CHAO appointed Malaysia partner, YLF Marketing, to distribute snack products in Malaysia, Singapore & Brunei, aims to stretch revenue from abroad to 38% by FY26 from current 27%.

DELTA sees stronger growth in 2H on higher EV demand in EU and AI trend in data center segment.

Comment: DELTA i’ll see you at 50.

MINT: 2Q net profit @ Bt2.82b -13% yoy; missed Bt3.38b consensus mainly due to Bt271m unrealized loss from derivatives, unfavorable fx & Bt358m one-off loss from termination of lease contract for NH Hotel Group, operator wise top line +10% yoy supported by strong OCC, improved room rates & RevPar, contribution from food business.

Comment: IR and sales are sending messages throughout the sell-side and buy-side that “it was an accounting reason” mkt still dumped it.

TSE: credit rating upgrade to BBB from BBB-, outlook stable @ TRIS, ease of concentration risk following divesture of Onikoube solar project in Japan, reliable cash flows from consistent performance of renewable portfolio and moderate capex over next 2-3 years trigger upgrade.

Comment: Hmmm…..we’ll see..