AOT: ITA Airways (Rome-based) will increase its direct Rome–Bangkok service from three flights per week to daily starting December.

CHAYO is seeking bondholders’ approval for a two-year extension on five bond series, offering an additional 0.125% interest in return, citing unfavourable market conditions for new issuances.

Comment: That’s all they’re offering to bondholders? The company needs to increase the rate by 50% what donkey kong strategy is management doing, although … these are likely to be unsecured bonds…and the bond holders will have no choice…

M has launched a budget hotpot sub-brand, Bonus Suki, offering an all-you-can-eat menu of 60 items plus refillable drinks for THB219. The move targets price-sensitive consumers and aims to capture market share from newer entrants.

Comment: Papa’s back. M is solidly going after Suki Tee Noi and all the smaller wannabe hot pot players in the country. M has the b/s to take the hits and the risks of expanding into this endeavour, how much pain will the others be willing to put up with?

SCCC is expected to post a solid 2Q, helped by higher YoY domestic cement prices, lower raw material and energy costs, and earnings contribution from LANNA, its coal subsidiary acquired last year.

Comment: Oh hello, who was saying this since the earth quake? Siam cement pumped prices by +20% = the whole industry stopped discounts, all energy costs are lower since trumpy is back in town. I don’t care much for the volume improvement, but margins are going to surprise. SCCC in an odd way is going to be a beneficiary from 1. Improved margins 2. Vietnam and Sri Lanka waking up again.

SPALI plans to launch seven mid-to-high-end residential projects worth THB12.1bn in 2H25, targeting prime locations such as Sukhumvit 39, Thaksin, Srinakarin, Tha Phra, Phuket, Pattaya-Na Klua, and Pattaya-Wong Amat. Supportive factors include a THB6bn backlog and earnings contribution from its Australian unit.

SRICHA expects a 2H earnings turnaround, with full-quarter recognition from its THB7.8bn Clean Fuel Project (CFP) for TOP starting in 3Q25 through FY26. New EPC contracts tied to LNG projects in Canada, Mozambique, and Papua New Guinea are set to begin construction in 2H26, supporting future growth.