Specialized Consumer Services

eDreams ODIGEO announced a strategic collaboration with Alexa+, Amazon's next-generation AI assistant, to power travel discovery and booking. The integration uses eDreams ODIGEO's proprietary Model Context Protocol technology to connect its travel platform and operational voice to Alexa+, letting customers find and book flights, hotels, and car rentals through natural-language conversation. The company said the deal opens a new acquisition channel as its travel subscription model expands toward a goal of 13 million subscribers by March 2030. eDreams ODIGEO Chief Technology Officer Carsten Bernhard said conversational artificial intelligence is the latest major technological wave and a powerful accelerator for the business. The collaboration follows the Alexa Plus Partner summit held in Seattle last July, where eDreams ODIGEO was featured in the CTO Innovation Series hosted by Amazon Alexa.

DAOL Securities Thailand released an analysis today estimating that The Clinic Clinic Vejchakam, or KLINIQ, is likely to post standout results in the third quarter of 2026 and could set a new record, with net profit expected at around 125 to 130 million baht. The growth is driven by revenue expanding along with the opening of 10 new branches, together with same-store sales growth that continues at a double-digit pace, reflecting still-strong demand for services. Meanwhile, the ratio of selling and administrative expenses to revenue is trending lower thanks to more efficient cost management, which should support profitability in the second half of the year. For the full year 2026, DAOL Securities estimates KLINIQ's net profit at 476 million baht, up 31% from the previous year, and sees room for an upward revision if profit trends in the remainder of the year come in better than expected. DAOL Securities therefore maintains its Buy recommendation on KLINIQ with a target price of 35 baht, citing a positive view on profit growth, branch expansion, and improved cost-control efficiency.

WeightWatchers shares jumped 8.9% in pre-market trading after the company announced a collaboration with Google Health Enterprise to integrate wearable technology and artificial intelligence health insights into its employer-sponsored and payer plans. Under the partnership, eligible members will gain access to Google Fitbit Air devices and Google Health Premium services upon reaching specific activity milestones. Participants in select employer-sponsored programs can connect the wearable devices directly to their accounts to track physical activity, sleep, and other health metrics. WW International said the integration of wearable technology and artificial intelligence insights aims to support habit building and overall health management for participating members. The stock is down 44.4% since the beginning of the year and, at $17.49 per share, trades 49.9% below its 52-week high of $34.92 from October 2025.

WW International Inc. announced a collaboration with Google Health Enterprise that combines wearable technology and AI-powered health insights with Weight Watchers' science-backed weight health program, starting in the employer-sponsored market. Available now through select Weight Watchers for Business client programs, eligible members gain access to Google Fitbit Air and Google Health Premium after completing required activity and duration milestones, and can connect a Fitbit Air to their Weight Watchers account for additional insights on activity, sleep, and health. Weight Watchers Chief Commercial Officer Scott Honken said the collaboration expands access and complements offerings such as the GLP-1 Success Program and Med+ virtual clinic, while Jeff Hamel, Managing Director of Home and Health Partnerships at Google, said the pairing delivers actionable insights into everyday moments. The companies cited a Weight Watchers clinical trial in which participants who tracked food at least five days a week lost four times more weight than those who tracked fewer than three days a week, and noted that adding a Fitbit to a health program increases activity by an average of 950 more steps per day. The launch reflects Weight Watchers' continued focus on expanding access to science-backed weight health support and is one step in an ongoing collaboration between the two companies.

