AWC: collabs w/ Universal Destinations & Experiences to introduce Kung Fu Panda theme experience at its mixed-use development in Chinatown and DreamWorks-themed water park in Pattaya.

Comment: We keep on waiting for that REIT.

BEM: water leak inside construction shaft beneath the tunnel area of purple line extension (Tao Poon-Rat Burana) after heavy rainfall, UNIQ is responsible for this section: Contract 4: Memorial bridge – Dao Khanong section.

ITD

Contractor sector update: Asia Era One, JV between CP Group, through Charoen Pokphand Holding Co., Ltd. (87.15%), BEM (5.14%), China Railway Construction Corporation (5.14%), and ITD (2.57%), has submitted a request to terminate the concession agreement for the High-Speed Rail (HSR) project linking three airports with the State Railway of Thailand (SRT), citing its inability to obtain the final BOI investment promotion certificate, a prerequisite for the issuance of the Notice to Proceed (NTP) and the commencement of construction. I

Comment: And voila, finally, this means it can be given to contractors that actually have the balance sheet able to do this. 

CCET: Reported Jun electronics component sales at $ 394.52m +12.27% MoM, +37.1% yoy, 1H26 +0.7% yoy.

Comment: And yet you think export numbers from Thailand are going to disappoint…

GPSC: expects Electricity Generating Authority (EGAT) extend PPA for its IPP & SPP that are going to expire in 2028/29/33 including GLOW 677mw, Huay Ho pj 102mw and RPCL 350mw, sees new prospect from data center segment, aims to seize new opportunity from 3.5GW capacity under new power development plan (PDP2026).

ITEL: The Co expects strong growth from hyperscaler data center customers in Europe, the U.S., and China, with payments expected to commence by year-end. Revenue from hyperscalers is projected at Bt170mn this year and to increase to Bt200-300mn annually starting next year. The Co is also confident of winning 2 out of 5 USO3 projects worth Bt1.0-1.2bn in total, which would provide a significant boost to earnings in the 2H26.

Comment: It’s taken them a few years (decade) but they’re finally winning the projects they’ve dreamt about.

GPSC: expects Electricity Generating Authority (EGAT) extend PPA for its IPP & SPP that are going to expire in 2028/29/33 including GLOW 677mw, Huay Ho pj 102mw and RPCL 350mw, sees new prospect from data center segment, aims to seize new opportunity from 3.5GW capacity under new power development plan (PDP2026).

THAI: cxl BKK-Taipei flights on Jul 10-11 as typhoon Bavi moves toward Taiwan.

All figures are based on closing prices and available data as of 9 July 2026. Past performance is not indicative of future results. This is for informational purposes only and does not constitute investment advice.