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At Close of Business Podcast September 17 2026

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At Close of Business Podcast September 17 2026

Ella Loneragan and Sam Jones discuss a turnaround at the Chamber of Arts and Culture Western Australia. Plus; Labor’s migration policy; sandalwood industry calls and Perth Mint’s record revenue.

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Lucid: Assessing The Economic Impact Of Robotaxi Expansion

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Lucid Motors Headquarters

Lucid: Assessing The Economic Impact Of Robotaxi Expansion

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Exosens raises 2026 guidance again on faster production ramp-up; shares jump

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Exosens raises 2026 guidance again on faster production ramp-up; shares jump

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Partners Group Holding: Incredibly Solid And Qualitative, Appealing Potential (PGPHF)

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Community Financial System Stock: Valuation Offsets Strong Asset Quality Growth (NYSE:CBU)

This article was written by

Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets, and the owner of Wolf of Value, a service focusing on international dividend-paying value investments.He further covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PGPHF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I view Partners Group Holding as a “BUY”, provided its bought under the stated PT. The company is speculative however.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Eesti Energia approves strategy through 2030 and beyond

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Eesti Energia approves strategy through 2030 and beyond

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Thailand Emphasizes Maritime Boundary as a Key Focus in UNCLOS Talks

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Thailand Emphasizes Maritime Boundary as a Key Focus in UNCLOS Talks

Thailand’s Deputy Prime Minister emphasized maritime boundary delimitation as key in UNCLOS proceedings with Cambodia, while addressing land border tensions and confirming readiness for upcoming meetings in The Hague.


Key Points

  • Deputy Prime Minister Sihasak Phuangketkeow emphasized Thailand’s commitment to maritime boundary delimitation in conciliation proceedings with Cambodia under UNCLOS, following the first Commission meeting in Singapore on September 16, 2026. Thailand presented its position and responded to the Commission’s inquiries in alignment with international law.
  • Thailand’s delegation, which includes the Ministry of Foreign Affairs and relevant agencies, is preparing for the upcoming meeting in The Hague, attended by Cambodian representatives.
  • Responding to reports of Cambodian troops digging trenches at Hill 450, Sihasak noted the issue relates to land borders and doesn’t directly impact the maritime conciliation process. He stated that such developments could affect the atmosphere of discussions, while refraining from speculating on their intent pending an investigation.

Deputy Prime Minister and Minister of Foreign Affairs Sihasak Phuangketkeow stated that Thailand has reaffirmed that maritime boundary delimitation remains its primary focus in the conciliation proceedings with Cambodia under the United Nations Convention on the Law of the Sea (UNCLOS).

​Following the Conciliation Commission’s first meeting in Singapore on September 16, 2026, the Deputy Prime Minister said both parties presented their positions. Thailand addressed the Commission’s questions in accordance with international law and clearly outlined its stance on maritime delimitation.

​Thailand’s delegation, which includes the Ministry of Foreign Affairs and relevant agencies, is preparing for the next meeting in The Hague, the Netherlands, which Cambodian representatives have also agreed to attend.

​Addressing reports of Cambodian troops digging trenches at Hill 450 near Chong Kradon and Chong Sa-ngam in Phu Sing District, Sisaket Province, the Deputy Prime Minister said the issue pertains to the land border and is not directly part of the UNCLOS maritime conciliation process. He added that developments along the land border could influence the atmosphere of discussions and mutual trust.

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​When asked whether the reported incident was intended to create tensions during the UNCLOS meeting, Sihasak declined to speculate, saying that relevant authorities will conduct a thorough factual investigation before making any official conclusions.

Source : Thailand Reaffirms Maritime Delimitation as Priority in UNCLOS Conciliation

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Twilio: Strong Growth And An Expanding Voice Opportunity (NYSE:TWLO)

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AI speaks letters, text-to-speech or TTS, text-to-voice, speech synthesis applications, generative Artificial Intelligence, futuristic technology in language and communication.

