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.

Power pdcrs, airlines and telcos are expected to benefit from rapid appreciation of THB: +ve BGRIM, GPSC, GULF, ADVANC, AAV, Thunhoon.

The BOT to take steps to ease THB volatility and limit the influence of gold price after the local currency rallied to a 4-yr high, weighting on exports and foreign tourists.

The potential reintroduction of the “Khon La Khrueng” co-payment scheme is expected to support local biz, while academics sees the scheme could boost GDP growth to 2-2.5% this yr, Bangkok Post.

Fin Min Permanent Secretary confirmed digital wallet, Pao Tang App, will be ready for co-pay shopping subsidy scheme “Khon La Khrueng” by Oct 1, no need to sign-up for existing users.