BAM: Maintains FY cash collection target at THB17.8bn. Positive momentum is expected to continue, driven by lower funding costs and larger market exposure following the establishment of a JV distressed-asset management company with a new partner

Comment: Once the AMC project truly gets going, all the AMCs and fincos can begin to move again.

CBG: Preparing to produce Tsingtao beer as an OEM in Thailand. The production will serve both the domestic market and SEA exports, with operations expected to start in 2026.

Comment: This fellow continues to surprise. Now just wait for the Cambodia issue to subside.

MRDIYT: Acquires a 256k sq.m. land plot in the ARAYA – Eastern Gateway project to develop an integrated supply and distribution center with an advanced automated storage and retrieval system (ASRS). The project supports continued expansion and strengthens logistics capabilities.

Comment: I do like the business model of MRDIY, and the fact that they can scale off the entire regional sourcing gives them an advantage of every local player.