BBL: 3Q net profit @ Bt12.47b, +9.9% yoy, beats Bt11.44b consensus, thanks to better than expected NIM, investment gains and strong non-NII recovery, lower LLP qoq.

Comment: Balance sheet is average still…but if BBL is struggling…just imagine how everyone else is doing…

CRD sees strong 4Q driven by waste collection biz in Chiang Mai and Pak Kret Nonttaburi, will sign additional construction contracts combined worth Bt200m by end of year after logged Bt300m early 4Q.

Comment: This means they’ve partnered with the local gangsters/big shots in these provides to get a part of the waste collection business.

ITC sees strong 3Q, one broker expects Bt874m, +36% yoy, keeps 15% revenue growth target this year.

Comment: Only b/c the #s were dog$hit last year.

MAGURO to cod flagship food community mall, The Flavorhood, on Nov 1, brings Maguro, Hitori Shabu and Tonkatsu Aoki under same compound.

MOSHI is adding >20 SKU of lifestyle products to boost sales on an upcoming holiday season, new collections out on sales at 82 participating branches and online channel, firms on 20% FY revenue growth target.

Comment: I love their shops. Temu isn’t a threat.

MoF said no plan to sell stake in MCOT nor venture into entertainment complex on MCOT’s 50 rais of land, yet admitting that without biz restructuring MCOT’s core TV business is worrisome, as cashflows in running low.

Comment: Nah, it’s still on my casino punt list.