BBL maintain 4-6% FY loan growth t/g despite +0.6% in 1H, no plan to increase interest rates on both deposits & loans aft 25bps policy rate hiked in Aug, expects working cap demand grows on more predictable interest exp, jump start investment aft govt formed, will continue to grow business franchise in China, sees Chinese clients expanding supply chains across ASEAN.

Comment: “No plans to increase rates”….for now, more coming, or we’ll see the Thai baht go to 40.

COCOCO: coconut products producer, Thai Coconut, debut IPO 370m shares at Bt 5.5 apiece, AEC Sec & UOBKH joint leads.

Comment: What a beautiful pump!

PTT forms venture with Taiwan’s e-bike manufacturer, Kymco, to pdce & selling e-bike, bank on SEA’s rapidly electrifying two-wheeler mkt, the world largest mkt aft China & India.

Comment: If there was any e-vehicle I’d get, it’d be an e-bike. They’re fantastic to zip around on.

PTTEP collabs with POSCO to joint invest in blue hydrogen & green hydrogen value, carbon capture and storage (CCS) to propel advancement of clean energy and biz opportunities.

Comment: I love the carbon capture idea. If you look at deeper at why Berkshire bought Occidental (US E&P) player, it’s not just for the great oil generating assets

OR-BTS-BEM-BCP-GULF bot TOR for 2 motorway rest area project (M7 BKK-Banchang) under Bt1.8b budget.

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