ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt.

BA keeps 4.5m FY passenger target, upbeat earnings visibility from advance air ticket booking till end of 1Q25, robust traffic from codeshare with airline partners, starts to use SAF fuel to comply with fuel policy changed at several airports, maintain Bt2.3b capex plan for Trat & Samui airports upgrade.

BCP: SSO scraps rumor on plan to divest 14% holding to Saudi Arabia.

Comment: Why would the management allow a shareholder that would monitor its dealings into the company? Their all making far too much money on the side.

OSP exits glass bottle manufacturing & distribution business in Myanmar to realign with investment strategy, divestment will not affect company, beverage operation in Myanmar.

Comment: It will hurt the company when Myanmar recovers next year – yes I think the war is over by then.

SCGP acquired 44.5% additional stake in Indonesia packaging paper maker, PT Fajar Surya, for $652.4m, lifts total to 99.72%, to strengthen presence in Indonesia, support ASEAN expansion.

Comment: Fantastic for SCGP.

SENA cuts FY launch plan to 13 residential project from 17 prior as high mortgage rejection rate and soft purchasing power erodes market, mulls revise down FY sales & transfer target.

Comment: I can’t see it improving there are still too many players in the market.

TTW sees FY tap water sales volume +8% yoy supported by industrial demand in Samutrsakon, Na Khon Prathom & Pathum Thani provinces, sees upside from CKP hydro pp unit (25% holding) supported by strong flow rate during rainy season, maintain payout >50% of Net profit.

WHA revised up FY industrial land sales target to 960 acres (2,400 rais) from 920 acres (2,300 rais) previous guidance, expects to wrap up deal with Haier in 3Q.

Comment: Businesses are actually moving here…