AAI sees no impact from Trump trade policy on pet food business, mulls increasing exposure in middle east to diversify earnings, additional production capacity of 3ktpa up on stream from 1Q25 to boost this year earnings.

EA announced cash call via RO, selling 4.95b shares to existing holders, issue free warrant (EA-W1) not exceeding 1.237b units for RO subscribers at ratio 3 newly-issued shares to 1 unit of EA-W1, strike price at Bt4/share, exercise period for 3 years.

Comment: Back in the day, retail would all go “ohhhh 4 baht is the target price, future floor in the stock, buy buy buy!” Now they’re less naive.

KISS appoints former Colgate-Palmolive executive, Corrado Giaquinto, to be CEO & member of executive committee, effective Jan 7, target 15-20% CAGR over next 5 year, increase revenue from abroad to 20% from current 2%, revamp personal care products line-up.

Comment: Literally put lipstick on a pig.

NEX announced cash call via RO, selling 3.9b shares to existing holders ratio 1:2 (new) at Bt1/share, will use proceed for working cap, re-payment debt on EV assembly venture co., with EA (Absolute Assembly: AAB).

Comment: See EA + It’s still a manipulated PoS

PTT cuts holding in Horizon Plus, an EV venture co., between Arun Plus (wholly-owned subsidiary of PTT) and Lin Yin International from 60:40 to 40:60 after completion of capital reduction, restructuring will result that Horizon Plus ceasing to be subsidiary of PTT.

Comment: b-b-b-b-b-but I thought EV’s were the future?!

PTTEP mulls ramping up gas production from Yadana field by additional 200m cuft/d from current 400m, boosting production from Arthit field to 390m cuft/d to reduce impact from LNG import.

Comment: Magic, no military in charge and all these questions marks about Thailand’s gas supplies disappear.

SJWD’s subsidiary, JWD Asia Holding (JAH) forms venture co., with Malaysia partner, Swift Haulage Berhad (SWIFT) to establish expand cold chain logistics (cold storage, distribution facilities and temp control transports), will start to realize revenue from 2026.

Comment: Makes sense, SWIFT is a decent logistics player in MY.

About 600K high school students will receive tablets from Education Ministry by June as part of learn anywhere project, TOR for procurement will be finalized this month. COM7, ADVICE may participate.

Comment: Rack your brain…remember the last time a Shinawatra government did this? Yeah…waste of $…but just to play devils advocate there are probably a small portion of students that will take this opportunity and benefit tremendously from it…