KTC is due to report 2Q earnings today, with market consensus expecting net profit at THB1.85bn.
Comment: And it’s inline with what everyone says…and some are now expecting a high divvy payout ratio.

ITEL sees strong growth momentum continuing, driven by network and cloud installation projects. The company aims to diversify its revenue mix to 40% government and 60% corporate to ensure sustainable growth.

PLT maintains its full-year revenue growth target of 15–20%, supported by recognition of VLCC revenue, higher time charter rates, and strong fleet utilization.

PREB targets a 10% CAGR over the next three years after shifting focus from residential to commercial property construction. Its THB10bn backlog provides strong earnings visibility.

SCB plans to adopt a more cautious business approach over the next 12–18 months amid uncertainty around US tariffs, which could hurt Thailand’s export outlook in 2H. The bank aims to grow its digital banking segment to reduce operational costs and further scale back its physical branch network, in line with the decline in in-person transactions.

Comment: Looks like the major shareholder(s?) need better div’s, screw the employment rate in the country. Dividend # go up.

SHR has joined the Global Hotel Alliance (GHA) and its loyalty program, GHA Discovery, offering global benefits across its resorts including SAii Laguna Phuket, SAii Phi Phi Island, SAii Koh Samui, and Santiburi Koh Samui.

Comment: Still oddly undervalued by the mkt…

TSTH reported 1Q net profit (ending June) of THB373m, up 319% y/y.