UOB Kay Hian (Thailand) expects SPA's normalized profit in the second half of 2026 to improve both quarter-on-quarter and year-on-year, driven by revenue recovery from the expansion of roughly 3-4 additional branches and same-store sales growth expected to reach high single digits year-on-year, particularly in the fourth quarter of 2026, which is the high season for foreign tourists, especially Chinese visitors whose numbers have continued to rise from the previous year. The research team also expects the net profit margin to improve quarter-on-quarter on the back of an approximately 5% increase in service prices, the first such adjustment in 2-3 years, combined with higher revenue that generates economies of scale and helps offset the pre-operation cost of the Zeaforest project in Pattaya, which is expected to come in at around 10 million baht. For the Zeaforest project, the company maintains its plan to open in early 2027, possibly starting with the hotel portion followed by the wellness section such as the spa and onsen. The project has a total value of 820 million baht, comprising 170 million baht in lease rights, 300 million baht in rent, and 350 million baht in construction costs, with approximately 58 rooms priced at 10,000 baht per night, a rate expected to already include various service packages at Zeaforest. Meanwhile, about 60% of main revenue will come from the wellness segment, which can serve roughly 500 people per day, and the ticket size is estimated to be higher than that of Let's Relax's current spa services at around 1,500 baht per person. For the 2027 outlook, the research team expects the spa business to trend better on the back of more foreign tourists, both Chinese and Middle Eastern, and the full-year recognition of the service price increase. For the ZeaForest project, the research team estimates revenue close to that of the company at around 200 million baht, but expects a small loss in the initial phase. The research team maintains its "Buy" recommendation with a target price of 3.60 baht, based on a 2027 P/E of 18x, equal to the two-year average P/E.

Delivery Hero SE announced that Co-Founder and Chief Executive Officer Niklas Ostberg will continue to serve as CEO. Kristin Skogen Lund, Chair of the Supervisory Board, said Niklas built Delivery Hero and knows it better than anyone, adding that with the Uber and SSW transactions underway the board is delighted to have him continue leading the company through the next phase. Ostberg said that since the takeover announcement he has had more time to refocus inwards on the company, prioritizing its organisation and building a world-class customer experience, and that the Everyday App strategy is working with growth and profitability accelerating. Delivery Hero describes itself as the world's leading local delivery platform, operating in around 65 countries across Asia, Europe, Latin America, the Middle East and Africa, and has been listed on the Frankfurt Stock Exchange since 2017 as part of the MDAX index.

The National Development and Reform Commission said at a press conference on September 22 that during the 15th Five-Year Plan period it will push the BeiDou industry to exceed 1 trillion yuan in scale within five years, achieving new breakthroughs in market-oriented, industrialized, and internationalized large-scale applications of BeiDou. On the same day, the annual development report released by the China Electricity Council showed that China's electrification rate has surpassed 29 percent, reaching about 29.5 percent in 2025, up 1.4 percentage points from the previous year, and will leap to first place among major global economies by 2030. Alibaba CEO Wu Yongming said at the Apsara Conference that current customer demand for AI is very strong, and the company will fully invest in AI infrastructure construction, with a goal of operating more than 20 gigawatts of global data center capacity under Alibaba Cloud by 2032. Meituan Vice President and head of its flash purchase business unit Xiao Kun said that over the next three years, Meituan Flash Purchase will invest 30 billion yuan in support resources for industry partners in infrastructure construction, product research and development, and merchandise marketing. At the company level, CICC's share swap merger received valid declarations of dissent for 7.3219 million shares, and its A shares resumed trading; Shanshan Corporation plans to invest 5.106 billion yuan to build an integrated base project with an annual output of 150,000 tons of lithium-ion battery anode materials; and Wisesoft was placed on file for investigation by the China Securities Regulatory Commission for suspected illegal information disclosure.

SunCar Technology Group Inc. reported first half 2026 net income of $3.4 million, an $8.9 million improvement from a net loss of $5.5 million in the prior year period, on total revenue that rose 24% to $276.5 million from $222.3 million. Adjusted EBITDA increased 276% to $9.4 million from $2.5 million, and insurance premiums for electric vehicles grew 31% to $915.9 million from $697.6 million. Within the revenue total, auto eInsurance service revenue rose 29% to $126.2 million, auto service revenue rose 22% to $122.3 million, and technology service revenue rose 15% to $28.0 million. Chairman and CEO Zaichang Ye credited first-half wins including the Agricultural Bank of China chauffeur contract and multiple Huawei ecosystem customer wins, and the company reiterated its full year 2026 revenue forecast of approximately $600 million.

