AGP Executive Report
Last update: 4 hours agoData Centres & Power Security: Thailand is tightening data centre rules as the AI boom strains the grid, with higher electricity tariffs, upfront grid-access guarantees and tougher investment screening, while also pushing access to renewable power to keep costs from spilling onto households. Digital Platform Regulation: Thailand is revising its Digital Platform Economy Act after judging the EU model too strict, aiming for a better balance for local online markets and focusing on total take rates rather than just headline commission fees. Inflation & Rates: Thailand’s July CPI cooled to 2.0% yoy as fuel prices eased; core inflation stayed contained at 0.8%, with the Bank of Thailand expected to hold rates at 1% through year-end. Tourism Stimulus Design: Hoteliers want the “Thai Teaw Thai Plus” subsidy to use revenue-based selection and allow dynamic pricing, warning fixed-rate caps could distort demand and hurt small operators. Corporate & Markets: Bangkok Airways reported 16.3% higher H1 net profit; ThaiBev’s nine-month revenue dipped 1.8% and Genting Singapore’s profit fell 33.5% in H1. Policy Reshuffle: Cabinet orders ministries to submit plans within three months to restructure regional government office units, including consolidations under a “One Roof” model.
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