BCPG: Counterparty cancels 99MW Vietnam wind farm deal due to unmet conditions, but exclusive negotiation with BCPG remains open until end-2025.

Comment: All the renewable projects in VN that started within the past 7 years are fooked.

EGCO: Khanom Power Plant running at full 930MW to support South during floods and compensate for offline plants.

EPG: Targets FY25/26 revenue of THB 13.8bn, GM 30–33%. Upgrading efficiency under “USE” policy to strengthen 2H performance.

ERW: Investing THB 1.2bn to secure long-term lease of >2-rai land near BTS Asoke for a new hotel to expand customer base and asset value.

Comment: Well that’s interesting. Now what about Grand Hyatt?

JMART Group: Launches “J.Ai Maturity Transformation” to develop workforce capable of operating with AI; aims to become an “AI Maturity Organization.”

Comment: Sigh….perhaps focus on getting your core business working again..

GLOBAL: Flooding prevents operation at Chana branch; some inventory damaged. All losses covered by insurance.

Comment: What’s happening down south is absolutely terrible…

ORI: Origin Hotels sells Staybridge Suites Bangkok Thonglor to “Tanboon” (owned by Tan Passakornnatee), generating >THB 500m cash inflow and profit booked in 4Q25.

Comment: I wonder what the sales price really is…

S : Issuing new bonds (1 year 9 months) with 4.20% coupon; expected offering 19–21 Jan 2026. Strong Q4/26 outlook supported by Thailand–Maldives tourism high season.

Comment: That’s a decent yield…

SCGD: Investing THB 599m to expand porcelain tile capacity to 25.6m sqm/year at Dai Loc, Vietnam. Completion expected FY2026.

SAMART: Subsidiary TEDA wins THB 699.6m Indoor GIS 115/22kV substation contract with Digital Edge B.Grimm & PEA; completion Sep 2026 with revenue recognised by progress.

SMO: 2026 plan: palm-oil processing capacity to reach 315 tons/hour, power capacity 14.38 MW, plus new factory build in Nakhon Si Thammarat for FY71 capability expansion.

Comment: A new palm oil play. 

STGT: Temporarily halts glove production at Hat Yai facility as staff cannot access the factory due to severe floods. Business-continuity plan underway.