BANPU teams up with APAC Sustainable & Decarbonization Infra Equity Fund sponsored by Aravest & SMBC Group to jointly fund $145m investment in Amp Co, a JPN renewable solution firm, to develop solar & wind project combined 800 mw in JPN.

BGRIM mulls expand proportion of direct PPA in port, expects robust demand growth for power from data center, explore opportunities to expand renewable project abroad, LNG trading business to diversify earnings.

DAMAC Group from Dubai in jv with PROEN holds a briefing to announce its $1b investment to set up a data center in TH at 10am.

HMPRO cod-ed its 6th hybrid stores model Home Pro x Mega Home in Mae Sot special economic zone to capture sales from TH – Myanmar border, city of Myawaddy.

Comment: It’s not mentioned publicly, but if even HMPRO, the best retailer in the country, can’t grow SSSG – you know there’s an issue.

SAWAD’s firm on 2H earnings, on cash collection and port expansion, boosting FY24 growth by 10-15%, while NPLs stay at 3.5%.

Comment: Perhaps the gangsters have pulled back from all their multiple business expansions and decided to refocus on their original core business

SIRI sets Bt15b in pushing Sansiri Phuket and The Society in Bang Tao-Cherng Talay to become strategic location and new community hub within 5 years, part of a plan to become a global brand.

Comment: SIRI doesn’t understand how to build a hub, but they are fantastic at squeezing out all potential revenues from a piece of land. Just look at T-77, its what they say is a “Hub” in Bangkok, in reality it feels like I’m in Delhi, it’s cramped, it’s overpopulated, the only thing missing are cows walking down the street. But it proved that SIRI can squeeze out all the revenues possible from a piece of land (on another topic – note that I did say revenues and not profits as for some magical reason their profit margins are not as high as peers)

SPVI preps for launch of iPad mini 7 & new MacBook Pro M4 chip later this month, aims to shorten lead time to capitalize on upcoming holiday season, latest A18 chip, upgrade performance capabilities and AI features are expected to recovered positive reception.

Comment: C’monnn isheeeeps, step right up and buy the latest gadget that you think you need.

TOP is expected to report the worst earnings in 3Q from Bt7.5b stock loss and soft GRM at $3.5/bbl, improved demand for heating oil & jet fuel in 4Q bolster earnings.