AKR launches cast-resin transformer, no insulating oil required, suitable for high-rise building, commercial & industrial applications, seeks to exports in ASEAN as a good substitution from products imported from SPN & ITA, target FY25 revenue growth no less than 10%.

KTB mulls studying on share buyback, with Bt57b cash on hand, P/B at 0.76X and Bt290b retained earnings provides flexibility.

Comment: Can’t believe I’m saying this, but thai banks are outperforming and this may very well continue. The financial repression thesis by a clever scotsman is playing out.

OKJ: FY results out today, Bt231m consensus.

Comment: We can’t buy iberry (folks behind Thong Smith, Kab Kao Kab Pla) so this is the next best option.

OR is ready to comply with Government’s order to stop refined oil exports to Myanmar thru 5 border checkpoints. OR exports 15-20m litres of gasoline and diesel/month to Myanmar.

Comment: Oooh boy….

SIRI targets FY25 transfer +5% yoy to Bt46b, pre-sales +6% yoy to Bt53b (Bt19b from condos & Bt34b from SDH), will launch 29 projects total Bt52b comprises of 15 condos project valued at Bt20.4b & 14 SDH project worth Bt31.6b, focuses on strategic locations to capture market demand.