ICHI anticipates positive earnings momentum carry thru 2H driven by OEM coconut water for IF brand, larger contribution from non-tea beverage, new bottle size of alkaline drinking water, keeps 10% FY revenue growth target at Bt9.5b.

Comment: Yeah well..yawn…can this industry somehow return to a CAGR 10-15% growth again?

NCAP eyes 10% FY loan growth target from Bt5.69b registered last year driven by motorbike hire purchase and motorbike loan, capital support from COM7 & SYNEX & Bt4.6b credit line ensure sustainable growth.

Comment: The fact that motorbike sales in Thailand are down and are nowhere near recovery is that implying either that 1) no one is lending nor passing the criteria for loans or 2) is demand really gone as a function of the weak economy?

NL wins 2 construction contracts total Bt79.7m including renovation project for faculty of medicine, Chulalongkorn University and integrated cancer treatment center, Thai Red Cross

PSL: net loss Bt43m in 2Q vs Bt529m profit yoy, better than Bt50m loss consensus, lower revenue/ship/day in 2Q25 ($ 10,132 vs $ 13,483 yoy) and lower THB revenue from strong currency dent earnings.

Comment: THB strength is hurting this business. 

THAI resumes trading today after more than 4 years following a debt restructuring. Five brokers reinstated BUY with avg TP ~Bt10. May be fast-tracked into SET50 at expense of TIDLOR, market chatters.

Comment: You’d be a fool for not going into this, 5% float, no sellers, SET50 otw, mutual funds forced to buy in. 

Sino-Thai Engineering & Construction, a subsidiary of STECON, signed a construction contract worth Bt2.65b with Highway Dept to build an intercity motorway project, a four-lane elevated highway linking the U-Tapao International Airport and Motorway No. 7.

Saudi Arabia has extended import window for poultry products from TH by further 6 months for previously registered plants, ahead of the official enforcement of the new Saudi GAP standard in Mar 26: positive CPF & BR

Comment: إن شاء الله