BANPU: forms 65:35 JV with AMATAV to expand solar business in Vietnam.

BBL: is partnering with the MIT to bring the power of AI and digital innovation to Thai SMEs and the agricultural sector.

Comment: HAHAHA, Bangkok Bank being tech savvy? bwahahahahahahahaha

CPN: has seen surge traffic thru malls as spenders come for dine-in to get e-tax invoice for tax deduction stimulus.

GULF: mulls bidding for 6 community solar projects combined 1,500mw.

Comment: And they have the cashflow from AIS to pay for everything and anything

MINT: is expected to bottom out in 3Q due to high base effect from Europe, appreciation of THB and hotels renovation in TH, 4Q momentum to pick up on high season, reduction in interest exp, higher capacity post renovations.

Comment: Unloved for the longest time.

SEC expects to launch the Securities Data Exchange Platform, also known as the Securities Bureau, by early 2026 as part of efforts to strengthen risk management in the brokerage system. The Securities Bureau will allow securities companies to access shared client data to better assess credit risk before extending margin loans. The approach is similar to how commercial banks use information from the Credit Bureau to evaluate borrowers’ creditworthiness. (Bangkok Post)

Comment: The centralisation of power is going to neuter this stock market – yes yes it’s good for stability and blah blah, but accept it – this market is being neutered.