Financial: Auto hire-purchase lending is likely to remain flat in 2H25 despite falling interest rates and competitive new car pricing, says Tris Rating, citing cautious lending practices, weak consumer purchasing power, a glut of used cars and limited truck demand. (Bangkok Post)

GULF: The company is ready to participate in investments, particularly in projects related to the Government’s industrial infra development, such as the 2,000MW Power Purchase Agreement (PPA) . (Thunhoon)

Comment: GULF should be stopped. It’s time to bring in US firms with local JV partners to create competition.

BANPU: Top management expects optimistic outlook from significantly improve in Q4 2025, driven by positive factors from the energy industry’s peak season, which has led to increased demand for both coal and gas. (Thunhoon)

STECON: is expected to return to profit in 3Q vs Bt77.4m net loss yoy on absence of loss occurred from Pink & Yellow line MRT, Bt6b backlog in the quarter from residential project, Metropolitan Waterwork Authority (MWA) and renewable project lifted backlog above Bt30b at end of 3Q, 4Q likely get boost by additional renewable project from GULF.

Comment: PM => projects for STECON; PM => projects for GULF; GULF => projects for STECON. Hows that for a great round of circle jerking?

88TH: reported e-commerce sales jumped 3 folds in 2 days above Bt30m after debut livestream channel, expects wider margin from 100% utilization rate.

Comment: Telemarketing has gone viral.

BTG: launches plant-based protein, Meatly, debuts 4 menus for an upcoming vegetarian festive late Oct.

Comment: Well…deez nutz.

AOT: selection committee picks Ms.Paweena Jariyathitipong as president, appointment process of state enterprise top executive is now underway.

Comment: Now things will start to move.

PTG: reports LPG subsidiary IPO, Atlas Energy, fully subscribed, debut trades on Mon (Oct 20), 418.12m shares at Bt3 apiece, KGI leads.

Comment: Great for PTG.