Deputy PM Borwornsak said general election will most likely be held on Mar 29, together with a referendum on constitutional changes and may be a referendum on whether to scrap border and maritime agreements with Cambodia, which dictate how territorial disputes are settled.

Govt kicked off retail shop registration ysday for “Khon La Khreung Plus” co-payment scheme, expecting >900K stores to join and estmted Bt88b in econ circulation. Registration for public is frm Oct 20-26, targeting 20m participants, who can spend frm Oct 29 til Dec 31.

AOT TB: Suvarnabhumi Airport ranked 12th in OAG’s 2025 Megahubs report, reflecting strong global connectivity and reinforcing its role as a key regional aviation hub. (The Nation)

Comment: Once kingpower is resolved…(or why even wait)

EA TB: The Co holds bondholder’s meeting to seek resolution on bond payment and other financial issues at 2pm. (BBG)

JMART TB: Top mgmt is optimistic with 4Q25 outlook backed by the Govt’s co-payment scheme, which will boost its sales vol for those who are looking to upgrade the mobile phones. (Thunhoon)

Comment: Until JMT is rocking and rolling JMART is still going to be lagging….

AURA TB: The Co benefits from rising gold prices from better margin. The Co also continues to explore opportunities to expand its business into new brands and product lines together with store expansion. (Thunhoon)

Comment: Not quite true…unless they’re referring to additional demand to buy gold jewelry.

CCET: expects +ve erngs mmtum r/m intact driven by dmd grwth for solid state drive memory (SSD) used for AI & smart wearable devices (SWD), capacity grwth frm new factories, expects margin expand aft shift frm low margin pdt (PCBA for HD, HD and telcos set top box) to SWD, EV charger, SSD & laser printer, Mitihoon.

NUT: sees OEM orders surge as influencers and stars launches their own ch to sells health supplement & cosmetic via TikTok live, roll out new pdts to boost sales.

FTE: upbeat outlook frm growing dmd for fire suppression system for data center, expects to secure engineering ctrct frm current bidding 4 pj total Bt600m by eoy, firms on 10% FY rev grwth t/g.