KTB expects to benefit from hosting Pao Tang digital wallet app, subscribers’ data signed up for co-pmt shopping stimulus wud give an edge to its virtual bank business, Kaohoon.

Comment: Voila….if PT wasn’t so stuck up about branding, they could’ve simply used the Pao Tang app…but no…b/c of branding they then spent a small fortune on development a POS platform that wasn’t even used.

MALEE reaffirms 3Q turnaround driven by new OEM beverage orders, wider margin from lower raw mat & packaging costs, upside from Malee COCO sales in Chinese mkt.

Comment: Now this could be interesting – though we have yet to see any Thai co do well in China…and given Malee’s track record…i’m not sure that they would be successful.

PTTGC reported Bt1.1b perpetual bonds fully subscribed with 8x book covered, expects D/E drops to 0.7x from 0.9x aft refinance.

RABBIT’s board approved disposal of Diplomat PrepCo, the owner of 400 guest rooms hotel, Vienna House by Wyndham Diplomat Prague for EUR 67.5m (Bt2.53b), also approved disposal of Diplomat Prague RE a subsidiary in which the co, holds shares indirectly through Lombard Real Estate GmbH (LRE) for EUR 73m (Bt2.69b), transactions to complete by eo-1Q26.

Comment: And now what will do w/ this cash?

TOP increases max amounts for the partial repurchase of USD- notes from up to $199.9m to $300m, tender offer period will end on Sept 25.

Comment: Clever clever, taking advantage of the stronger THB, all PTT group co’s seem to be doing this.