BTS to receive Bt22b overdue debts owed by BMA & Krungthep Thanakom (KT) from operate & maintain on 2 Green line extensions as ordered by Supreme Admin Court, BMA is expected to pay the sum asap to avoid extra interest charges.

Comment: This was announced a while ago…why the rinse & repeat in the news?

CENTEL announces grand opening of Centara Mirage Lagoon Maldives on Nov 1, offers 145 beach & overwater villas in North Male Atoll.

HUMAN upbeats outlook from positive feedback from HR solutions mobile app, Workplaze, anticipates more clients onboard on the back of transformation, will wrap up 2 M&A abroad this year, firms on 15% FY24 revenue growth target.

KKP’s HP outstanding loans stood at Bt176b in 2Q, -1.3% qoq and -5.7% yoy. Auto loans account for 44.9% of KKP’s total loan port.

Comment: THis is why KKP keeps touting the economy is crap – because their numbers are…

SCB delays closure of food delivery unit, Robinhood, runs by Purple Ventures Co., several parties offer bids for food delivery unit, according to filing.

Comment: “my dear valued client, we really f’ed up with Robinhood, so you remember that time we saved you? Yeah come buy this so we don’t have to write it off, we’ll give you 120% of the acquisition price in loans, capiche?” Is the client…EA? .. oh wait wait wait…STARK…oh wait wait wait…GULF? let’s see…

SPALI keeps Bt36b FY24 revenue target after logged Bt13.36b in 1H, Bt14.7b out of Bt17.6b backlog to realize by end of year.

Comment: They missed targets for 1H24 – but I expect to see the family continue buying shares…

VRANDA confirmed launch of Bt1.3b, 159 rooms resort project, Veranda Resort Phuket, Autograph Collection, next to cape Panwa-Ao Yon in 4Q, expects strong OCC from outstanding Marriot loyalty programme, larger exposure to European and American customer base, improved overall RevPar from higher density of OCC.