AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards.

Comment: Even with green bs, loan growth is still nothing…

BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen Energy Storage System pro in Australia, which has power capacity of 350 MW and storage capacity of 1,400 MWh, valued at about Bt15.1b.

KTC – SEC reported local VI Mongkol Prakitchai wattana sold 195m shares (7%) of KTC on July 25 via 9 brokers, Aira, Phillips, Pi, CGS, Asia Plus, Maybank, Krungsri, Yuanta, Krungthai Xspring; sold 630 shares (5.88%) of XPG via Asia Plus & Yuanta, sold 16m of TPS (4.03%) vis CGS on the same date. He’s still holding 132.46m shares in KTC (5.1376% from 12.7007%), 21.2m shares in XPG (0.1982% from 6.0859%), 52.7m shares in TPS (12.5577% from 16.5693%) post transactions.

Comment: If you break it down – you should realise that he effectively owned 23% of KTC, before the margin call.

MAGURO will launch 2 new brands in 3Q including Bincho Japanese charcoal grill (own brand) in Jul at Mega Bangna and franchise brand from JPN at Dusit Central Park in August.

Comment: It would be one of the few F&B operations that are able to grow SSSG and outlets at the rate they are going.

NL wins 2 construction contracts including renovation project for TH Red Cross & King Mongkut – Chaokhunthahan Hospital total Bt 110.061m.

SEAFCO keeps Bt2b FY revenue target driven by Bt2b backlog pending to realize, expects project transfer
accelerated before budget for fiscal year 2025 ends in September.

SPALI: kick-off transfer of Bt1.2b condo project, Supalai Blue Whale Hua Hin (80% sold).