AOT holds briefing after board meets to discuss King Power Duty Free’s request to surrender concessions at Phuket, Chiang Mai and Hat Yai airports at 2:45pm. AOT plans to hire advisers to review the operations under its management, AOT plans to hire advisers to review the operations under its management, an analysis will be completed within 60 days.

Comment: la la la oh amazing Thailand management you mistook the positive trend of the tourism was due to your cleverness and ability to attract tourists to the country, and now when there’s a little hiccup you’re falling apart like a house of cards.

GULF CODs data center capacity 6.4mw today, 2nd, 3rd & 4th phase to cod in Jul, Sept & Dec tally total to 25mw by end of year.

PSH sold entire holding (40%) of Service Healthcare Solutions to PRINC for Bt13.36m.

Comment: Never made sense for PSH to focus on hospitals – now I’m thinking if there is a hospital management contract business for PRINC similar to the hotel business model? There could actually be a business case for this…

SEAFCO sees earnings recovery QoQ as revenue from foundation work from 3 stations of Orange line MRT start to kick in, tailwind tomorrow Bt2.7b backlog pending to realize, firms on Bt2b FY revenue target.

Comment: Rain or sun, this company continues to win projects – just watch the margins as anything gov…we all know…has lower GPMs, anything private has higher..

NER expects EUDR rubbers sale to reach 100K tons this year, on strong demand during July-August from China and orders from new client India later in the year, boosting this year Net profit to >Bt2b.