AOT plans to launch an aviation market promotion project aimed at stimulating flight volumes and passenger traffic, with a focus on attracting international tourists — particularly from China — to support a more sustainable tourism recovery.

Comment: Chynaaaaaaaaaaaaaa, as if this will make a difference, offer some free holy durians instead to winnie the xi and then he’ll allow his populace to travel to Thailand again.

BGRIM completed the acquisition of a 25% stake in New England Reliable Hydropower (NERH) for US$230m on Jan 9. The investment adds 406MW from 26 hydropower assets in Maine and New Hampshire, with earnings contribution expected from 1Q26.

Comment: I remember when USD 230 mn used to have an impact, not anymore for this company. 

MTC expects YoY NIM expansion, easing credit costs from improving asset quality under BOT debt relief measures, and a gradual lift to domestic consumption following the election.

Comment: Great trading stock

KKP and TTB are providing a Bt5.3bn syndicated loan to fund the Noble–STECON upscale residential project, NUE Epic Asok–Rama 9.

Comment: “We need to subsidise the powers that be”

PTTEP: Earnings support from Nigeria acquisition. PTTEP is expected to book a US$85m one-off gain from the Touat gas field acquisition in Nigeria (Sept 2025), alongside Bt1.1bn hedging gains and Bt300m FX gains. Lower unit costs following higher reserve recognition should further support earnings.

Comment: Hello oil prices and divvy’s