CPF’s top line drivers could improve with higher sales price of swine & poultry, and better expected volume of livestock brightening mid-term Outlook. International sales, 60% of revenue, remain key to expansion, BI.

Comment: It’s going to be better than you expect….

BYD’s chairman said heard about report that EA’s selling TSB to raise fund for debt repayment, but not seeing any confirmation nor any due diligence being conducted.

KBANK said loan apps thru its mobile app K-Plus have dropped 20% after it slowed its lending growth via digital platform last year

Comment: Because that’s where all the new NPLs are coming from … digital loans…hah! watch the customer run away.

ORI sold 415 condo units in 2 condo projects in Tepharak to DELTA worth >Bt1b, 80% paid and gradual transfers in 3Q.

Comment: At THB 2.5 mn / unit…well…that’s quickly clearing inventory for cash…wonder how many more they have to sell?

SCC reported Bt3.71b 2Q24 NP, -54% yoy, meets Bt3.68b consensus, pays Bt2.5 dividend, XD August 7..