ERW tones down 2Q earnings as OCC drops on quake impact, seasonal effect on low-season.

Comment: Every hotel group had immediate cancellations. And that’s when you can decide which names to trade again. And I thought that ERW was “well-diversified” outside of Thailand.

NER anticipates robust rubber volume this year as rain arrives sooner than usual, maintain FY25 production target at 500k tons, sales revenue @ Bt34b, +24% yoy, mulls expanding clients base in Asia.

Comment: They are continually impressing with their numbers and growth.