EPG expects positive momentum to continue in 2H, driven by improved operations at Aeroflex (USA) following a 5% price hike in July, higher domestic parts sales from demand for canopy and side-step, lower ECL due to better business in South Africa, and plans to scale back SG&A to stretch margins.

Comment: Despite the fact that I make fun of this company on a continual basis for its overly positive news spin…nope no despite, it’s still rubbish. Go sell the patents into the market and see if there is any value there.

IVL, PTTGC, and GPSC are expected to benefit from India’s plan to slash GST to offset the impact of US tariffs (source: Kaohoon).

Comment: Or that the petrochem cycle is about to turnaround.

SCB announced a 1H25 interim dividend of Bt2/share

Comment: Hello financial repression

SCC plans to issue Bt25 bn 4-year bonds on Oct 1, paying 2.7% p.a. The bank underwriters are BAY, BBL, KBANK, KTB, and SCB.

Comment: Jesus…look at this interest rate…