energy plans in Thailand.

HARN The mgmt signals strong growth in the 2H26, accumulating a new high in backlog to Bt500mn. The Co is moving forward with business strategy adjustments to capitalize on the growing demand for data centers, reiterating the target of 15-20% revenue growth in 2026

ORI reported disposal of Ibis Phuket Kata hotel for Bt 745m, transaction value exceeds net B/V of the asset, according to filing.

Comment: One would hope it exceeds book value, 258 rooms for this price, seems like a cut-sale @ 2.8 mn/key.

TTB: ING Bank N.V. cuts holding by 4.4635% to 18.6361% on Jun 15.

Comment: Well that’s interesting to observe.

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