DELTA anticipates the AI boom will boost sales of networking and data-center power equipment. New AI hardware from NVIDIA and peers is expected to increase demand for advanced power supply and thermal solutions.

Comment: Pumping it at the right time?

GPSC expects stronger 3Q earnings from improved steam and electricity sales to industrial users. Natural gas prices have dropped to Bt295–300/mmbtu (vs Bt315 in 2Q25). Lower interest expenses in 2H should ease financial pressure. GPSC is considering acquiring 300–350 MW SPP from PTT Group.

Comment: I haven’t looked into this entity for the longest time, it’s now below BV but where’s the decent divvy? Still “looks expensive” 

PTTEP revised FY average sales volume to 512k–517k boepd, targeting EBITDA margin within 70–75%, with Dubai crude priced at $65–75/bbl.

Comment: I’ve been of the viewpoint for the whole year that oil gets lower, been saying this since last year. Not changing my viewpoint yet…