CPALL reaffirms it has no intention to join MBO of Seven & I, after leading investor Itoshu decides not to participate.

Comment: That led to a pump yesterday…

KTC targets FY25 card spending +10% yoy supported by larger merchant partners and higher proportion of high-income subscribers, expects credit cost improve on rate cut cycle, maintain FY25 NPL target below 2%.

Comment: The rate cut does help at the margin for the fin insti’s.

IP to submit IPO filing of drug store unit, Lab Pharmacy, in 2Q, will use proceed for branches expansion.

SAMTEL wins contract to replace submarine line terminal equipment (SLTE) on petroleum E&P platform in Gulf of TH from National Telecom valued at Bt277m.

Comment: Is this group back? Or has their government project market share been permanently diluted?