Delivery Hero's management and supervisory boards formally recommended on September 2, 2026, that shareholders accept Uber Technologies' takeover offer, moving the roughly $15 billion deal for the German food-delivery platform a step closer to completion. Under the agreement, Uber will pay €41.50 per share, implying an equity value of $14.8 billion, and Delivery Hero's second-largest shareholder, Prosus, has irrevocably committed to tender its 17% stake. The shareholder acceptance period runs until November 5. Uber already owned roughly 25% of Delivery Hero and expects the deal to increase non-GAAP EPS upon closing, with high-single-digit percentage accretion by the third year. The combined company would operate across 99 markets and generate $236 billion in pro forma gross bookings, though the transaction still requires regulatory approvals that could delay it or force concessions.

DAOL Securities (Thailand) Public Company Limited has issued an analysis maintaining its "buy" recommendation on The Klinique Medical Clinic Public Company Limited, or KLINIQ, with a target price of 35.00 baht, based on a 2026 PER of 16 times. It kept its 2026 net profit forecast at 476 million baht, up 31% from the previous year, supported by revenue expected to grow 27% on branch expansion and same-store sales growth in the double digits, as well as a gross margin trending higher on product mix and more efficient cost control. The research team expects net profit in the second half of 2026 at 240 to 270 million baht, growing compared with the same period a year earlier and the first half. The company plans to open 10 additional branches in the third quarter of 2026 and another 3 branches in the fourth quarter of 2026. It has set a 2026 revenue target of 4.5 billion baht, up 27% from the previous year, and a net profit margin target of 11%. As for the surgical hospital investment plan, a long-term growth driver, contract details are currently being adjusted, with construction expected to begin immediately once the contract is completed, taking about 18 months to build. Initially, the investment budget is about 192 million baht for decoration work and the procurement of medical equipment. For 2027, DAOL expects KLINIQ to post a net profit of 578 million baht, up 22% from the previous year, on revenue expected to grow 20%.

The research team at Asia Plus Securities stated that Thailand's surgical and aesthetic industry is shifting from price competition toward quality, favoring large operators with strong brands, capital, and customer bases. Under this theme, the research team sees KLINIQ and MASTER as the main beneficiaries. KLINIQ stands out with its mid-to-upper customer base, multi-brand strategy, and network of more than 84 branches, while MASTER stands out in specialized surgery with high revenue per case and high margins, along with upside from the recovery of medical tourism. The research team estimates that profits in the second half for both stocks are likely to accelerate. KLINIQ is expected to post year-on-year profit growth in the third quarter of 2026 on double-digit same-store sales growth and a gross margin above 51 percent, while MASTER is expected to show a strong profit recovery from a low base last year after hospital revenue in July and August grew at a low single digit year on year, with the fourth quarter of 2026 being the high season. The research team maintains buy recommendations on KLINIQ and MASTER with fair values estimated at 34.00 baht and 12.00 baht, implying upside of 18 percent and 42 percent respectively, as share prices have not yet fully reflected the profit recovery in the second half of 2026.

Delivery Hero has appointed John Woyton to its Supervisory Board, effective September 9, 2026, with his term running until the end of the Annual General Meeting 2027. Woyton joins as an independent board member succeeding Scott Ferguson, who stepped down to focus on other commitments, and he takes over all positions previously held by Ferguson, including seats on the Audit and Strategy Committees. Woyton brings over two decades of private equity and M&A experience across technology, media, and telecommunications, having begun his career as an investment banking analyst before moving to The Carlyle Group, then spending nearly 12 years at Advent International as leader of the TMT sector team and Partner. He served as a member of the Senior Leadership Team and Managing Director at H.I.G. Capital from 2021 to 2024, and in 2025 co-founded Covalent Equity Partners, a technology-focused private equity firm. Kristin Skogen Lund, Chair of the Supervisory Board, said Woyton's experience investing in and supporting technology businesses through periods of transformation will bring valuable perspective as Delivery Hero enters its next chapter, and thanked Scott Ferguson for his contribution over the last two years.

