APCO in talks Nigeria prtnr to expand health supplement biz in Africa, expects to secure OEM ords to supply 12 items at first phase, ink deal in Jun.

AOT: Austrian Airlines will increase flights frm Vienna to BKK, operating double daily services for an upcoming winter flight scheduled frm Oct till Apr 2026.

AWC & BJC – Charoen Sirivadhanabhakdi sold all of his shrs in Sutthasup 9 Co to his offspring, said AWC and BJC, as Sutthasup 9 has indirect control of both, no impact to current mngt structures, biz opers and strategic directions.

BA sees advance bking for 2H25 +6% yoy, Samui route +12% yoy, mulls opening Samui-KL route to accommodate European travelers travel thru M’sia, keeps FY load factor t/g at 82%, FY psx at 4.7m travellers, 8-9% FY rev grwth t/g.

Comment: The kingpins of Samui are happily enjoying the cashflow.

BTG eyes 1 more M&A by eoy aft acquired Eggriculture in 1Q, sets Bt1.6b capex to revamp plant, expand capacity of food processing unit to fill dmd frm overseas mkt.

KTB x KBANK initiate cross bank cardless withdrawal, allowing customers to withdraw money frm ATM cross bank total 16k nationwide without using card.

IVL completed purchase of 24.9% stake of pkging biz in India, EPL.

Comment: Incredible IVLLLL. I have been wondering when this would finally turn, but it seems that the usual cycle has been bastardised by the Chinese continually adding supply.

SIRI m/t its condo presales and rev t/g set in Feb, when it annced plan for 15 new condo pjs worth Bt20.4b, t/g Bt19b in condo presales and Bt15b in condo rev by eoy. It recorded wkly condo presales of Bt300m since early May, its typical level pre-quake.

Comment: Pre sales isn’t the issue, it’s the banks unwilling to extend financing to end buyers.

TFG expects windfall frm China & EU chicken import ban frm Brazil for 60 days due to HPAI outbreaks (Highly Pathogenic Avian Influenza), subtype of H5N1, improved selling px and lower feedmill costs boost margin, firms on 10-15% FY rev grwth t/g.

Comment: Thailand is the pork and chicken king of …the…world…the risk for TFG’s share price is that a lot (may) be priced in already.

TIDLOR rpted 2 tranches of CD total Bt5b fully subscribed with 3.6x bk covered.

Comment: Good quality companies will still continue to pay the lowest rates possible…+ if you’re CP group.

TOP anticipates 2Q turnaround aft GRM hits $7.4/bbl as several refiners driven out frm mkt, fire incident at largest refinery in Ecuador, +ve mmtum frm US driving season, debt re-pmt expects to reduce interest exp by Bt 1.73b.

Comment: And so all the risks regarding their potential recap are gone?