Metthier signed an MOU with Mahidol University to develop Thailand's first SMART Campus, a concrete new partnership/deployment of its Smart Integrated Facility Management.
Climate Adaptation & Water › Resilient Buildings & Retrofit Technology
SIE.XETRA · Demand · Positive Siemens' own survey shows energy efficiency now the top building priority, with over half of organizations planning higher investment in energy efficiency, smart building tech, and electrification — demand tailwinds for Siemens' building/infrastructure offerings.
LTS.BK · Capital · Positive Plans to establish a JV (Noventrix, ~40% stake) for AI Cloud rental services, though pushed to Q4 2026 on supply shortages.
LTS.BK · Demand · Positive Expects to fully recognise its ~60 million baht backlog this year and is bidding on 3-4 new projects worth hundreds of millions of baht, with ~70% win odds.
Smart City / Autonomous Infrastructure › Smart Buildings & Connected Lighting Capital
AYI · Capital · Positive Acuity beat Q4 non-GAAP EPS estimates ($5.77 vs. $0.21 beat) with revenue up 2.5% YoY and strong operating margin and cash flow.
AYI · Capital · Positive Acuity reported fiscal 2026 net sales up 6.8% to $4.6B with full-year diluted EPS up 36.1% and Q4 EPS up 56.0%, plus dividend hike and buybacks.
AYI · Capital · Neutral Acuity Brands is the subject, previewing Q3 earnings with expected 4% revenue growth and prior beats/misses — an earnings event with no clear directional surprise.