SEC said its investigating online reports related to allegation that a group of investors are acting in concert in order to avoid a mandatory tender in one of a large energy co.

Comment: Well duh….it’s that fellow in jail (I’m writing this 24/11) and his buddies that were trying to take this out of the SSO on the cheap. And there’s some odd cambodian money, and some dodgy s. Africa, kiwi fellow, and half those buggers are hiding out in gaysorn. The whole city knows…ffs…..

BCP sets Bt35b 3-year capex, and as part of business restructuring to achieve L/T sustainability, emphasizing on synergy among its various business, targeting 100% EBITDA growth by 2028.

THGs repaid Bt5.9b worth of debt following successful RO, helping saved ~Bt50m in interest for 4Q25. Sees solid 4Q high season to help achieve revenue target of ~Bt9.6b, on par with last year, while EBITDA target to jump to 19% from 15% yoy, partly on less interest expenses.

Comment: Now let’s see how this hospital group can recover. 

THAI expands China routes this winter, increasing frequency of the Guangzhou-Beijing route to daily flights, resuming Xiamen-Chongqing-Changsha, and opening new Wuhan-Shenzhen route, boosting all China routes rev contribution to 20% by next year from 5% current.

Comment: Chynaaaaaaa, bow down to the CCP or lose your tourists. 

BGRIM CODed 18MW U-Tapao 1st phase solar farm, the 1st private operator to get commercial permit under EEC infra project.

MRTA said repairing road around a massive sinkhole in BKK will take roughly 2 weeks. The collapse occurred when a tunnel housing a subway track caved in, causing the soil above to shift quickly and slide into an underground subway station, of which the contract was awarded in 2022 to a JV between CK and STECON. Yet it was widely reported the collapse section was under CK’s responsibility.

Comment: The Chinese construction projects fall down, STECON projects fall apart and leak and now create holes in the road. 

Average household debt is expected to surge at the fastest pace in 5-years, jumping 22% this year to Bt740,597 and is the highest level since the UTCC started conducting the survey in 2009, as a weakening econ and rising cost of living force citizens to turn to informal lenders.