ATP30 Expands Solar Rooftop & E-Bus Fleet: Phase 2 solar rooftop capacity +120kW; fleet expansion to 30 e-buses by year-end. E-bus margins are 25% higher than ICE vehicles.

COCOCO 3Q Turnaround: Projected 3Q profit THB 150–160mn, supported by margin recovery, cost savings, and new product launches; 2H25 sales +13%-14% YoY.

Comment: Thailand is the coconut king.

EASTW to Benefit from Data Center Boom: Partnered with STECON, negotiating with 10+ clients. 2025 water sales are expected to reach 200 mn m³, meeting the target.

ITD Wins Underground Conduit Project: Awarded THB 252mn contract from Metropolitan Electricity Authority.

Comment: Panther killer, meh, new projects ftw.

NEX on Trading Alert List Level 1: Excluded from credit limits and cash balance from 16 Sep–6 Oct. Shares surged 58% in 10 days despite no new developments.

Comment: HELLO!? ANUTIN BABY.

PTT Group Dividend & Top Picks: Interim dividend THB 0.80/share; full-year 2025 expected THB 2.10/share. Brokers favor TOP, PTTGC, and GSPC.

PTTGC Debenture Buyback: Repurchased $141mn USD-denominated debentures; outstanding principal $336.2mn post-settlement.

Comment: Another one buying back USD debt.

SC Divests 49% Stake in Condo JV: SC CD5 sold to Tokyo Tatemono Thailand for Sukhumvit 20 condominium project.

Comment: Now that’s interesting..the japs are still willing to keep pumping into this real estate game, or perhaps they’re just willing single digit npm’s with a currency gain.

SPALI Bonds Oversubscribed: Two issuances totaling THB 2bn, nearly 2x demand, reflecting strong financial position and operational efficiency.

Comment: Best in class continues to get the best rates..

TU & KBANK Launch Blue Finance Linked FX Forward”: First environmental-linked currency hedging solution in Thailand.

Comment: Let’s stop holding back, this is bullshit. It’s an excuse to make fees at the cost of the smaller companies that are unable to generate the same amount of corporate paperwork bs.

Civil Aviation Safety Audit: Thailand scored 87.17% in ICAO audit, above global average of 70.5% and up from 61.6% in 2019. Positive implications for AOT, THAI, BA, and AAV.

Comment: One hopes that Thailand continues to work, maintain and improve upon this.

SEC Drafts Measures to Boost Thai Capital Market: Four-package plan to attract investors, balance retail/institutional/foreign interests, enhance international competitiveness.

SEC Revises Sustainability-Linked Bond Rules: Enhances flexibility; public hearings open until 14 Oct 2025 to align with international practices.

Residential Property Fee Waiver Proposed: Real estate organizations propose government waive transfer and mortgage fees till year-end to support homebuyers.

Thai Retailers Propose Quick-Win Measures: Three short-term initiatives to stimulate consumption, shopping tourism, and employment.

Samui Link Expressway (THB 55bn) Progresses: Third public hearing Nov–Dec 2025; Cabinet approval expected early 2026; PPP participation planned.

THB Weakens on Potential Gold Tax: THB slipped to 31.81 from 31.736 last Friday amid reports authorities may tax physical gold trading to slow the currency’s rally, which has pressured exports and tourism. Gold imports to Cambodia jumped 19% YoY in 7M25 to THB 71.3bn ($2.25bn), raising money-laundering concerns.

PM Anutin on Border Crossings: PM Anutin confirmed Thailand will not reopen certain border crossings until territorial conflicts with Cambodia are resolved through diplomatic and military channels.

BOT Expedites Frozen Account Releases: Bank of Thailand accelerating release of accounts frozen under mule investigations, reducing unlock times to 3–4 hours from 3–7 days. Addresses complaints from depositors, especially online vendors and individuals flagged for possible mule links.