BEM: Nearly 500,000 visitors attended the Red Cross Fair in its first three days, driving strong traffic at BEM-operated MRT stations (Lumpini, QSNCC, Tao Poon, Ladprao). Management cited higher revenue from services and commercial space, underlining BEM’s leverage to large-scale urban events.

DELTA is down 23.8% from its early-Nov peak, with local media citing concerns over non-inclusion in the SETESG index for 1H26. Passive ESG funds have reportedly rebalanced away, benefiting alternative constituents. Notable December outperformers linked to these flows include AOT, AAV, AWC, BH, and GFPT.

Comment: And voila passive index investing

EGCO completed the acquisition of an additional 10% stake in the 980MW Linden Cogen plant in New Jersey, lifting its ownership to 38%and adding 98MW on an equity-owned basis — reinforcing overseas earnings stability.

NKT reported COD of Nakornthon 2 Hospital (151 beds) on Ekachai–Bang Bon Road, initially targeting self-pay patients, with plans to apply for SSO authorization in phase two.

SAMART announced a Bt200m buyback (36m shares) running from 22 Dec 2025 to 21 May 2026, reinforcing balance-sheet confidence.

Comment: Wait what, this company? What value is there here?

SKY reiterated a solid 4Q outlook, driven by higher revenue from CUPPS & APPS amid peak-season airport traffic, and rising profit contributions from associates — SAL (AOTGA ground services) and GSV (Rajadamnern Stadium management).

TTB board approved a second share buyback worth up to Bt8.9bn (4.68bn shares) at Bt1.90–2.00/share, scheduled for 22 Jan–4 Feb 2026.

Comment: And this is financial repression, the financial institutions are focused on investing government bonds, not issuing new loans and using the proceeds to fund their shareholders

TFG benefits from higher pork prices following adjustments by the Thai Swine Breeders Association, while raw material costs remain low — supporting near-term margins into 1H26. Management also highlighted: Chicken prices reaching Bt40/kg, supporting entry into Vietnam

BBLAM raised its stake in TSE by 28.9% to 45.75% (Dec 15)

MFC increased its holding in 88TH by 13.85% (Dec 16).

Comment: When you see mutual funds taking such large positions – why? What happens when they have to exit – which has been the case for BBLAM in several of their smaller mkt cap holdings for the past few years.