KBANK offers Bt20b soft loan with 3.5% rate for 1st 2 year, as part of Government’s effort to assist SMEs via 16 banks in the program, led by GSB.

Comment: That’s interesting…what will they define as SMEs. Let’s see how much actually gets distributed.

MINT said Paris Olympic game has boosted its European hotel bookings growth by >10% during Jul-Aug, sees momentum into 3Q, may exceed FY24 target.

Comment: French Open, the Euros, summer holidays and the Olympics. If hotel rooms in Europe can’t do well…I don’t know what to say..

OR sets Bt8b 5-year oversea capex, which account for 12% of total, to expand PTT stations, café Amazon and infrastructure project, with Laos among its priority.

PTG sees solid growth in 3Q oil sales, while non-oil business sees potential growth, mulls joining govt’s digital wallet program.

Comment: Needs oil prices -20-30%

SCC revised down its rev growth target to 10% this year, down from 20% due to a raft of factors, including sluggish domestic econ and sales in petrochemical industry.

Comment: Well with a weak 1H and the government budget being slow to disburse..until 2 months from now, this revision down for CY24 is expected..