KLINIQ or The Clinic Clinic Medical Company Public Company Limited has raised its full-year 2026 revenue target from 4.15 billion baht to 4.50 billion baht, following a strong first-half performance, with revenue of 2.21 billion baht and net profit of 233 million baht, up 33% from the previous year. Dr. Apirut Thongwat, Chief Executive Officer of the group, revealed that the growth comes from the Multi-brand strategy and the expansion of core businesses, especially the Aesthetic and Wellness segment, which is a key revenue base. Meanwhile, the Plastic Surgery business has shown improvement, with second-quarter 2026 revenue of 198.3 million baht and net profit of 9.2 million baht. Same-store sales growth (SSSG) increased by 21.5%, and the company now has a total network of 84 branches, up from 77 branches in the previous year. The company aims to maintain double-digit SSSG growth and expand branches in high-potential areas to support the new revenue target.

KLINIQ reported its first-half 2026 operating results, growing in line with targets. Revenue from sales and services totaled approximately 2,213 million baht, up 33% from the same period last year, with net profit of about 233 million baht, also up 33%. As a result, the company raised its full-year revenue target from 4,150 million baht to 4,500 million baht. Dr. Apirut Thongwat, Group CEO, revealed that growth was driven by core businesses, especially the Aesthetic and Wellness segment under a multi-brand strategy through brands such as THE KLINIQUE, L.A.B.X, L'CLINIC, and Acne Labs+. Meanwhile, the Plastic Surgery business showed improvement, with second-quarter 2026 revenue of 198.3 million baht and net profit of 9.2 million baht. The overall gross profit margin stood at 51.2%, up from 50.8% in the same period last year. Same-store sales growth from cash sales expanded 21.5%, reflecting the strength of existing branches. As of the end of the second quarter, the company operated a total of 84 branches, up from 77 in the previous year.

Reuters reports that China's e-commerce battlefield is shifting from discount wars to building Instant Retail networks, or immediate delivery retail. This market is expected to reach 1.2 trillion yuan, or about $178 billion, by the end of this year, and is projected to grow at an average annual rate of 12.6% until 2030. After the food delivery subsidy war ended, it changed consumer behavior to expect a wide variety of products within one hour. Chinese tech giants like Meituan, Alibaba, and JD.com are spending billions of dollars to compete for users, but the result is pushing Instant Retail into a new battleground. Data from Analysys shows that in the second quarter, Alibaba's Taobao Instant Commerce held a 45.7% market share, surpassing Meituan's 45.3%, while JD.com stood at 7.7%. This new round of competition focuses on investing in logistics infrastructure, such as dark stores and lightning warehouses, to deliver goods within one hour. Meanwhile, Chinese regulators have fined and seized funds from companies totaling 3.6 billion yuan for violations of food delivery safety requirements.

Delivery Hero's board has endorsed Uber's $15 billion takeover offer and recommended that shareholders approve the deal, which would create one of the world's largest on-demand food delivery platforms. The supervisory and management boards deemed the price "fair and adequate" and highlighted the potential to accelerate product innovation. The acquisition would double Uber's global footprint and strengthen its competitive position against DoorDash and Just Eat Takeaway. Uber, already Delivery Hero's largest shareholder, set a minimum acceptance threshold of 50% plus one share, and fellow investor Prosus has agreed to sell its 17% stake. This deal follows a wave of consolidation in the delivery sector, including Uber's $335 million acquisition of Getir, Grab's $600 million purchase of Foodpanda Taiwan, and DoorDash's $3.87 billion takeover of Deliveroo.

Delivery Hero's management and supervisory boards have endorsed Uber Technologies' $14.8 billion takeover bid, recommending that shareholders accept the offer. The Berlin-based company stated that the boards independently reviewed the offer and deemed it in the best interest of the company, its shareholders, employees, and other stakeholders. Uber announced the acquisition agreement in July, valuing Delivery Hero at $14.8 billion, after gradually increasing its stake to become the largest shareholder. The deal, which follows a rejected €38 per share offer, would combine two of the world's largest food delivery platforms amid ongoing industry consolidation, including DoorDash's acquisition of Deliveroo and Prosus's takeover of Just Eat Takeaway.com. As part of the transaction, Prosus has agreed to divest its remaining Delivery Hero shares to Uber.

Delivery Hero's Management Board and Supervisory Board jointly recommend that shareholders accept Uber's takeover offer of €41.50 per share in cash, calling it "fair and adequate." Uber launched the public takeover bid in July, valuing the German food delivery company at about $14.8 billion in equity value as part of its international expansion. The offer is conditional on securing acceptances representing at least 50% plus one share of Delivery Hero's outstanding stock.