This article was written by

Ekarin Choongwattana has been an investing enthusiast since a young age. Ekarin started investing in Thai stocks when he was in school. During the aftermath of the Japan 2011 tsunami, Ekarin was interested in a particular Japanese stocks and started investing abroad for the first time. He hasn’t looked back since and has invested in many markets, including US, Europe, China and Asia. His main strategy is mostly long value and growth stocks. Tech stocks are also his interest, because they do give nice return in recent years.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TWLO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Sensex rises 200 points, Nifty above 23,300 despite Fed rate hike. Why bears may be ready to pounce

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Sensex rises 200 points, Nifty above 23,300 despite Fed rate hike. Why bears may be ready to pounce
The Indian stock market extended gains on Thursday, with Sensex and Nifty trading higher, bucking worries after the US Federal Reserve’s first rate hike in three years, although analysts advise caution amid multiple headwinds.

Sensex gained around 245 points to trade at 74,586 while Nifty 50 gained more than 104 points to trade at 23,321, as seen at 10.15 am. Broader markets also swung into the green, with Nifty Midcap 100 and Nifty Smallcap 100 rising nearly 1% each.

Zomato and Blinkit parent Eternal saw its shares jump around 3% to lead gains on Sensex. Bajaj Finance shares rose nearly 2%, while those of BEL, ITC and Axis Bank were up over 1% each. Bucking the trend, HDFC Bank, TCS, HCL Tech and Infosys shares fell nearly 1% each.

All sectoral indices except Nifty IT were trading in the green, with Nifty Metal, Nifty Pharma, Nifty PSU Bank, Nifty Auto and few others rising around 1% each. The overall market breadth turned positive, with NSE seeing 2,316 advances against 827 declines, while 105 stocks remained unchanged.

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Also read | Explained: What US Fed’s first 25 bps rate hike in 3 years means for Indian stock market

Federal Reserve hikes rate

The US Federal Reserve on Wednesday announced its first interest rate hike since 2023, with officials expecting one more increase later this year. The American central bank’s Federal Open Market Committee (FOMC) announced the decision after a two-day meeting, increasing the benchmark interest rate by 25 basis points to a range of 3.75-4%. This comes after consumer inflation stayed at 3.4% in August, same as last month but still much higher than Fed’s 2% target. Inflationary pressures were further intensified by soaring energy prices amid renewed tensions in the Middle East.
“There are no immediate signs for inflation to ease, especially given the stalemate in the Middle East. This means the Fed may need to continue to tighten to achieve its target,” Tai Hui, APAC chief market strategist at JP Morgan Asset Management, was quoted as saying by Reuters. Traders are now expecting a 50% chance of another Fed hike next month to rein in inflation. A total of three rate increases have been priced in for this tightening cycle.

Why caution is still warranted?

While the Indian stock market trades in the green, caution is still warranted. Today is Sensex’s weekly expiry day, which typically sees sharp volatility towards the end of the session. Additionally, bond yields remain elevated, with the benchmark US 10-year Treasury yield above the crucial 5% mark.

The Indian rupee weakened past the 96-mark against the US dollar today, marking the first time in over a month, driven by a stronger US dollar after the Federal Reserve raised interest rates and signalled further tightening. FIIs have also been selling heavily on Dalal Street.

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Also read | PVR Inox buyback: Last chance to participate in multiplex operator’s Rs 300 crore buyback. Should you tender shares?

What lies ahead for Dalal Street?

The Fed’s decision to raise rates by 25 bps was completely on expected lines, as there was no justification for a hold in rates in the context of elevated inflation and a resilient economy with only 4.1% unemployment, said V K Vijayakumar, Chief Investment Strategist, Geojit Investments. He added that the hawkish message from Kevin Warsh that “inflation has been too high, and has been for too long” and that “ this committee will deliver price stability” can be construed as reassuring to the markets.

