AOT board approved purchase of 73 condo units in Samut Prakan from the MoF to compensate people affected by noise from airport operations worth ~Bt151m.

Comment: That’s interesting….was King Power an owner of all these units?

CFARM eyes double digits revenue growth target driven by larger egg farm capacity at 15.88m chickens p.a., new cage capacity 200k scheduled to complete in 4Q25 open upside.

ERW sees qtd OCC at 75%, high season in Japan & robust traffic across Hop-Inn budget hotels abled to curb downside, expects domestic tourism stimulus provide cushion during low season in 3Q.

Comment: The Japan angle saves them, q marks over the erawan and what price they’ll have to pay to renew the lease…

GLOBAL anticipates 2H turnaround driven by recovery demand for construction materials after government signed off infra spending, allots Bt2b to add 7 stores in 2H, brings total to 97 branches by end of year.

KCE sees sale recovery in 2Q on higher PCB sales, firms on Bt1b capex on new technology, sees 0.5% growth this year.

Comment: With the owners buying…and the share price being hurt by tariff news and a slowdown …. what if, just what if in a year from now, business normalises? What is it worth?

SCB extends $537.6m (Bt17.6b) credit to SC Asset to develop 17 upmarket residential project.

Comment: Well…why not…someone has to drive loan growth

SCC’s cement unit, SCG Cement & Green Solutions, signed MOU with Japan partner, Serendix, to jointly expand 3D printed housing solutions, sees synergy from material innovation and precision of 3D printing tech.