Regis Corp reported higher adjusted EBITDA and substantially improved unrestricted operating cash flow for fiscal 2026, while outlining plans to build on Supercuts' sales momentum, improve company-owned salon operations and address traffic and value challenges at SmartStyle. Revenue rose to $224.5 million, adjusted EBITDA increased to $32.8 million, and unrestricted operating cash flow more than doubled to $13.5 million. Regis ended the year with $26 million in unrestricted cash after repaying $2.7 million of term-loan principal. Fourth-quarter revenue and EBITDA declined due mainly to lower franchise rental income, royalties and fees as the franchise salon count fell. However, Supercuts same-store sales grew 2.6% in the quarter and 3% for the full year, extending its growth streak to five years. Refinancing and brand improvements are key fiscal 2027 priorities: Regis is evaluating options to reduce its debt costs while planning Supercuts modernization, better company-owned salon traffic and value initiatives, and targeted efforts to address SmartStyle's performance and salon closures.

Meituan, a major Chinese ride-hailing and delivery company, achieved a profit in the second quarter, its first in four quarters. Improved profitability in its core businesses, such as delivery, contributed to this result. The company attributed the recovery to a rebound in demand for food delivery, which had been hit by the COVID-19 pandemic, as well as increased efficiency. While specific figures were not disclosed, the performance reportedly exceeded market expectations.

Yuanta Securities stated that MEITUAN (3690.HK) or DR MEITUAN19 has the potential to respond positively today after reporting stronger-than-expected 2Q26 results, turning to a normal profit of 2.5 billion yuan after three consecutive quarters of losses, and better than the market's expectation of 340 million yuan. The better-than-expected profit was driven by improved margins following reduced price competition, as well as improvements in new businesses such as Keeta in Hong Kong and the Middle East. The company also provided positive guidance, expecting margins to improve year-on-year and order volumes to continue expanding, reflecting its ability to maintain market share despite reduced promotions. In the long term, AI investment is accelerating, with R&D expenses increasing 23% year-on-year to develop AI agents for use in its ecosystem. For 2026, Bloomberg Consensus expects a normal loss of around 2 billion yuan, improving from last year's loss of 18.6 billion yuan, but there is upside after results beat expectations. The current price trades at a 2027 PER of 17 times, with a target price of 1.56 baht per DR, implying 40% upside.

Meituan reported record second-quarter revenue of RMB104.6 billion, up 14.4% year-over-year, with adjusted net profit of RMB2.5 billion and a return to profitability in its core local commerce segment. The company's core local commerce revenue rose 10.1% to RMB71.5 billion, while new initiatives revenue grew 25% to RMB33.1 billion, with operating losses narrowing sequentially to RMB1.7 billion. CEO Xing Wang highlighted the open-sourced LongCat 2.0 AI model as central to the company's strategy, driving internal productivity and enhancing user and merchant experiences. CFO Shaohui Chen noted that food delivery unit economics improved meaningfully in Q2 but face seasonal headwinds in Q3, and that industry subsidies remain above 2024 levels, pressuring near-term profitability. Meituan holds RMB168.3 billion in cash and is open to monetizing its investment portfolio, valued at over RMB70 billion, to fund growth and shareholder returns.

SuperX AI Technology Limited, a Nasdaq-listed AI infrastructure provider, announced that its subsidiary SuperX Microinference has signed an equipment and services supply agreement with Australian compute service provider Ezisight Australia Pty Ltd, trading as Ultimate AI Datacentre, and received an initial purchase order for 128 units of NVIDIA B300 AI server clusters. This order marks SuperX's official entry into the Australian market and a milestone in its Asia-Pacific expansion. The servers are scheduled for delivery in the fourth quarter of 2026 and will be deployed in local Australian data centers to expand Ezisight's GPU compute resources for large-model training and AI inference. The long-term cooperation is expected to enhance Ezisight's compute supply capacity and contribute to Australia's AI ecosystem, while SuperX plans to strengthen its presence in Australia and other high-potential Asia-Pacific markets.

