After You (AU.BK/AU TB): 2Q25F earnings preview: SSS should decline, AP Thailand (AP.BK/AP TB)*: 2Q25F earnings preview: T o improve QoQ, Ngern Tid Lor (TIDLOR.BK/TIDLOR TB)*: High margin of safety, PTG Energy (PTG.BK/PTG TB)*: 2Q25F earnings preview: Wider oil marketing margin QoQ | Economics & Strategy : Quantamental (Quantitative and Fundamental): Momentum breakout, Strategy: Taking a breather; politics returning as a key market risk,