However, high bond yields will continue to weigh on equity markets, according to the analyst. Under normal circumstances, he feels that 5% yield on the 10-year would have triggered a sell-off in equity markets. But this is not happening now since US corporate earnings continue to be good. Warsh’s comment that “new hirings, private sector earnings and business capital investment point in a good direction” reflect a resilient economy and strong corporate sector, the analyst said, noting that this has the potential to act as a counterbalance to the high bond yields, thereby preventing a sell-off in the equity markets.

“The Indian market will continue to struggle. FIIs have been continuous sellers in India during the last six days and this trend is likely to continue. Another concern is the news of the U.S. House of Representatives passing a bill to impose a 100% tariff on countries like India which import oil from Russia. The geopolitical scene and Trump’s policies are getting murkier,” Vijayakumar warned.

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(With inputs from agencies)

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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Migration changes will hurt key WA sectors

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Migration changes will hurt key WA sectors

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Backstreet Surveillance on the Future of Commercial Security

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Backstreet Surveillance on the Future of Commercial Security

The company has built its reputation around commercial surveillance systems, mobile surveillance trailers, security consulting, and expert system design. Its approach focuses on helping businesses choose and apply security technology based on the needs of each site.

Backstreet Surveillance works with a range of commercial security tools. These include high-definition cameras, motion detection, remote access, low-light technology, facial recognition, and licence plate recognition. Its systems are designed to support monitoring, recording, theft prevention, operational oversight, and security planning.

A key part of the company’s work is system design. Backstreet Surveillance looks beyond individual cameras and considers how equipment should work together across a commercial property. The company also provides installation support and troubleshooting to help customers use their systems effectively.

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Beyond its security systems, Backstreet Surveillance has developed a wider industry presence through educational content. Its YouTube channel, Backstreet Surveillance | The Security Experts, covers surveillance technology and practical security topics. The company is also connected with the podcast Beyond the Demo | The Ground Truth.

By combining commercial security experience with practical technology and industry education, Backstreet Surveillance has positioned itself as a knowledgeable voice in the evolving surveillance sector.

How did Backstreet Surveillance develop its focus on commercial security?

Our work has become centred on the needs of businesses and commercial properties. These locations often have more complex security requirements than a simple camera installation can solve.

A commercial site may have several entrances, vehicle access points, parking areas, warehouses, outdoor spaces, or areas that need different levels of monitoring. We focus on understanding those needs first and then designing a system around them.

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Why is system design so important in commercial surveillance?

The camera itself is only one part of the system. Where it is placed, what it needs to capture, how it performs in different lighting, and how people access the footage all matter.

That is why we place a strong emphasis on expert design and application. A business can invest in advanced equipment, but the system still needs to be planned correctly to be useful.

How has surveillance technology changed the way businesses manage security?

There are more tools available now to give businesses better visibility.

Remote access is one example. It gives operators the ability to view their cameras even when they are away from the property. Motion detection can also help teams focus attention on activity rather than constantly watching a screen.

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High-definition video has improved the level of detail available as well. That can be especially valuable when a business needs to review an event later.

What role does licence plate recognition play in commercial security?

Licence plate recognition can be useful for businesses that need to monitor vehicles entering or leaving a site.

That may include parking areas, commercial properties, industrial locations, or facilities with controlled access. It gives businesses another source of information when vehicle activity is important to their security plan.

As with any security technology, the value depends on how and where it is used.

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Why has low-light performance become an important feature?

Commercial properties do not stop needing security when daylight ends.

Parking areas, warehouses, yards, entrances, and other exterior locations may need monitoring throughout the night. Cameras that perform well in low-light conditions can help maintain image quality during those hours.

Durability also matters. Outdoor equipment has to be able to operate in different weather conditions and environments.

Where do mobile surveillance trailers fit into modern security planning?

Mobile surveillance trailers provide flexibility.

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Not every location needs or can support a permanent security installation. Construction sites, temporary work areas, large outdoor properties, and changing commercial environments may need surveillance for a certain period of time.

A mobile system can allow businesses to place security technology where it is needed without treating every situation as a permanent installation.

How does Backstreet Surveillance approach customer support?

Support is an important part of the process because installing equipment is not the end of the job.

