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 25% higher than ICE vehicles.

Comment: Well with the cronies fully back in charge, perhaps all these ridiculous ideas will work again…

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 expected to reach 200 mn m³, meeting target.

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

Comment: Panther killer, meh, new projects ftw.

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.

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. Just call it a financial instrument.

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.

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 thai real estate…

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.