AOT: Norse Atlantic Airways has confirmed a new weekly Manchester–Bangkok route starting November 26, with potential for expansion depending on demand.

Comment: These are all positives. Now what about that King Power deal?

EGCO targets 4–5 M&A deals in 2H25, focusing on energy projects and renewable assets in the U.S. and Middle East.

ESTAR maintains its Bt2b full-year transfer target (+20% YoY), backed by Bt1.465b backlog. It plans to launch four projects worth Bt3.5b in 2H.

MTC said the early onset of the rainy season supported 2Q loan growth momentum. Following +13.5% growth in 1Q, its loan portfolio has reached Bt160b. The company maintains its full-year loan growth target of 10–15%.

Comment: And they are still growing….but what is the limit? Can MTC really become a THB 200-300bn loan portfolio?

LTS sees no impact from potential U.S. AI chip export restrictions to Thailand and Malaysia. The company provides AI infrastructure and commissioning services to government and corporates. Its status as Thailand’s sole NVIDIA Cloud Partner (NCP) offers an edge, supporting its 20–30% FY revenue growth target.

Comment: This is such a dog$hit company…if it wasn’t for the crony relationship via the
Thai Government this company would be worth less than zero.