AAI sees no impact from trade war, will add new pet foods products in line up, eyes Bt6.5b FY25 revenue target.

Comment: Trump is going to save the pets in america, I’m not worried about tariffs for this industry “They’re eating the dogs, they’re eating the cats…”

ILINK signed power distribution improvement project with Provincial Electricity Authority (PEA) valued at Bt275.4m.

MALEE eyes double digits revenue growth this year driven by new beverage brands distribute in overseas market, larger exposure in China, growth momentum from coconut products & revenue recognition from new OEM orders from 2Q/3Q24, expected to pay dividend after erased retain losses in 2024.

Comment: Coconut yes…China hmmmm

SMPC targets 15-20% FY25 revenue growth supported by healthy demand for household gas cylinders, improved selling price from ease price war, increase revenue mix from special-sized cylinders and cylinders for other type of gas that allows co., to obtain wider margin, will focus on costs management to mitigate risk on raw material, freight costs and fx from political tension.

Comment: Lumpy revenues and profits, but it’s proven (over time) to be a rather smooth business.