BEM: BEM, together with the Expressway Authority of Thailand (EXAT), is upgrading the Udon Ratthaya Expressway by adding Easy Pass lanes and improving road surfaces at toll plazas to enhance traffic flow and customer convenience. While the earnings impact is limited, the initiative reflects continued operational improvements and supports the long-term quality of BEM’s expressway franchise.

BH: BH expects to accelerate execution of its growth strategy in 2H26 and has upgraded its Sports Medicine & Joint Center under the “Move Better, Play Stronger, Live Fuller” concept to capture the rapidly growing Active Lifestyle trend across Asia-Pacific.

Comment: Similar to BDMS – what is the next item that can move the figures.

GUNKUL: GUNKUL’s three subsidiaries signed PPAs for three solar and wind power projects with a combined capacity of 57.2MW, increasing its attributable renewable installed capacity to 2,121MW and strengthening its long-term growth pipeline.

Comment: It’s just a beautiful period for this company

KTC: KTC reported 2Q26 net profit of THB2.23bn (+17.1% YoY), bringing 1H26 net profit to THB4.40bn (+17.4% YoY), supported by portfolio growth and disciplined asset quality management. The NPL ratio remained low at 1.86%.

Comment: Ah…an easy double in the past 12 months…can it still double from here?

OR: OR has partnered with Minor Food to expand four restaurant brands across PTT Station locations nationwide, targeting more than 150 outlets by 2030. The partnership supports OR’s strategy to strengthen its non-oil business and enhance customer traffic across its retail network.

Comment: Minor Food is planning to IPO in Singapore.