DELTA sees “double-digit” sales growth to continue for at least next couple of yrs on rising demand for AI-related tech, said CEO, while AI-related products will a/c for half of its sales by eoy, up from 42% in the latest quarter with strong momentum and the data-center segment is propping up both top and bottom lines. 2H25 performance will benefit from a refund of some of the tariffs it had to pay upfront to US customs earlier in the yr, after 19% was agreed vs previously threatening 36%.

Comment: And on this day they talk about double digit sales growth. Well ok. Why not, and given their track record over the past few years – who wants to bet against this entity? 

PTTGC inks deal to sell a subsidiary, Vencorex, to German-based high-tech polymer producer, Covestro AG, fin terms were not disclosed, acquisitions are expected to complete by eo-FY25.
13.

Comment: Wait, how could the terms not yet be disclosed? This is a sizeable transaction, remember that PTTGC bought the remaining stake during wuflu during the Phuket Sandbox. 

PTTEP: transaction of divestment in 16.67% stake in offshore EP field (Block 29 project) to Repsol Exploration Mexico worth $40m to complete by eo-3Q, according to Sermsak Satchawannakul, SVP finance division.