ADVICE sees recovery in IT business despite delay in Windows 12 launches to mid-2025, see 10% avg sales growth per branch yoy, but overall growth this year may miss 10% target due to sluggish 1H, while solar cells installation service to officially launch in Nov.

INSET in talks with 3-4 new clients building data center investment here, sees 5-10% rev growth next year, supported by Bt1b data center delivery, and eyes recurring income boost, clarity in late Nov.

Comment: Mid-tier player at best…even the dogs may get some projects.

MASTER to move to SET from MAI next Mon Oct 28.

Comment: Make 8oo8s great again!

PTG sees solid seasonal boosted in 4Q, firms on 10-15% fuel sales yoy, listing of Atlas Energy to strengthen Long-term growth.

Comment: Volume growth not an issue…it’s all about the margins…

TFG may see chicken exports to Japan rises from current 15-20% of overall after Japan raised bird flu warning to high, sees solid 3Q24 on higher selling price and lower costs, firms on 10-15% FY24 revenue growth target.

Comment: BTG, GFPT, CPF & TFG – all these names should do report great 3Q #s

SET50 rebalance 1H25 may see BANPU, SAWAD, COM7, TCAP replacing TIDLOR, BCP, EA, CENTEL, Tabloid.