BA begins construction of Trat airport u/g, extending runway to 2.1km, building a new terminal to handle B-737 & A320 rather than just turboprops, enable airport to cope with larger traffic and int’l flights, t/g completion by mid-FY26.

BTS mulls bringing back trip pkgs following delayed of Govt back Bt20 flat fare campaign, expects ridership mmtum to pick up on an upcoming debut of Central Park pj on Sept 4, m/t Bt28.5b FY rev t/g.

CKP reaffirms solid 3Q frm strong flow rate thru hydro pp in Laos thanks to rainy season and increasing flow frm China water release, sees wider margin frm Bang Pa-In co-gen pp frm lower gas px yoy.

SINGER t/g 20% rev grwth in each quarter of 2H25 frm Lock Phone port expansion, together with credit quality control, branch upgrades, petrol vending machines expansion, 19 new retail stores, 600 new mobile phone selling agents, and firms on Bt14b loan port t/g.

Comment: Round 3 for Singer? I was hoping it would have started at a far lower level for the share price – it’s pricing in quite a fair bit at this level. 

SISB keeps 10% rev grwth t/g this yr, after raising tuition fees by 3.3% and cutting student t/g to 4,700 frm 5,000 earlier, despite 800 new admission, yet seeing 700 students leaving due to economics.

Comment: Remember the comment on Chinese student churn? Though yes, the weak economy isn’t helping matters. 

SUPER upbeats 2H erngs frm an upcoming cod of 30mw Soc Trang wind farm in VN in Oct and 99mw Bec Lieu solar pj (Phase 1) in Dec, will bk Bt4b frm disposal of Daisy Solar in Sept, firms on Bt8.8b FY rev t/g.

Comment: Are these projects actually connected to the EVN? 

XO’s firm on 45% GP this yr, despite slower 2H frm high inventories, as it’s confident Thai food mkt to r/m global mega trend.

Comment: Yes but their earnings are oddly lumpy as f