SuperX AI Technology Limited, a Nasdaq-listed AI infrastructure provider, announced that its subsidiary SuperX Microinference has signed an equipment and services supply agreement and received an initial purchase order from Australian compute service provider Ezisight Australia Pty Ltd for 128 units of NVIDIA B300 AI server clusters, marking its official entry into the Australian market. The servers are scheduled for delivery in the fourth quarter of 2026 and will be deployed in local Australian data centers to expand Ezisight's GPU compute resource pool for large-model training and AI inference. This long-term cooperation represents a key milestone in SuperX's Asia-Pacific expansion, with Australia identified as a priority market. The order is expected to enhance Ezisight's compute supply capacity and contribute to Australia's AI ecosystem, while both parties will assess future capacity expansion and technical collaboration opportunities.

Mingdiao Stock disclosed its 2026 semi-annual report on August 28. In the first half of the year, it achieved total operating revenue of 270 million yuan, up 1.17% year-on-year; net profit attributable to the parent company was 8.2238 million yuan, up 7.05% year-on-year; and non-GAAP net profit was 8.3114 million yuan, up 8.89% year-on-year. Net cash flow from operating activities was 76.7161 million yuan, up 7.77% year-on-year. Basic earnings per share were 0.04 yuan, and the weighted average return on equity was 1.21%. The company's main business focuses on building decoration and renovation.

Delivery Hero raised its 2026 outlook after second-quarter GMV growth accelerated to 11.3% like-for-like, now expecting 9%–11% GMV growth, 17%–19% revenue growth, adjusted EBITDA of €960 million–€1 billion, and free cash flow above €250 million. The company's "Everyday App" strategy is gaining traction, with Quick Commerce GMV up 32% and subscriptions representing 47% of group GMV. Dmart orders rose 39%, while higher-margin offerings such as subscriptions, advertising, and own delivery helped revenue outpace GMV growth. Uber's proposed €41.50-per-share takeover has board support, subject to review of the offer document and regulatory approvals. Delivery Hero also plans to sell operations in 14 countries to SSW Partners for about €1.4 billion and expects its Taiwan sale to Grab to close in the fourth quarter.

Uber has published the formal offer document for its voluntary takeover bid for Delivery Hero, after receiving approval from German financial regulator BaFin, with an acceptance period running from August 27 to November 5. Delivery Hero shareholders can tender their shares for €41.50 in cash each, a premium of about 108% to the company's unaffected closing price on May 8 and about 127% above its three-month volume-weighted average price through that date. Delivery Hero's management and supervisory boards are expected to issue a joint statement backing the offer. Uber first announced its intention on July 16, aiming to extend its multi-product platform to 99 markets with combined pro-forma gross bookings of $236 billion in 2025, and the takeover would nearly double the number of markets where Uber offers both mobility and delivery services, to 58 from 34. Ahead of the offer's launch, Uber held roughly 24.77% of Delivery Hero's voting share capital, plus additional economic exposure of about 11.74% through equity derivatives, and secured an irrevocable commitment from Prosus to tender roughly 16.68% of Delivery Hero's shares, bringing Uber's total economic interest to approximately 53%. The offer requires acceptance from more than 50% of Delivery Hero's share capital, excluding treasury shares, along with merger control clearance and other regulatory approvals. Earlier in the day, Delivery Hero raised its 2026 guidance, now expecting gross merchandise value to grow 9% to 11% this year, up from a previous forecast of 8% to 10%, and reported adjusted EBITDA of €427 million in the first half of 2026, ahead of the €396 million analysts had expected.

Uber International Technologies II Corporation, an indirect wholly-owned subsidiary of Uber Technologies, has published the Offer Document for its voluntary public takeover offer for all outstanding shares of Delivery Hero SE, following approval by the German Federal Financial Supervisory Authority (Bafin). The acceptance period runs from August 27, 2026, to November 5, 2026, with an offer price of EUR 41.50 per share, representing a premium of approximately 108% over the unaffected closing share price on May 8, 2026. Uber, which already holds about 24.77% of Delivery Hero's voting capital and additional economic exposure of about 11.74% through derivatives, has secured an irrevocable undertaking from Prosus for 51,116,174 shares, bringing its total economic interest to approximately 53%. The offer is subject to a minimum acceptance threshold of 50% plus one share and regulatory clearances, with settlement expected in the second half of 2027. Delivery Hero's management and supervisory boards are expected to support the offer, and Delivery Hero has separately agreed to sell certain operations in 14 markets to SSW Partners, a transaction conditional on the offer's closing.

