EV booking during Nov 29 – Dec 5 at 22,461, +66% yoy, boosting related businesses like WHA, COM7, ASAP, NYT and SJWD, Tabloid.

ITD dodged default on 2 tranches of CD (ITD24DA & ITD24DB) due on Dec 4 aft securing financial assistance from 5 banks, failing to meet next payment on Bt2b CD will be mature on Feb 15, 24 may cause impact on remaining 4 tranches of CD total Bt10b, raising risk of Bt25b loans from commercial banks becoming NPL.

Comment: So…a panther killer can secure funding better than a ladyboy

HTC revised up FY revenue growth target to 10-11% from 9-11% prior, thanks to improved beverage sales on recovery domestic consumptions, tourism boom, eyes 6-8% sales growth target next year, margin >40%.

HFT: board approved disposal of 26 plots of land in Indonesia for US$ 2.38m (Bt83.79m).

MOSHI launches new lifestyle brand, Garlic, under chick & cool concept, testing market via shop in shop platform, branches out from fashion products & accessories items to home décor, office supplies, diffuser and minimal products.

Comment: I just don’t understand consumers. Garlic? Now watch it become one of the best performers in the country and continue to befuddle me.

ORI commercial real estate unit, ONE Origin (ONEO), forms venture with TLTH a subsidiary of Tokyo Land to develop Bt1.7b mixed-use project, One Origin Sukhumvit 68, comprising of hotel, urban resort, office & retail spaces, target cod 4Q26.

Comment: Wait what? This company, this amazing company continues to just keep going and going.

PTTEP reported O&G discoveries in 3 fields offshore Sarawak in Malaysia, exploration revealing massive sweet gas sandstone reservoirs with thickness up to 200m, considered as sizable field with affirmed petroleum potential resources. The project is now moving towards Pre-Front End Engineering Design (Pre-FEED).

Comment: “discovered” woohooo! Know what this means? More demand for O&G offshore services.

RATCH forms venture with BGRIM & Lao World Engineering & Construction co., to establish Xekong 4 Power (60:20:20) holding structure to develop 355mw Xekong 4A & 4B hydro powerplant in Laos.

Comment: This basically secures BGRIM…and note these are announced after Srettha went to Laos. Thailand has to continue maintaining its relationship with that backwater government otherwise it will lose several power contracts to China.

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