BBL: signed loan agreement with SC to provide financial assistance for 2 projects, including KROMO Bangkok, Curio Collection by Hilton and Still Sukhumvit 20.

Comment: Real estate still isn’t solved…will take a few more years given the banking system’s unwillingness to provide loans. If you’re a cash buyer … just bargain…

DELTA: will be excluded from credit limit and cash balance apply starting Fri till end of Oct. Brokers will not be able to use security as collateral in the calculation of the customer’s credit line in all type of account while retail investors have to pay full amount up front prior to trading.

Comment: And there goes the SET (for now) – this is, perhaps, a positive as the funds will shift to other names.

ORI: reported 9M25 presales at Bt19.08b account for 64% of Bt30b FY target, lifts backlog to Bt40.98b, maintain launch plan total 5 residential project in 4Q.

PLANB: reaffirms 4Q turnaround driven by higher utilization rate of digital screen on holiday season, revenue recognition from Hello Bangkok LED started in Aug, positive momentum is expected to carry thru 1H26 from surge ad spending ahead of election, maintain 5-6% FY revenue growth target.

Comment: I start to think differently on election spending, the cash into the pockets is lower than before, the historical spending on physical goods (i.e. banners, clothes, flags etc) are perhaps far less and instead more spending is down online – so which company benefits from this? Or is it only google (YT) and tiktok.

SVOA: secured project from Ministry of Education to supply 200k tablets to public schools, will realize revenue from rent under a 5-yr contract starts from late-2025.

Comment: What? That was a quick action from the new government….

TISCO: to report 3Q net profit on Oct 14 after long holiday, Bt1.65b consensus.

Comment: It’ll be interesting to see what all the financial co’s are going to report in the coming weeks

PTT: State Fund Vayupak 1 cuts holding by 0.013% to 9.9966% on Oct 8.