SuperX AI Technology Limited has secured a purchase order worth approximately $38.8 million from Japanese technology company Woodman Inc. for Nvidia B300 GPU-based server clusters. The equipment will support an artificial intelligence infrastructure project in Yokohama, Japan, with delivery scheduled for mid-November 2026 through SuperX Industries Co., Ltd., the company's wholly owned Japanese subsidiary. As of August 20, SuperX had received an advance payment representing approximately 20% of the total order value, with the remaining balance expected before shipment. The agreement represents the first commercial transaction between SuperX and Woodman, and extends SuperX's Japanese presence from its existing Nvidia RTX Pro 6000-based solutions to the higher-performance B300 platform.

SuperX AI Technology Limited has received a commercial purchase order from Japanese client WOODMAN Inc. to supply NVIDIA B300 GPU-based server clusters for an AI infrastructure project in Yokohama, Japan, with a total contract value of approximately US$38.8 million. The order, received through SuperX's wholly-owned Japanese subsidiary SuperX Industries Co., Ltd., is scheduled for delivery by mid-November 2026 and represents the first commercial collaboration between the two companies. As of August 20, 2026, SuperX had received an approximately 20% advance payment under the order, with the remaining balance to be settled prior to shipment. The company said the order marks an important milestone in its expansion into Japan's high-performance AI infrastructure market and validates its ability to track next-generation AI computing architectures and rapidly commercialize products.

SuperX AI Technology Limited has received a commercial purchase order from Japanese client WOODMAN Inc. to supply NVIDIA B300 GPU-based server clusters for an AI infrastructure project in Yokohama, Japan, with a total contract value of approximately US$38.8 million. The order, received through SuperX's wholly-owned Japanese subsidiary SuperX Industries Co., Ltd., is scheduled for delivery by mid-November 2026. As of August 20, 2026, SuperX had received an approximately 20% advance payment under the order, with the remaining balance to be settled prior to shipment. This marks the first commercial collaboration between SuperX and Woodman and represents an expansion of SuperX's product capabilities in Japan toward higher-performance, next-generation GPU computing platforms.

Super X AI Technology shares rose 7.7% in pre-market trading on Monday after the company announced accelerating server deliveries from its Japanese operations and a new $20 million share repurchase programme. The company said cumulative deliveries of its Pro6000 servers to Digital Dynamic Inc., a Japanese AI infrastructure company, are expected to reach approximately $38 million by the end of August 2026, with an additional $20 million in new purchase orders already secured and a further $28 million of related projects in production. The board approved the new $20 million buyback after completing a previous programme of the same size, during which it repurchased more than 2.3 million shares at an average price of $8.58 per share. The NASDAQ was down 0.5% in pre-market trading while the S&P 500 was broadly unchanged, indicating the move was driven primarily by company-specific developments. Super X AI Technology previously touched a 52-week low of $5.61 and remains well below its 52-week high of $76.50.

The Kliniq Medical Clinic Public Company Limited, or KLINIQ, has raised its 2026 revenue target to 4.5 billion baht from the previous 4.15 billion baht, representing growth of nearly 27 percent from the prior year. This follows second-quarter 2026 revenue of 1.127 billion baht, up 32.4 percent year on year, and net profit of 111.9 million baht, up 24.9 percent. For the first six months, total revenue reached 2.2133 billion baht and net profit was 233.1 million baht, an increase of 33.7 percent. The company has set a 2026 capital expenditure budget of 300 to 320 million baht to open at least 13 new branches in the second half of the year, and expects full-year net profit margin of around 11 percent. Revenue from foreign customers currently accounts for 14 percent of total revenue, compared with a target of 20 percent by 2028.