COM7 said during the launches of new iPhone model will usually boost sales up by 20-30% and it has high hope with the new iPhone 17 to boost 4Q25 and help it achieved a 10% rev growth t/g for this yr.

Comment: After a decade..it still amuses me how simple it is to just trade this name around iPhone season…

TOA upbeats 2H erngs from lower raw mat costs on downstream chem, tailwind from strong THB, govt stimulus bodes well for recover demand for construction materials.

Comment: Yeah yeah yeah, lower oil prices baby, this unloved dog is going to do better than people expect.

VRANDA reaffirms 3Q turnaround aft logged all time high booking of Veranda Collection Samui and Veranda resort Phuket, Autograph Collection in Aug, Samui’s OCC came in at 90% with Bt6,690/room/nite while Phuket logged 67% with Bt5,865/room nite, expects significant boost frm peak season in Nov-Dec.