ADVANC’s expected to report robust 2Q driven by strong ARPU aft removed low-cost data plans & wider handset margin due to lower handset subsidies, upside from cross selling strategies and sim card sales on tourism recovery.

Comment: The telco’s are reducing service quality, cutting costs, increasing fees…they’re going to mint it – their only risk appears in 2 years when the spectrum bidding begins again

AOT mulls spinning off ground aviation unit (AOTGA) next year, paves way for Bt67b SIA cargo and ground service expansion project, opens room for regional expansion via JV local partners.

Comment: That will be a good play… there’s several other assets within the airport group that they could spin off.

BCPG reported divestment of entire solar portfolio in JPN combined 116.96mw to Obton, transaction completed yesterday (Jun 26).

J will cod 9,636 sq.m. JAS Green Village community mall tomorrow, lifts total lettable above 70k sq.m. in portfolio, will cod 1 more project (5k sq.m.) by end of year.

MINT signed agreement with Boulevard hotel to management, 309 guestrooms hotel under NH BKK Sukhumvit Boulevard, 200m from BTS’s Nana station, close to Bumrungrad Int’l Hospital, scheduled to open in 4Q.