AP reported July presale topped Bt5.5b, expects 2H turnaround from larger transfer schedule HoH, Bt42.6b backlog & Bt121b project available for sales (mostly low-rise) to support sales & transfer.

CCET reported 2 new production plants in Mahachai & Petchburi province (Free Trade zone) scheduled to complete in 2H, expects big jump next year larger capacity & wider margin from AI & EV related products, will establish subsidiary, Cal-Comp Electronic Sao Paolo (CCSP) to produce & assembly end products & semi-finished products to accommodate South America continent, pays Bt0.07, XD Aug 28.

Comment: And BOI privileges.

DMT: Dept of Highway mulls waiting till Don Muang tollway concession expires in 2034 before reviewing contract, sees proposal on fare cuts in exchange for concession extension unattractive.

Comment: Take the concession back. DMT’s made enough. Apply this to all the concessions.

PTT & CP Group signing contract with Department of Highway in Sept to develop Sriracha motorway rest area project, target cod by end of FY26.

Comment: CP needs PTT’s balance sheet for this? More concessions…well at least it’s to 1 state owned enterprise.

SIS teams up ZStack Cloud Enterprise, an infra as a service (IaaS) provider, to expand cloud platform provides corporation users to automate datacenters, managing resources of compute, networking and monitoring in 1 app, provides simplicity for stable LT operation.

STA sees higher proportion of EUDR rubber sales in 3Q, target 50% by end of year from current 20% at end of 2Q, expects wider margin from improved avg rubber & rubber gloves selling price.