AOT’s winter flight schedule, starting today, sees 25.8% increase in flights yoy, boosting passengers up by 26.7%, 3rd runway is up aft cod-ed in September.

Comment: There’s no stopping the tourism train to Thailand.

AU reaffirms big jump 3Q following debut After You butter bun at 7-11, mulls adding more flavors aft recovered positive feedback, collabs with CPALL’s ready meal unit, CPRAM, to roll out layer bread to boost sales.

Comment: Now that’s a good move…risk to NSL?

BCP’s credit rating upgrade to A+ from A, outlook stable at TRIS rating, structure strength from growth in refinery & exploration biz has contributed to sustainable growth, diversification of biz portfolio reduce performance volatility caused by fluctuations in oil price or refinery margins.

Comment: This is the power of capitalism, become larger, get access to lower funding costs, and throw some some renewable crap to ensure you can get cheap financing to expand further into E&P.

CHAYO plans to buy Bt6b of bad debts in 4Q, focusing on unsecured loans, keeps Bt10b FY purchase target, Bt 110b under mgt by end of year, will spin-off subsidiary, Chayo Capital (CCAP) in 2025.

Comment: They need the capital to keep expanding. If only the owner was more focused on making CHAYO a better run business.

GULF reports cod-ed of 662.5mw GULF PD power project (GPD) unit 4 in Rojana Pluak Daeng Industrial Estate, Rayong province today.

PSTC acquires 6 solar rooftop combined 3.07mw from TNDT for Bt47.99m.

PTTGC signed MOU with PTT’s retail unit (OR) to joint expand Sustainable Aviation Fuel (SAF) business.

SCB sees lower than expected impairment charge at Bt600m vs Bt1b estimate aft selling Robinhood delivery platform at higher than expected, lower drag is expected in 4Q on absence of loss making business.

Comment: I am thoroughly surprised that someone was willing to buy this PoS, did SCB providing the debt financing for it? Future NPL if so…