Brent crude futures settled at $106.60/bbl, up $3.52, or 3.41%.

UOB Kay Hian analyst Thanawat Thangchadakorn said Thai banks' Q3 loan growth may be flat QoQ as lenders remain cautious and focus on corporate lending. Covered banks' credit costs may fall YoY and QoQ; many banks booked special provisions in Q1 to buffer risks from the Middle East conflict, and those pressures have not shown up in H1 earnings. Expectations of Fed rate hikes could be positive for major Thai banks. UOB Kay Hian retains an overweight on the Thai banking sector.

Handset supply-chain sources said Ofilm will supply new-generation periscope telephoto modules for the Xiaomi 18 Pro and 18 Pro Max. The modules use an internal-focus design that maintains a slim profile while enabling clear focusing at high magnification. Ofilm also supplied the periscope module for Xiaomi's 17 Pro Max.