Businesses need to understand how their systems work. They may need help with installation, settings, remote access, troubleshooting, or future changes.

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We have always viewed those practical questions as part of the overall security experience. The goal is for the system to work as intended in the real environment where it is being used.

Why has Backstreet Surveillance invested in educational content?

Commercial security can become technical very quickly. There are many camera types, system features, recording options, and technologies to consider. Educational content gives us a way to explain those subjects in practical terms.

Our Backstreet Surveillance | The Security Experts YouTube channel is one way we share that information. The Beyond the Demo | The Ground Truth podcast also creates space for wider conversations about security technology and what happens beyond a simple product demonstration.

What do you think businesses should consider before choosing a surveillance system?

They should begin with the problem they are trying to solve. A business should think about what areas need to be monitored, what level of detail is required, whether remote access matters, what happens at night, and whether vehicles or large outdoor spaces are involved.

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The best starting point is not simply asking which camera has the most features. It is understanding what the system needs to accomplish.

What is next for the commercial security industry?

We expect security systems to continue becoming more connected and more flexible.

Businesses are looking for clearer images, easier access to information, better monitoring tools, and systems that can adapt to different environments.

The technology will keep developing, but good design will remain important. A strong commercial surveillance system still depends on matching the right tools to the right application.

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Former Dragons’ Den star invites entrepreneurs to pitch products

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Nick Jenkins, founder of Moonpig.com, says the event is ‘a great opportunity’ for business owners

Moonpig founder and former Dragon's Den star Nick Jenkins

Moonpig founder and former Dragon’s Den star Nick Jenkins

Entrepreneurs are being offered the opportunity to pitch their businesses to a former Dragons’ Den star at a free event in Wiltshire next month.

The owners of early-stage, product-based companies who are preparing for their first investment are being invited to pitch their proposal – in return for “constructive feedback” – to a panel that includes Nick Jenkins, founder of Moonpig.com, at the West Wiltshire Business Expo.

Mr Jenkins, who starred in the hit BBC show for two series, said he was “excited” to be “helping Wiltshire businesses on their journey”.

The former ‘Dragon’ has lived in Wiltshire since 2010 and founded the online greeting cards and gifting company Moonpig in 1999 after an eight-year career as a commodity trader with Glencore in Moscow.

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The business grew to five million customers before it was sold in 2011 for £120m and floated on the London Stock Exchange in 2021 with a valuation of £1.2bn. Mr Jenkin’s current investment portfolio features low-carbon tech and biotech businesses.

He will be joined on the panel by Monty George, co-founder of Wiltshire online furniture brand Furniturebox, which has a turnover exceeding £25m and recently opened a £3m state-of-the-art distribution centre in Chippenham.

“The Dragons’ Den [session] is a great opportunity for the founders of Wiltshire businesses to fine tune their business pitches and get ready for their first investments.” said Mr Jenkins.

Mr George, who started Furniturebox with his friend Dan Beckles in 2015 while still at school, said: “I’m delighted to be taking part in the Dragons’ Den panel at the West Wiltshire Business Expo.

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“Having started Furniturebox at 17, I understand first-hand many of the challenges young entrepreneurs face when building a business. I’m looking forward to sharing some of the experiences and lessons I’ve learned along the way and to hopefully offering some useful advice to those taking their own ideas forward.”

The West Wiltshire Business Expo, which is free to attend, is organised by the Trowbridge Chamber CIC, one of the largest business groups in Wiltshire, in partnership with the Federation of Small Businesses (FSB).

Speakers include the CEOs and directors of some of Wiltshire’s largest businesses, including Apetito, Nutricia, Good Energy, Danone, Wiltshire Farm Foods and Wiltshire College & University Centre. The leader of Wiltshire Council and a number of West Wiltshire MPs are also attending.

The event is taking place at The Civic in Trowbridge on Thursday, October 8. Entrepreneurs looking for pitching practice and business advice are being asked to email dragons@trowbridgechamber.com to request an application form for the event.

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Free tickets to the West Wiltshire Business Expo can be booked via Eventbrite.

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