BGRIM extends solar floating PPA w/ Mitsubishi Electric (TH), expands production capacity to 5.46mw, cod Jul 30, 2026.

GULF has announced plans to invest in new data centres with a combined capacity of 100MW this year, underscoring its ambition to become a regional leader in digital infrastructure and cloud services. The studies have begun for 1-2 additional projects, with final decisions expected before the end of the year. The expansion is part of Gulf’s broader target to reach roughly 2,000MW of service capacity within 3-5 years. Gulf estimates average investment of US$6-7mn per MW for data centre projects between 2026-2030. 

Comment: Will the overlord of Thai energy and telco’s allow us peons to enjoy cheap energy costs and data access?

ITC in talks M&A partner in China, aims to est base to increase market exposure of pet food products, expects to wrap up w/in 3Q26.

JAS secures exclusive broadcast right of FIFA World Cup 2026 btw Jun 11 till Jul 19.

Comment: Thailand always pulls it out of the hat @ the last minute….

NTF reaffirms solid 2Q driven by strong durian exports thru 3 strategic distributors China, expects +ve sales momentum remain intact aft Vietnam durian faced strict scrutiny from China due to excessive cadmium residues in some shipments, m/t 10% FY rev growth t/g.

Comment: An interesting punt. But value it for the Durian business, the other fruits are a terrible business…I know from personal experience as a farmer…

SABINA: The Co emphasizes maintaining net profit margin growth by reducing production costs, controlling expense percentages, and focusing on the OEM business, which performs well and has higher margins than its core brand. In addition, the Co is expanding into new markets such as men’s shirts and underwear, and activewear.

Comment: I just don’t see how they are going to successful become a multi-brand company. They’re excellent at their core business, somehow still maintaining revenues etc. but looking at other domestic brands – very very very few have been able to expand beyond their core market.

XO: CEO, Jittiporn Jantrach, bot 3.875m shares on Jun 10, lifts holding from 9.4542% to 10.3591%.

Comment: Magic…he’s an expert at this stock game. Or a perceived one…let’s see.