BGRIM reported 4 tranches of CD, paying 2.84% to3.9% p.a. completely sold out with 2x bk covered.

Comment: No funding issues for the stronger “quality” names.

BPP sells 91.69mw interest in Tokimei Kumiai (TK) solar project in JPN for Bt4.46b, transaction to complete within 3Q25.

GULF CEO and major shareholder Sararath bot 62.97m share of GULF in a big-lot transaction worth Bt2.5b, at Bt39.75/share yesterday, from a desperate seller since the price was 7% below last Fri closing price, taking his purchases in June to almost 70m share.

Comment: This could be an amusing house of cards…they do have a ridiculous amount of projects on hand…saved by the ownership of ADVANC to leverage up…but if someone clever comes into the opposition it’d be rather straightforward (but messy) to dismantle GULF.

TKN signed MOU with fresh nuts snacks manufacturer, ChaCha Food (TH), Value Plus Worldwide and a Chinese private investor to establish healthy snacks manufacturing plant in TH.

Comment: Well why not…let’s see how this partnership plays out…